| BUFEX | |
|---|---|
| Total return | +323.99% |
| Annualised (CAGR) | +15.54% |
| Volatility (annualised) | +16.30% |
| Sharpe (rf = 0) | 0.95 |
| Deepest drawdown | -32.26% |
| Drawdown peak → trough | 2021-11-19 → 2022-10-14 |
| Dividend yield (12m distributions) | 6.03% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +323.99% in total (+15.54% a year), with a deepest drawdown of -32.26% from 2021-11-19 to 2022-10-14. Its worst calendar year was 2022 (-28.61%), its best 2023 (+40.39%).
| Year | BUFEX |
|---|---|
| 2026 | +11.92% |
| 2025 | +16.25% |
| 2024 | +28.87% |
| 2023 | +40.39% |
| 2022 | -28.61% |
| 2021 | +26.08% |
| 2020 | +28.08% |
| 2019 | +31.77% |
| 2018 | -1.63% |
| 2017 | +24.86% |
| 2016 | -3.47% |
+323.99% in total, which works out to +15.54% 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 -28.61% (net of fees, dividends reinvested). Its best year was 2023 (+40.39%).
-32.26%, from a peak on 2021-11-19 to a trough on 2022-10-14. From that trough it took 455 days (about 14.9 months) to climb back to the earlier peak.
Over the last 12 months it distributed 6.03% 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 BUFEX 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 -32.26% 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.