| EKWYX | |
|---|---|
| Total return | +300.26% |
| Annualised (CAGR) | +14.88% |
| Volatility (annualised) | +33.62% |
| Sharpe (rf = 0) | 0.44 |
| Deepest drawdown | -48.95% |
| Drawdown peak → trough | 2020-08-05 → 2022-09-26 |
| Dividend yield (12m distributions) | 1.45% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +300.26% in total (+14.88% a year), with a deepest drawdown of -48.95% from 2020-08-05 to 2022-09-26. Its worst calendar year was 2016 (-20.46%), its best 2025 (+164.30%).
| Year | EKWYX |
|---|---|
| 2026 | +2.78% |
| 2025 | +164.30% |
| 2024 | +21.65% |
| 2023 | +9.16% |
| 2022 | -7.44% |
| 2021 | -10.78% |
| 2020 | +24.75% |
| 2019 | +40.76% |
| 2018 | -12.56% |
| 2017 | +10.00% |
| 2016 | -20.46% |
+300.26% in total, which works out to +14.88% 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.
2016 — its calendar-year return was -20.46% (net of fees, dividends reinvested). Its best year was 2025 (+164.30%).
-48.95%, from a peak on 2020-08-05 to a trough on 2022-09-26. From that trough it took 729 days (about 23.9 months) to climb back to the earlier peak.
Over the last 12 months it distributed 1.45% 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 EKWYX 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 -48.95% 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.