| SPMO | |
|---|---|
| Total return | +540.8% |
| Annualised (CAGR) | +20.4% |
| Volatility (annualised) | +17.9% |
| Sharpe (rf = 0) | 1.14 |
| Deepest drawdown | -30.9% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
Over the 10.0 years to 2026-09-21 the fund returned +540.8% in total (+20.4% a year), with a deepest drawdown of -30.9% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-10.5%), its best 2024 (+45.8%).
| Year | SPMO |
|---|---|
| 2026 | +28.3% |
| 2025 | +26.6% |
| 2024 | +45.8% |
| 2023 | +17.5% |
| 2022 | -10.5% |
| 2021 | +22.6% |
| 2020 | +28.3% |
| 2019 | +25.9% |
| 2018 | -0.9% |
| 2017 | +27.8% |
| 2016 | +2.6% |
It does not say SPMO is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -30.9% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.
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