| KCXIX | |
|---|---|
| Total return | +161.53% |
| Annualised (CAGR) | +15.30% |
| Volatility (annualised) | +18.00% |
| Sharpe (rf = 0) | 0.85 |
| Deepest drawdown | -35.77% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
| Dividend yield (12m distributions) | 2.28% (as of 2026-10-02) |
Over the 6.8 years to 2026-10-02 the fund returned +161.53% in total (+15.30% a year), with a deepest drawdown of -35.77% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-21.05%), its best 2023 (+29.04%).
| Year | KCXIX |
|---|---|
| 2026 | +13.50% |
| 2025 | +17.20% |
| 2024 | +25.01% |
| 2023 | +29.04% |
| 2022 | -21.05% |
| 2021 | +27.04% |
| 2020 | +21.52% |
+161.53% in total, which works out to +15.30% a year over the 7 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 -21.05% (net of fees, dividends reinvested). Its best year was 2023 (+29.04%).
-35.77%, from a peak on 2020-02-19 to a trough on 2020-03-23. From that trough it took 147 days (about 4.8 months) to climb back to the earlier peak.
Over the last 12 months it distributed 2.28% 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 KCXIX 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 -35.77% 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.