| VIG | |
|---|---|
| Total return | +241.2% |
| Annualised (CAGR) | +13.1% |
| Volatility (annualised) | +13.5% |
| Sharpe (rf = 0) | 0.97 |
| Deepest drawdown | -31.7% |
| Drawdown peak → trough | 2020-02-14 → 2020-03-23 |
Over the 10.0 years to 2026-09-21 the fund returned +241.2% in total (+13.1% a year), with a deepest drawdown of -31.7% from 2020-02-14 to 2020-03-23. Its worst calendar year was 2022 (-9.8%), its best 2019 (+29.6%).
| Year | VIG |
|---|---|
| 2026 | +9.3% |
| 2025 | +14.2% |
| 2024 | +17.0% |
| 2023 | +14.5% |
| 2022 | -9.8% |
| 2021 | +23.8% |
| 2020 | +15.4% |
| 2019 | +29.6% |
| 2018 | -2.1% |
| 2017 | +22.2% |
| 2016 | +2.1% |
It does not say VIG 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 -31.7% 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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