| XAR | |
|---|---|
| Total return | +357.1% |
| Annualised (CAGR) | +16.4% |
| Volatility (annualised) | +22.8% |
| Sharpe (rf = 0) | 0.72 |
| Deepest drawdown | -46.4% |
| Drawdown peak → trough | 2020-02-12 → 2020-03-23 |
Over the 10.0 years to 2026-09-21 the fund returned +357.1% in total (+16.4% a year), with a deepest drawdown of -46.4% from 2020-02-12 to 2020-03-23. Its worst calendar year was 2022 (-5.0%), its best 2025 (+46.1%).
| Year | XAR |
|---|---|
| 2026 | +1.1% |
| 2025 | +46.1% |
| 2024 | +23.3% |
| 2023 | +23.8% |
| 2022 | -5.0% |
| 2021 | +2.3% |
| 2020 | +6.2% |
| 2019 | +39.3% |
| 2018 | -4.6% |
| 2017 | +33.0% |
| 2016 | +11.1% |
It does not say XAR 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 -46.4% 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.
More in US · Sectors: COPX · AIRR · AMLP · all fund pages