| BRUNX | |
|---|---|
| Total return | +210.19% |
| Annualised (CAGR) | +11.99% |
| Volatility (annualised) | +15.62% |
| Sharpe (rf = 0) | 0.77 |
| Deepest drawdown | -38.74% |
| Drawdown peak → trough | 2020-02-12 → 2020-03-23 |
| Dividend yield (12m distributions) | 10.03% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +210.19% in total (+11.99% a year), with a deepest drawdown of -38.74% from 2020-02-12 to 2020-03-23. Its worst calendar year was 2018 (-8.26%), its best 2021 (+26.43%).
| Year | BRUNX |
|---|---|
| 2026 | +21.45% |
| 2025 | +15.38% |
| 2024 | +11.91% |
| 2023 | +14.65% |
| 2022 | -4.10% |
| 2021 | +26.43% |
| 2020 | +1.75% |
| 2019 | +23.38% |
| 2018 | -8.26% |
| 2017 | +15.26% |
| 2016 | +7.21% |
+210.19% in total, which works out to +11.99% 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 -8.26% (net of fees, dividends reinvested). Its best year was 2021 (+26.43%).
-38.74%, from a peak on 2020-02-12 to a trough on 2020-03-23. From that trough it took 283 days (about 9.3 months) to climb back to the earlier peak.
Over the last 12 months it distributed 10.03% 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 BRUNX 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 -38.74% 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.