| EPLPX | |
|---|---|
| Total return | +178.60% |
| Annualised (CAGR) | +10.79% |
| Volatility (annualised) | +13.42% |
| Sharpe (rf = 0) | 0.80 |
| Deepest drawdown | -35.84% |
| Drawdown peak → trough | 2020-02-12 → 2020-03-23 |
| Dividend yield (12m distributions) | 5.78% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +178.60% in total (+10.79% a year), with a deepest drawdown of -35.84% from 2020-02-12 to 2020-03-23. Its worst calendar year was 2018 (-5.60%), its best 2019 (+23.70%).
| Year | EPLPX |
|---|---|
| 2026 | +15.80% |
| 2025 | +13.65% |
| 2024 | +18.07% |
| 2023 | +8.42% |
| 2022 | -2.98% |
| 2021 | +22.51% |
| 2020 | -0.09% |
| 2019 | +23.70% |
| 2018 | -5.60% |
| 2017 | +16.66% |
| 2016 | +2.23% |
+178.60% in total, which works out to +10.79% 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 -5.60% (net of fees, dividends reinvested). Its best year was 2019 (+23.70%).
-35.84%, from a peak on 2020-02-12 to a trough on 2020-03-23. From that trough it took 322 days (about 10.6 months) to climb back to the earlier peak.
Over the last 12 months it distributed 5.78% 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 EPLPX 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 -35.84% 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.