| VSLU | |
|---|---|
| Total return | +103.1% |
| Annualised (CAGR) | +14.0% |
| Volatility (annualised) | +14.7% |
| Sharpe (rf = 0) | 0.95 |
| Deepest drawdown | -23.9% |
| Drawdown peak → trough | 2021-12-29 → 2022-09-30 |
Over the 5.4 years to 2026-09-21 the fund returned +103.1% in total (+14.0% a year), with a deepest drawdown of -23.9% from 2021-12-29 to 2022-09-30. Its worst calendar year was 2022 (-16.0%), its best 2023 (+26.8%).
| Year | VSLU |
|---|---|
| 2026 | +11.2% |
| 2025 | +21.5% |
| 2024 | +23.8% |
| 2023 | +26.8% |
| 2022 | -16.0% |
| 2021 | +14.0% |
It does not say VSLU 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 -23.9% 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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