| USNQX | |
|---|---|
| Total return | +559.76% |
| Annualised (CAGR) | +20.77% |
| Volatility (annualised) | +18.93% |
| Sharpe (rf = 0) | 1.10 |
| Deepest drawdown | -36.94% |
| Drawdown peak → trough | 2021-12-16 → 2022-12-28 |
| Dividend yield (12m distributions) | 2.47% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +559.76% in total (+20.77% a year), with a deepest drawdown of -36.94% from 2021-12-16 to 2022-12-28. Its worst calendar year was 2022 (-32.69%), its best 2023 (+54.41%).
| Year | USNQX |
|---|---|
| 2026 | +22.20% |
| 2025 | +20.58% |
| 2024 | +25.38% |
| 2023 | +54.41% |
| 2022 | -32.69% |
| 2021 | +26.61% |
| 2020 | +48.30% |
| 2019 | +38.86% |
| 2018 | -0.44% |
| 2017 | +32.29% |
| 2016 | +0.06% |
+559.76% in total, which works out to +20.77% a year over the 10 years to 2026-10-02. 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.
2022 — its calendar-year return was -32.69% (net of fees, dividends reinvested). Its best year was 2023 (+54.41%).
-36.94%, from a peak on 2021-12-16 to a trough on 2022-12-28. From that trough it took 363 days (about 11.9 months) to climb back to the earlier peak.
Over the last 12 months it distributed 2.47% of its share price (as of 2026-10-02). 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 USNQX 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 -36.94% 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.