| BRLGX | |
|---|---|
| Total return | +367.79% |
| Annualised (CAGR) | +16.68% |
| Volatility (annualised) | +18.31% |
| Sharpe (rf = 0) | 0.91 |
| Deepest drawdown | -34.79% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
| Dividend yield (12m distributions) | 8.00% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +367.79% in total (+16.68% a year), with a deepest drawdown of -34.79% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-25.17%), its best 2020 (+34.48%).
| Year | BRLGX |
|---|---|
| 2026 | +26.36% |
| 2025 | +16.23% |
| 2024 | +22.17% |
| 2023 | +31.37% |
| 2022 | -25.17% |
| 2021 | +21.82% |
| 2020 | +34.48% |
| 2019 | +30.18% |
| 2018 | -5.99% |
| 2017 | +27.22% |
| 2016 | +3.97% |
+367.79% in total, which works out to +16.68% 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.
2022 — its calendar-year return was -25.17% (net of fees, dividends reinvested). Its best year was 2020 (+34.48%).
-34.79%, from a peak on 2020-02-19 to a trough on 2020-03-23. From that trough it took 105 days (about 3.4 months) to climb back to the earlier peak.
Over the last 12 months it distributed 8.00% 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 BRLGX 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 -34.79% 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.