| VOTE | |
|---|---|
| Total return | +94.2% |
| Annualised (CAGR) | +13.5% |
| Volatility (annualised) | +15.6% |
| Sharpe (rf = 0) | 0.87 |
| Deepest drawdown | -25.7% |
| Drawdown peak → trough | 2021-12-29 → 2022-10-14 |
Over the 5.2 years to 2026-09-21 the fund returned +94.2% in total (+13.5% a year), with a deepest drawdown of -25.7% from 2021-12-29 to 2022-10-14. Its worst calendar year was 2022 (-19.7%), its best 2023 (+27.6%).
| Year | VOTE |
|---|---|
| 2026 | +14.6% |
| 2025 | +17.9% |
| 2024 | +25.2% |
| 2023 | +27.6% |
| 2022 | -19.7% |
| 2021 | +12.1% |
It does not say VOTE 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 -25.7% 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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