| FEBIX | |
|---|---|
| Total return | +120.52% |
| Annualised (CAGR) | +8.23% |
| Volatility (annualised) | +10.14% |
| Sharpe (rf = 0) | 0.81 |
| Deepest drawdown | -23.05% |
| Drawdown peak → trough | 2020-01-02 → 2020-03-23 |
| Dividend yield (12m distributions) | 3.98% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +120.52% in total (+8.23% a year), with a deepest drawdown of -23.05% from 2020-01-02 to 2020-03-23. Its worst calendar year was 2018 (-6.17%), its best 2025 (+26.47%).
| Year | FEBIX |
|---|---|
| 2026 | +7.63% |
| 2025 | +26.47% |
| 2024 | +8.32% |
| 2023 | +8.07% |
| 2022 | -3.33% |
| 2021 | +11.88% |
| 2020 | +4.86% |
| 2019 | +15.12% |
| 2018 | -6.17% |
| 2017 | +13.28% |
| 2016 | -0.26% |
+120.52% in total, which works out to +8.23% 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 -6.17% (net of fees, dividends reinvested). Its best year was 2025 (+26.47%).
-23.05%, from a peak on 2020-01-02 to a trough on 2020-03-23. From that trough it took 232 days (about 7.6 months) to climb back to the earlier peak.
Over the last 12 months it distributed 3.98% 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 FEBIX 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 -23.05% 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.