| GWLRX | |
|---|---|
| Total return | +244.93% |
| Annualised (CAGR) | +13.18% |
| Volatility (annualised) | +18.02% |
| Sharpe (rf = 0) | 0.73 |
| Deepest drawdown | -32.65% |
| Drawdown peak → trough | 2020-01-17 → 2020-03-23 |
| Dividend yield (12m distributions) | 1.43% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +244.93% in total (+13.18% a year), with a deepest drawdown of -32.65% from 2020-01-17 to 2020-03-23. Its worst calendar year was 2022 (-23.61%), its best 2026 (+40.54%).
| Year | GWLRX |
|---|---|
| 2026 | +40.54% |
| 2025 | +33.96% |
| 2024 | +0.14% |
| 2023 | +20.62% |
| 2022 | -23.61% |
| 2021 | +32.93% |
| 2020 | +15.22% |
| 2019 | +22.85% |
| 2018 | -12.06% |
| 2017 | +23.08% |
| 2016 | -2.51% |
+244.93% in total, which works out to +13.18% 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.
2022 — its calendar-year return was -23.61% (net of fees, dividends reinvested). Its best year was 2026 (+40.54%).
-32.65%, from a peak on 2020-01-17 to a trough on 2020-03-23. From that trough it took 162 days (about 5.3 months) to climb back to the earlier peak.
Over the last 12 months it distributed 1.43% 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 GWLRX 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 -32.65% 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.
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