| VRIG | |
|---|---|
| Total return | +40.7% |
| Annualised (CAGR) | +3.5% |
| Volatility (annualised) | +3.4% |
| Sharpe (rf = 0) | 1.04 |
| Deepest drawdown | -13.0% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-26 |
Over the 10.0 years to 2026-09-21 the fund returned +40.7% in total (+3.5% a year), with a deepest drawdown of -13.0% from 2020-02-19 to 2020-03-26. Its worst calendar year was 2018 (+0.5%), its best 2023 (+7.4%).
| Year | VRIG |
|---|---|
| 2026 | +3.1% |
| 2025 | +5.1% |
| 2024 | +6.8% |
| 2023 | +7.4% |
| 2022 | +1.0% |
| 2021 | +1.1% |
| 2020 | +1.8% |
| 2019 | +4.6% |
| 2018 | +0.5% |
| 2017 | +3.2% |
| 2016 | +0.6% |
It does not say VRIG 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 -13.0% 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.
More in US · Bonds: USFR · TFLO · FLOT · all fund pages