| XTL | |
|---|---|
| Total return | +261.4% |
| Annualised (CAGR) | +13.7% |
| Volatility (annualised) | +22.2% |
| Sharpe (rf = 0) | 0.62 |
| Deepest drawdown | -37.0% |
| Drawdown peak → trough | 2021-06-25 → 2023-10-27 |
Over the 10.0 years to 2026-09-21 the fund returned +261.4% in total (+13.7% a year), with a deepest drawdown of -37.0% from 2021-06-25 to 2023-10-27. Its worst calendar year was 2022 (-19.2%), its best 2025 (+44.9%).
| Year | XTL |
|---|---|
| 2026 | +37.4% |
| 2025 | +44.9% |
| 2024 | +34.9% |
| 2023 | -1.2% |
| 2022 | -19.2% |
| 2021 | +21.6% |
| 2020 | +22.5% |
| 2019 | +12.5% |
| 2018 | -6.6% |
| 2017 | +0.6% |
| 2016 | +7.1% |
It does not say XTL 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 -37.0% 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