| DFEOX | |
|---|---|
| Total return | +276.27% |
| Annualised (CAGR) | +14.17% |
| Volatility (annualised) | +16.15% |
| Sharpe (rf = 0) | 0.88 |
| Deepest drawdown | -36.55% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
| Dividend yield (12m distributions) | 0.72% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +276.27% in total (+14.17% a year), with a deepest drawdown of -36.55% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-15.01%), its best 2019 (+30.18%).
| Year | DFEOX |
|---|---|
| 2026 | +13.50% |
| 2025 | +15.64% |
| 2024 | +21.35% |
| 2023 | +22.96% |
| 2022 | -15.01% |
| 2021 | +27.54% |
| 2020 | +16.42% |
| 2019 | +30.18% |
| 2018 | -7.79% |
| 2017 | +20.26% |
| 2016 | +5.47% |
+276.27% in total, which works out to +14.17% 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 -15.01% (net of fees, dividends reinvested). Its best year was 2019 (+30.18%).
-36.55%, from a peak on 2020-02-19 to a trough on 2020-03-23. From that trough it took 157 days (about 5.2 months) to climb back to the earlier peak.
Over the last 12 months it distributed 0.72% 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 DFEOX 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 -36.55% 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.