| XOP | |
|---|---|
| Total return | +52.4% |
| Annualised (CAGR) | +4.3% |
| Volatility (annualised) | +42.0% |
| Sharpe (rf = 0) | 0.10 |
| Deepest drawdown | -82.6% |
| Drawdown peak → trough | 2018-10-03 → 2020-03-23 |
Over the 10.0 years to 2026-09-21 the fund returned +52.4% in total (+4.3% a year), with a deepest drawdown of -82.6% from 2018-10-03 to 2020-03-23. Its worst calendar year was 2020 (-36.3%), its best 2021 (+66.8%).
| Year | XOP |
|---|---|
| 2026 | +48.2% |
| 2025 | -2.1% |
| 2024 | -1.0% |
| 2023 | +3.5% |
| 2022 | +45.3% |
| 2021 | +66.8% |
| 2020 | -36.3% |
| 2019 | -9.4% |
| 2018 | -28.1% |
| 2017 | -9.5% |
| 2016 | +12.7% |
It does not say XOP 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 -82.6% 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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