| XLG | |
|---|---|
| Total return | +381.2% |
| Annualised (CAGR) | +17.0% |
| Volatility (annualised) | +16.1% |
| Sharpe (rf = 0) | 1.06 |
| Deepest drawdown | -30.5% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
Over the 10.0 years to 2026-09-21 the fund returned +381.2% in total (+17.0% a year), with a deepest drawdown of -30.5% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-24.3%), its best 2023 (+38.2%).
| Year | XLG |
|---|---|
| 2026 | +9.2% |
| 2025 | +19.5% |
| 2024 | +33.5% |
| 2023 | +38.2% |
| 2022 | -24.3% |
| 2021 | +30.8% |
| 2020 | +24.2% |
| 2019 | +32.0% |
| 2018 | -3.6% |
| 2017 | +23.0% |
| 2016 | +3.8% |
It does not say XLG 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 -30.5% 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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