| SPUS | |
|---|---|
| Total return | +218.2% |
| Annualised (CAGR) | +18.7% |
| Volatility (annualised) | +17.9% |
| Sharpe (rf = 0) | 1.04 |
| Deepest drawdown | -30.8% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
Over the 6.8 years to 2026-09-21 the fund returned +218.2% in total (+18.7% a year), with a deepest drawdown of -30.8% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-22.8%), its best 2021 (+35.9%).
| Year | SPUS |
|---|---|
| 2026 | +17.6% |
| 2025 | +19.8% |
| 2024 | +26.5% |
| 2023 | +34.2% |
| 2022 | -22.8% |
| 2021 | +35.9% |
| 2020 | +25.7% |
| 2019 | +0.8% |
It does not say SPUS 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 -30.8% 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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