| FSENX | |
|---|---|
| Total return | +146.17% |
| Annualised (CAGR) | +9.43% |
| Volatility (annualised) | +30.77% |
| Sharpe (rf = 0) | 0.31 |
| Deepest drawdown | -72.11% |
| Drawdown peak → trough | 2018-05-21 → 2020-03-18 |
| Dividend yield (12m distributions) | 1.45% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +146.17% in total (+9.43% a year), with a deepest drawdown of -72.11% from 2018-05-21 to 2020-03-18. Its worst calendar year was 2020 (-32.51%), its best 2022 (+63.03%).
| Year | FSENX |
|---|---|
| 2026 | +47.58% |
| 2025 | +10.53% |
| 2024 | +2.35% |
| 2023 | +0.93% |
| 2022 | +63.03% |
| 2021 | +55.35% |
| 2020 | -32.51% |
| 2019 | +9.88% |
| 2018 | -24.92% |
| 2017 | -2.64% |
| 2016 | +6.40% |
+146.17% in total, which works out to +9.43% 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.
2020 — its calendar-year return was -32.51% (net of fees, dividends reinvested). Its best year was 2022 (+63.03%).
-72.11%, from a peak on 2018-05-21 to a trough on 2020-03-18. From that trough it took 714 days (about 23.5 months) to climb back to the earlier peak.
Over the last 12 months it distributed 1.45% 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 FSENX 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 -72.11% 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.