| SUSL | |
|---|---|
| Total return | +213.1% |
| Annualised (CAGR) | +16.8% |
| Volatility (annualised) | +16.8% |
| Sharpe (rf = 0) | 1.00 |
| Deepest drawdown | -34.3% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
Over the 7.4 years to 2026-09-21 the fund returned +213.1% in total (+16.8% a year), with a deepest drawdown of -34.3% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-20.2%), its best 2021 (+31.5%).
| Year | SUSL |
|---|---|
| 2026 | +13.8% |
| 2025 | +19.0% |
| 2024 | +23.5% |
| 2023 | +29.1% |
| 2022 | -20.2% |
| 2021 | +31.5% |
| 2020 | +18.9% |
| 2019 | +16.3% |
It does not say SUSL 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 -34.3% 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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