| ENPSX | |
|---|---|
| Total return | +90.15% |
| Annualised (CAGR) | +6.64% |
| Volatility (annualised) | +44.90% |
| Sharpe (rf = 0) | 0.15 |
| Deepest drawdown | -84.82% |
| Drawdown peak → trough | 2018-05-21 → 2020-03-18 |
| Dividend yield (12m distributions) | 1.25% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +90.15% in total (+6.64% a year), with a deepest drawdown of -84.82% from 2018-05-21 to 2020-03-18. Its worst calendar year was 2020 (-54.18%), its best 2022 (+90.14%).
| Year | ENPSX |
|---|---|
| 2026 | +62.31% |
| 2025 | +3.94% |
| 2024 | +1.18% |
| 2023 | -8.35% |
| 2022 | +90.14% |
| 2021 | +80.53% |
| 2020 | -54.18% |
| 2019 | +9.28% |
| 2018 | -31.24% |
| 2017 | -6.50% |
| 2016 | +10.00% |
+90.15% in total, which works out to +6.64% 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.
2020 — its calendar-year return was -54.18% (net of fees, dividends reinvested). Its best year was 2022 (+90.14%).
-84.82%, from a peak on 2018-05-21 to a trough on 2020-03-18. From that trough it took 798 days (about 26.2 months) to climb back to the earlier peak.
Over the last 12 months it distributed 1.25% 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 ENPSX 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 -84.82% 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.