| SPTM | |
|---|---|
| Total return | +309.4% |
| Annualised (CAGR) | +15.1% |
| Volatility (annualised) | +15.4% |
| Sharpe (rf = 0) | 0.98 |
| Deepest drawdown | -34.6% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
Over the 10.0 years to 2026-09-21 the fund returned +309.4% in total (+15.1% a year), with a deepest drawdown of -34.6% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-17.8%), its best 2019 (+31.3%).
| Year | SPTM |
|---|---|
| 2026 | +14.2% |
| 2025 | +16.9% |
| 2024 | +23.9% |
| 2023 | +25.5% |
| 2022 | -17.8% |
| 2021 | +28.6% |
| 2020 | +18.0% |
| 2019 | +31.3% |
| 2018 | -5.3% |
| 2017 | +21.2% |
| 2016 | +4.8% |
It does not say SPTM 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 -34.6% 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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