| TDIV | |
|---|---|
| Total return | +389.2% |
| Annualised (CAGR) | +17.2% |
| Volatility (annualised) | +18.0% |
| Sharpe (rf = 0) | 0.96 |
| Deepest drawdown | -32.0% |
| Drawdown peak → trough | 2022-01-04 → 2022-10-12 |
Over the 10.0 years to 2026-09-21 the fund returned +389.2% in total (+17.2% a year), with a deepest drawdown of -32.0% from 2022-01-04 to 2022-10-12. Its worst calendar year was 2022 (-22.1%), its best 2023 (+36.7%).
| Year | TDIV |
|---|---|
| 2026 | +20.3% |
| 2025 | +25.3% |
| 2024 | +24.4% |
| 2023 | +36.7% |
| 2022 | -22.1% |
| 2021 | +29.5% |
| 2020 | +17.5% |
| 2019 | +33.3% |
| 2018 | -3.2% |
| 2017 | +22.0% |
| 2016 | +2.4% |
It does not say TDIV 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 -32.0% 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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