| WTMF | |
|---|---|
| Total return | +49.3% |
| Annualised (CAGR) | +4.1% |
| Volatility (annualised) | +6.3% |
| Sharpe (rf = 0) | 0.65 |
| Deepest drawdown | -14.8% |
| Drawdown peak → trough | 2016-10-19 → 2020-06-08 |
Over the 10.0 years to 2026-09-21 the fund returned +49.3% in total (+4.1% a year), with a deepest drawdown of -14.8% from 2016-10-19 to 2020-06-08. Its worst calendar year was 2022 (-6.5%), its best 2023 (+16.7%).
| Year | WTMF |
|---|---|
| 2026 | +15.7% |
| 2025 | +12.2% |
| 2024 | +3.2% |
| 2023 | +16.7% |
| 2022 | -6.5% |
| 2021 | +9.5% |
| 2020 | +0.5% |
| 2019 | -2.7% |
| 2018 | +0.2% |
| 2017 | -3.4% |
| 2016 | -1.3% |
It does not say WTMF 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 -14.8% 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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