| BSCRX | |
|---|---|
| Total return | +189.70% |
| Annualised (CAGR) | +12.96% |
| Volatility (annualised) | +18.60% |
| Sharpe (rf = 0) | 0.70 |
| Deepest drawdown | -42.32% |
| Drawdown peak → trough | 2018-08-21 → 2020-03-18 |
| Dividend yield (12m distributions) | 4.29% (as of 2026-10-02) |
Over the 8.7 years to 2026-10-02 the fund returned +189.70% in total (+12.96% a year), with a deepest drawdown of -42.32% from 2018-08-21 to 2020-03-18. Its worst calendar year was 2018 (-11.73%), its best 2021 (+28.67%).
| Year | BSCRX |
|---|---|
| 2026 | +15.10% |
| 2025 | +23.62% |
| 2024 | +25.06% |
| 2023 | +22.91% |
| 2022 | -7.88% |
| 2021 | +28.67% |
| 2020 | +20.81% |
| 2019 | +4.80% |
| 2018 | -11.73% |
+189.70% in total, which works out to +12.96% a year over the 9 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 -11.73% (net of fees, dividends reinvested). Its best year was 2021 (+28.67%).
-42.32%, from a peak on 2018-08-21 to a trough on 2020-03-18. From that trough it took 250 days (about 8.2 months) to climb back to the earlier peak.
Over the last 12 months it distributed 4.29% 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 BSCRX 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 -42.32% 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.