| BRWVX | |
|---|---|
| Total return | +388.52% |
| Annualised (CAGR) | +17.19% |
| Volatility (annualised) | +17.22% |
| Sharpe (rf = 0) | 1.00 |
| Deepest drawdown | -32.07% |
| Drawdown peak → trough | 2021-12-27 → 2023-01-05 |
| Dividend yield (12m distributions) | 5.89% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +388.52% in total (+17.19% a year), with a deepest drawdown of -32.07% from 2021-12-27 to 2023-01-05. Its worst calendar year was 2022 (-29.69%), its best 2023 (+41.14%).
| Year | BRWVX |
|---|---|
| 2026 | +13.12% |
| 2025 | +16.95% |
| 2024 | +35.75% |
| 2023 | +41.14% |
| 2022 | -29.69% |
| 2021 | +29.09% |
| 2020 | +30.94% |
| 2019 | +32.48% |
| 2018 | -4.84% |
| 2017 | +26.46% |
| 2016 | +1.72% |
+388.52% in total, which works out to +17.19% 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 -29.69% (net of fees, dividends reinvested). Its best year was 2023 (+41.14%).
-32.07%, from a peak on 2021-12-27 to a trough on 2023-01-05. From that trough it took 378 days (about 12.4 months) to climb back to the earlier peak.
Over the last 12 months it distributed 5.89% 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 BRWVX 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 -32.07% 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.