| XME | |
|---|---|
| Total return | +368.3% |
| Annualised (CAGR) | +16.7% |
| Volatility (annualised) | +32.4% |
| Sharpe (rf = 0) | 0.52 |
| Deepest drawdown | -61.7% |
| Drawdown peak → trough | 2018-01-11 → 2020-03-23 |
Over the 10.0 years to 2026-09-21 the fund returned +368.3% in total (+16.7% a year), with a deepest drawdown of -61.7% from 2018-01-11 to 2020-03-23. Its worst calendar year was 2018 (-26.8%), its best 2025 (+83.5%).
| Year | XME |
|---|---|
| 2026 | +5.4% |
| 2025 | +83.5% |
| 2024 | -4.5% |
| 2023 | +21.5% |
| 2022 | +13.1% |
| 2021 | +34.9% |
| 2020 | +16.0% |
| 2019 | +14.7% |
| 2018 | -26.8% |
| 2017 | +21.2% |
| 2016 | +15.9% |
It does not say XME 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 -61.7% 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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