| FCLKX | |
|---|---|
| Total return | +284.71% |
| Annualised (CAGR) | +15.49% |
| Volatility (annualised) | +16.83% |
| Sharpe (rf = 0) | 0.92 |
| Deepest drawdown | -37.09% |
| Drawdown peak → trough | 2020-01-17 → 2020-03-23 |
| Dividend yield (12m distributions) | 3.53% (as of 2026-10-02) |
Over the 9.4 years to 2026-10-02 the fund returned +284.71% in total (+15.49% a year), with a deepest drawdown of -37.09% from 2020-01-17 to 2020-03-23. Its worst calendar year was 2018 (-8.94%), its best 2019 (+31.46%).
| Year | FCLKX |
|---|---|
| 2026 | +11.71% |
| 2025 | +27.36% |
| 2024 | +26.33% |
| 2023 | +23.93% |
| 2022 | -6.02% |
| 2021 | +25.66% |
| 2020 | +9.12% |
| 2019 | +31.46% |
| 2018 | -8.94% |
| 2017 | +11.96% |
+284.71% in total, which works out to +15.49% a year over the 9 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 -8.94% (net of fees, dividends reinvested). Its best year was 2019 (+31.46%).
-37.09%, from a peak on 2020-01-17 to a trough on 2020-03-23. From that trough it took 238 days (about 7.8 months) to climb back to the earlier peak.
Over the last 12 months it distributed 3.53% 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 FCLKX 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 -37.09% 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.