| DESUX | |
|---|---|
| Total return | +258.88% |
| Annualised (CAGR) | +13.63% |
| Volatility (annualised) | +15.98% |
| Sharpe (rf = 0) | 0.85 |
| Deepest drawdown | -34.68% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
| Dividend yield (12m distributions) | 4.92% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +258.88% in total (+13.63% a year), with a deepest drawdown of -34.68% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2018 (-16.95%), its best 2021 (+29.15%).
| Year | DESUX |
|---|---|
| 2026 | +16.51% |
| 2025 | +19.00% |
| 2024 | +23.90% |
| 2023 | +26.59% |
| 2022 | -15.46% |
| 2021 | +29.15% |
| 2020 | +19.24% |
| 2019 | +28.06% |
| 2018 | -16.95% |
| 2017 | +13.10% |
| 2016 | +5.38% |
+258.88% in total, which works out to +13.63% 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 -16.95% (net of fees, dividends reinvested). Its best year was 2021 (+29.15%).
-34.68%, from a peak on 2020-02-19 to a trough on 2020-03-23. From that trough it took 154 days (about 5.1 months) to climb back to the earlier peak.
Over the last 12 months it distributed 4.92% 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 DESUX 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 -34.68% 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.