| EKBYX | |
|---|---|
| Total return | +329.32% |
| Annualised (CAGR) | +15.69% |
| Volatility (annualised) | +15.80% |
| Sharpe (rf = 0) | 0.99 |
| Deepest drawdown | -32.30% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
| Dividend yield (12m distributions) | 7.14% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +329.32% in total (+15.69% a year), with a deepest drawdown of -32.30% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-13.08%), its best 2026 (+33.93%).
| Year | EKBYX |
|---|---|
| 2026 | +33.93% |
| 2025 | +22.00% |
| 2024 | +22.20% |
| 2023 | +22.53% |
| 2022 | -13.08% |
| 2021 | +19.55% |
| 2020 | +13.02% |
| 2019 | +33.10% |
| 2018 | -5.27% |
| 2017 | +14.76% |
| 2016 | +3.27% |
+329.32% in total, which works out to +15.69% 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 -13.08% (net of fees, dividends reinvested). Its best year was 2026 (+33.93%).
-32.30%, from a peak on 2020-02-19 to a trough on 2020-03-23. From that trough it took 163 days (about 5.4 months) to climb back to the earlier peak.
Over the last 12 months it distributed 7.14% 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 EKBYX 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 -32.30% 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.