| EWH | |
|---|---|
| Total return | +42.9% |
| Annualised (CAGR) | +3.6% |
| Volatility (annualised) | +19.7% |
| Sharpe (rf = 0) | 0.19 |
| Deepest drawdown | -42.7% |
| Drawdown peak → trough | 2021-05-28 → 2024-04-17 |
| Dividend yield (12m distributions) | 4.66% (as of 2026-09-29) |
| Rebalancing (from its prospectus) | Quarterly |
Rebalancing: per the fund's prospectus summary, its index is rebalanced quarterly. That schedule is set by the index provider, not by a view on where the market is going — and it says nothing about how often you should rebalance a portfolio; that side is covered in how often index funds rebalance.
Over the 10.0 years to 2026-09-29 the fund returned +42.9% in total (+3.6% a year), with a deepest drawdown of -42.7% from 2021-05-28 to 2024-04-17. Its worst calendar year was 2023 (-13.8%), its best 2017 (+36.5%).
| Year | EWH |
|---|---|
| 2026 | +6.2% |
| 2025 | +34.5% |
| 2024 | +0.0% |
| 2023 | -13.8% |
| 2022 | -6.8% |
| 2021 | -3.5% |
| 2020 | +4.2% |
| 2019 | +10.7% |
| 2018 | -8.7% |
| 2017 | +36.5% |
| 2016 | -10.2% |
+42.9% in total, which works out to +3.6% a year over the 10 years to 2026-09-29. 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.
2023 — its calendar-year return was -13.8% (net of fees, dividends reinvested). Its best year was 2017 (+36.5%).
-42.7%, from a peak on 2021-05-28 to a trough on 2024-04-17. From that trough it took 650 days (about 21.4 months) to climb back to the earlier peak.
Over the last 12 months it distributed 4.66% of its share price (as of 2026-09-29). 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 EWH 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 -42.7% 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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