| APWEX | |
|---|---|
| Total return | +187.57% |
| Annualised (CAGR) | +11.14% |
| Volatility (annualised) | +24.90% |
| Sharpe (rf = 0) | 0.45 |
| Deepest drawdown | -57.43% |
| Drawdown peak → trough | 2018-05-21 → 2020-03-23 |
| Dividend yield (12m distributions) | 0.55% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +187.57% in total (+11.14% a year), with a deepest drawdown of -57.43% from 2018-05-21 to 2020-03-23. Its worst calendar year was 2018 (-24.50%), its best 2021 (+36.64%).
| Year | APWEX |
|---|---|
| 2026 | +29.86% |
| 2025 | +21.35% |
| 2024 | +13.21% |
| 2023 | +4.57% |
| 2022 | +32.45% |
| 2021 | +36.64% |
| 2020 | -0.02% |
| 2019 | +8.29% |
| 2018 | -24.50% |
| 2017 | -1.94% |
| 2016 | +6.27% |
+187.57% in total, which works out to +11.14% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2018 — its calendar-year return was -24.50% (net of fees, dividends reinvested). Its best year was 2021 (+36.64%).
-57.43%, from a peak on 2018-05-21 to a trough on 2020-03-23. From that trough it took 420 days (about 13.8 months) to climb back to the earlier peak.
Over the last 12 months it distributed 0.55% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say APWEX 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 -57.43% 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.