| USMC | |
|---|---|
| Total return | +256.0% |
| Annualised (CAGR) | +15.3% |
| Volatility (annualised) | +15.3% |
| Sharpe (rf = 0) | 1.00 |
| Deepest drawdown | -30.0% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
Over the 8.9 years to 2026-09-21 the fund returned +256.0% in total (+15.3% a year), with a deepest drawdown of -30.0% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-17.2%), its best 2023 (+31.6%).
| Year | USMC |
|---|---|
| 2026 | +13.8% |
| 2025 | +15.0% |
| 2024 | +29.8% |
| 2023 | +31.6% |
| 2022 | -17.2% |
| 2021 | +26.3% |
| 2020 | +16.1% |
| 2019 | +27.4% |
| 2018 | -2.3% |
| 2017 | +5.5% |
It does not say USMC 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 -30.0% 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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