| GAGEX | |
|---|---|
| Total return | +105.37% |
| Annualised (CAGR) | +7.46% |
| Volatility (annualised) | +27.46% |
| Sharpe (rf = 0) | 0.27 |
| Deepest drawdown | -69.98% |
| Drawdown peak → trough | 2018-05-21 → 2020-03-18 |
| Dividend yield (12m distributions) | 2.01% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +105.37% in total (+7.46% a year), with a deepest drawdown of -69.98% from 2018-05-21 to 2020-03-18. Its worst calendar year was 2020 (-34.22%), its best 2021 (+45.98%).
| Year | GAGEX |
|---|---|
| 2026 | +40.19% |
| 2025 | +16.90% |
| 2024 | -1.72% |
| 2023 | +2.60% |
| 2022 | +34.33% |
| 2021 | +45.98% |
| 2020 | -34.22% |
| 2019 | +10.40% |
| 2018 | -18.92% |
| 2017 | -1.06% |
| 2016 | +8.79% |
+105.37% in total, which works out to +7.46% 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 -34.22% (net of fees, dividends reinvested). Its best year was 2021 (+45.98%).
-69.98%, from a peak on 2018-05-21 to a trough on 2020-03-18. From that trough it took 799 days (about 26.2 months) to climb back to the earlier peak.
Over the last 12 months it distributed 2.01% 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 GAGEX 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 -69.98% 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.