| USFR | |
|---|---|
| Total return | +28.8% |
| Annualised (CAGR) | +2.6% |
| Volatility (annualised) | +0.6% |
| Sharpe (rf = 0) | 4.28 |
| Deepest drawdown | -0.8% |
| Drawdown peak → trough | 2017-11-17 → 2017-11-28 |
Over the 10.0 years to 2026-09-21 the fund returned +28.8% in total (+2.6% a year), with a deepest drawdown of -0.8% from 2017-11-17 to 2017-11-28. Its worst calendar year was 2021 (-0.0%), its best 2024 (+5.5%).
| Year | USFR |
|---|---|
| 2026 | +2.9% |
| 2025 | +4.2% |
| 2024 | +5.5% |
| 2023 | +5.2% |
| 2022 | +2.0% |
| 2021 | -0.0% |
| 2020 | +0.6% |
| 2019 | +2.0% |
| 2018 | +2.0% |
| 2017 | +1.0% |
| 2016 | +0.5% |
It does not say USFR 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 -0.8% 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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