| URA | |
|---|---|
| Total return | +330.1% |
| Annualised (CAGR) | +15.7% |
| Volatility (annualised) | +36.8% |
| Sharpe (rf = 0) | 0.43 |
| Deepest drawdown | -61.5% |
| Drawdown peak → trough | 2017-02-14 → 2020-03-18 |
| Dividend yield (12m distributions) | 5.21% (as of 2026-09-29) |
Over the 10.0 years to 2026-09-29 the fund returned +330.1% in total (+15.7% a year), with a deepest drawdown of -61.5% from 2017-02-14 to 2020-03-18. Its worst calendar year was 2018 (-22.1%), its best 2025 (+67.3%).
| Year | URA |
|---|---|
| 2026 | -6.3% |
| 2025 | +67.3% |
| 2024 | -0.5% |
| 2023 | +46.3% |
| 2022 | -11.3% |
| 2021 | +57.7% |
| 2020 | +41.3% |
| 2019 | -3.5% |
| 2018 | -22.1% |
| 2017 | +19.3% |
| 2016 | +6.3% |
+330.1% in total, which works out to +15.7% a year over the 10 years to 2026-09-29. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2018 — its calendar-year return was -22.1% (net of fees, dividends reinvested). Its best year was 2025 (+67.3%).
-61.5%, from a peak on 2017-02-14 to a trough on 2020-03-18. From that trough it took 335 days (about 11.0 months) to climb back to the earlier peak.
Over the last 12 months it distributed 5.21% of its share price (as of 2026-09-29). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say URA 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 -61.5% 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.