| WTPI | |
|---|---|
| Total return | +122.0% |
| Annualised (CAGR) | +8.3% |
| Volatility (annualised) | +10.2% |
| Sharpe (rf = 0) | 0.82 |
| Deepest drawdown | -28.4% |
| Drawdown peak → trough | 2020-02-21 → 2020-03-23 |
Over the 10.0 years to 2026-09-21 the fund returned +122.0% in total (+8.3% a year), with a deepest drawdown of -28.4% from 2020-02-21 to 2020-03-23. Its worst calendar year was 2022 (-10.1%), its best 2021 (+20.9%).
| Year | WTPI |
|---|---|
| 2026 | +8.0% |
| 2025 | +14.4% |
| 2024 | +17.2% |
| 2023 | +15.5% |
| 2022 | -10.1% |
| 2021 | +20.9% |
| 2020 | +1.7% |
| 2019 | +13.6% |
| 2018 | -7.1% |
| 2017 | +10.1% |
| 2016 | +3.4% |
It does not say WTPI 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 -28.4% 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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