| EPSYX | |
|---|---|
| Total return | +169.65% |
| Annualised (CAGR) | +10.43% |
| Volatility (annualised) | +13.63% |
| Sharpe (rf = 0) | 0.77 |
| Deepest drawdown | -36.35% |
| Drawdown peak → trough | 2020-01-17 → 2020-03-23 |
| Dividend yield (12m distributions) | 6.48% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +169.65% in total (+10.43% a year), with a deepest drawdown of -36.35% from 2020-01-17 to 2020-03-23. Its worst calendar year was 2018 (-9.25%), its best 2019 (+23.09%).
| Year | EPSYX |
|---|---|
| 2026 | +20.22% |
| 2025 | +22.06% |
| 2024 | +15.36% |
| 2023 | +12.47% |
| 2022 | -5.35% |
| 2021 | +17.41% |
| 2020 | -1.38% |
| 2019 | +23.09% |
| 2018 | -9.25% |
| 2017 | +16.31% |
| 2016 | -0.53% |
+169.65% in total, which works out to +10.43% 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 -9.25% (net of fees, dividends reinvested). Its best year was 2019 (+23.09%).
-36.35%, from a peak on 2020-01-17 to a trough on 2020-03-23. From that trough it took 297 days (about 9.8 months) to climb back to the earlier peak.
Over the last 12 months it distributed 6.48% 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 EPSYX 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 -36.35% 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.
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