| FSWCX | |
|---|---|
| Total return | +153.97% |
| Annualised (CAGR) | +11.19% |
| Volatility (annualised) | +19.25% |
| Sharpe (rf = 0) | 0.58 |
| Deepest drawdown | -41.41% |
| Drawdown peak → trough | 2020-01-16 → 2020-03-23 |
| Dividend yield (12m distributions) | 2.64% (as of 2026-10-02) |
Over the 8.8 years to 2026-10-02 the fund returned +153.97% in total (+11.19% a year), with a deepest drawdown of -41.41% from 2020-01-16 to 2020-03-23. Its worst calendar year was 2018 (-11.51%), its best 2021 (+30.41%).
| Year | FSWCX |
|---|---|
| 2026 | +11.60% |
| 2025 | +22.49% |
| 2024 | +19.45% |
| 2023 | +12.58% |
| 2022 | -3.69% |
| 2021 | +30.41% |
| 2020 | -4.44% |
| 2019 | +29.09% |
| 2018 | -11.51% |
| 2017 | +0.77% |
+153.97% in total, which works out to +11.19% 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 -11.51% (net of fees, dividends reinvested). Its best year was 2021 (+30.41%).
-41.41%, from a peak on 2020-01-16 to a trough on 2020-03-23. From that trough it took 295 days (about 9.7 months) to climb back to the earlier peak.
Over the last 12 months it distributed 2.64% 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 FSWCX 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 -41.41% 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.