| BWLYX | |
|---|---|
| Total return | +182.61% |
| Annualised (CAGR) | +10.95% |
| Volatility (annualised) | +17.26% |
| Sharpe (rf = 0) | 0.63 |
| Deepest drawdown | -42.13% |
| Drawdown peak → trough | 2020-01-17 → 2020-03-23 |
| Dividend yield (12m distributions) | 10.37% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +182.61% in total (+10.95% a year), with a deepest drawdown of -42.13% from 2020-01-17 to 2020-03-23. Its worst calendar year was 2018 (-13.35%), its best 2019 (+25.46%).
| Year | BWLYX |
|---|---|
| 2026 | +21.92% |
| 2025 | +24.10% |
| 2024 | +13.70% |
| 2023 | +11.19% |
| 2022 | -7.81% |
| 2021 | +22.83% |
| 2020 | -3.14% |
| 2019 | +25.46% |
| 2018 | -13.35% |
| 2017 | +15.81% |
| 2016 | +6.99% |
+182.61% in total, which works out to +10.95% 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 -13.35% (net of fees, dividends reinvested). Its best year was 2019 (+25.46%).
-42.13%, from a peak on 2020-01-17 to a trough on 2020-03-23. From that trough it took 295 days (about 9.7 months) to climb back to the earlier peak.
Over the last 12 months it distributed 10.37% 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 BWLYX 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 -42.13% 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.