| JASCX | |
|---|---|
| Total return | +142.39% |
| Annualised (CAGR) | +9.26% |
| Volatility (annualised) | +19.99% |
| Sharpe (rf = 0) | 0.46 |
| Deepest drawdown | -52.47% |
| Drawdown peak → trough | 2018-01-22 → 2020-03-18 |
| Dividend yield (12m distributions) | 2.94% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +142.39% in total (+9.26% a year), with a deepest drawdown of -52.47% from 2018-01-22 to 2020-03-18. Its worst calendar year was 2018 (-24.42%), its best 2021 (+38.79%).
| Year | JASCX |
|---|---|
| 2026 | +15.07% |
| 2025 | +12.65% |
| 2024 | +18.17% |
| 2023 | +25.16% |
| 2022 | -11.65% |
| 2021 | +38.79% |
| 2020 | -1.11% |
| 2019 | +17.82% |
| 2018 | -24.42% |
| 2017 | +6.57% |
| 2016 | +9.88% |
+142.39% in total, which works out to +9.26% 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.
2018 — its calendar-year return was -24.42% (net of fees, dividends reinvested). Its best year was 2021 (+38.79%).
-52.47%, from a peak on 2018-01-22 to a trough on 2020-03-18. From that trough it took 357 days (about 11.7 months) to climb back to the earlier peak.
Over the last 12 months it distributed 2.94% 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 JASCX 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 -52.47% 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.