| BRXVX | |
|---|---|
| Total return | +191.77% |
| Annualised (CAGR) | +11.30% |
| Volatility (annualised) | +14.80% |
| Sharpe (rf = 0) | 0.76 |
| Deepest drawdown | -36.06% |
| Drawdown peak → trough | 2018-01-26 → 2020-03-23 |
| Dividend yield (12m distributions) | 3.62% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +191.77% in total (+11.30% a year), with a deepest drawdown of -36.06% from 2018-01-26 to 2020-03-23. Its worst calendar year was 2018 (-15.39%), its best 2025 (+40.06%).
| Year | BRXVX |
|---|---|
| 2026 | +17.21% |
| 2025 | +40.06% |
| 2024 | +11.90% |
| 2023 | +14.45% |
| 2022 | -13.32% |
| 2021 | +13.53% |
| 2020 | +9.26% |
| 2019 | +22.10% |
| 2018 | -15.39% |
| 2017 | +25.11% |
| 2016 | -0.14% |
+191.77% in total, which works out to +11.30% 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 -15.39% (net of fees, dividends reinvested). Its best year was 2025 (+40.06%).
-36.06%, from a peak on 2018-01-26 to a trough on 2020-03-23. From that trough it took 249 days (about 8.2 months) to climb back to the earlier peak.
Over the last 12 months it distributed 3.62% 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 BRXVX 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 -36.06% 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.