| USPX | |
|---|---|
| Total return | +227.4% |
| Annualised (CAGR) | +12.6% |
| Volatility (annualised) | +14.0% |
| Sharpe (rf = 0) | 0.90 |
| Deepest drawdown | -31.2% |
| Drawdown peak → trough | 2020-01-17 → 2020-03-23 |
Over the 10.0 years to 2026-09-21 the fund returned +227.4% in total (+12.6% a year), with a deepest drawdown of -31.2% from 2020-01-17 to 2020-03-23. Its worst calendar year was 2022 (-18.9%), its best 2023 (+27.1%).
| Year | USPX |
|---|---|
| 2026 | +13.9% |
| 2025 | +17.8% |
| 2024 | +25.0% |
| 2023 | +27.1% |
| 2022 | -18.9% |
| 2021 | +19.5% |
| 2020 | +9.8% |
| 2019 | +26.6% |
| 2018 | -7.8% |
| 2017 | +23.8% |
| 2016 | -0.2% |
It does not say USPX 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 -31.2% 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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