| FSAGX | |
|---|---|
| Total return | +205.36% |
| Annualised (CAGR) | +11.81% |
| Volatility (annualised) | +33.50% |
| Sharpe (rf = 0) | 0.35 |
| Deepest drawdown | -50.56% |
| Drawdown peak → trough | 2020-08-05 → 2022-09-26 |
| Dividend yield (12m distributions) | 4.79% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +205.36% in total (+11.81% a year), with a deepest drawdown of -50.56% from 2020-08-05 to 2022-09-26. Its worst calendar year was 2016 (-18.49%), its best 2025 (+142.93%).
| Year | FSAGX |
|---|---|
| 2026 | +7.02% |
| 2025 | +142.93% |
| 2024 | +14.86% |
| 2023 | -0.36% |
| 2022 | -13.46% |
| 2021 | -10.43% |
| 2020 | +26.85% |
| 2019 | +35.50% |
| 2018 | -13.00% |
| 2017 | +8.63% |
| 2016 | -18.49% |
+205.36% in total, which works out to +11.81% 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.
2016 — its calendar-year return was -18.49% (net of fees, dividends reinvested). Its best year was 2025 (+142.93%).
-50.56%, from a peak on 2020-08-05 to a trough on 2022-09-26. From that trough it took 920 days (about 30.2 months) to climb back to the earlier peak.
Over the last 12 months it distributed 4.79% 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 FSAGX 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 -50.56% 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.