| WTV | |
|---|---|
| Total return | +204.3% |
| Annualised (CAGR) | +13.5% |
| Volatility (annualised) | +19.0% |
| Sharpe (rf = 0) | 0.71 |
| Deepest drawdown | -42.2% |
| Drawdown peak → trough | 2020-01-16 → 2020-03-23 |
Over the 8.8 years to 2026-09-21 the fund returned +204.3% in total (+13.5% a year), with a deepest drawdown of -42.2% from 2020-01-16 to 2020-03-23. Its worst calendar year was 2018 (-8.3%), its best 2021 (+30.6%).
| Year | WTV |
|---|---|
| 2026 | +15.3% |
| 2025 | +13.5% |
| 2024 | +24.0% |
| 2023 | +22.3% |
| 2022 | -8.1% |
| 2021 | +30.6% |
| 2020 | +6.1% |
| 2019 | +29.7% |
| 2018 | -8.3% |
| 2017 | +1.1% |
It does not say WTV 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 -42.2% 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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