| FZROX | |
|---|---|
| Total return | +193.08% |
| Annualised (CAGR) | +14.14% |
| Volatility (annualised) | +17.15% |
| Sharpe (rf = 0) | 0.82 |
| Deepest drawdown | -34.96% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
| Dividend yield (12m distributions) | 0.90% (as of 2026-10-02) |
Over the 8.1 years to 2026-10-02 the fund returned +193.08% in total (+14.14% a year), with a deepest drawdown of -34.96% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-19.19%), its best 2019 (+31.15%).
| Year | FZROX |
|---|---|
| 2026 | +13.79% |
| 2025 | +17.24% |
| 2024 | +23.94% |
| 2023 | +26.21% |
| 2022 | -19.19% |
| 2021 | +26.01% |
| 2020 | +20.50% |
| 2019 | +31.15% |
| 2018 | -12.72% |
+193.08% in total, which works out to +14.14% a year over the 8 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.
2022 — its calendar-year return was -19.19% (net of fees, dividends reinvested). Its best year was 2019 (+31.15%).
-34.96%, from a peak on 2020-02-19 to a trough on 2020-03-23. From that trough it took 142 days (about 4.7 months) to climb back to the earlier peak.
Over the last 12 months it distributed 0.90% 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 FZROX 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 -34.96% 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.