| AVUSX | |
|---|---|
| Total return | +167.46% |
| Annualised (CAGR) | +15.50% |
| Volatility (annualised) | +17.53% |
| Sharpe (rf = 0) | 0.88 |
| Deepest drawdown | -36.23% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
| Dividend yield (12m distributions) | 2.26% (as of 2026-10-02) |
Over the 6.8 years to 2026-10-02 the fund returned +167.46% in total (+15.50% a year), with a deepest drawdown of -36.23% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-14.41%), its best 2021 (+27.46%).
| Year | AVUSX |
|---|---|
| 2026 | +17.00% |
| 2025 | +16.44% |
| 2024 | +20.03% |
| 2023 | +21.45% |
| 2022 | -14.41% |
| 2021 | +27.46% |
| 2020 | +18.64% |
| 2019 | +4.06% |
+167.46% in total, which works out to +15.50% a year over the 7 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.
2022 — its calendar-year return was -14.41% (net of fees, dividends reinvested). Its best year was 2021 (+27.46%).
-36.23%, from a peak on 2020-02-19 to a trough on 2020-03-23. From that trough it took 154 days (about 5.1 months) to climb back to the earlier peak.
Over the last 12 months it distributed 2.26% 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 AVUSX 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 -36.23% 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.