| LBWIX | |
|---|---|
| Total return | +214.52% |
| Annualised (CAGR) | +12.14% |
| Volatility (annualised) | +15.88% |
| Sharpe (rf = 0) | 0.76 |
| Deepest drawdown | -38.22% |
| Drawdown peak → trough | 2020-01-17 → 2020-03-23 |
| Dividend yield (12m distributions) | 10.86% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +214.52% in total (+12.14% a year), with a deepest drawdown of -38.22% from 2020-01-17 to 2020-03-23. Its worst calendar year was 2018 (-9.00%), its best 2021 (+29.79%).
| Year | LBWIX |
|---|---|
| 2026 | +14.64% |
| 2025 | +17.23% |
| 2024 | +18.66% |
| 2023 | +7.39% |
| 2022 | -1.62% |
| 2021 | +29.79% |
| 2020 | -1.45% |
| 2019 | +25.63% |
| 2018 | -9.00% |
| 2017 | +17.95% |
| 2016 | +8.23% |
+214.52% in total, which works out to +12.14% 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 -9.00% (net of fees, dividends reinvested). Its best year was 2021 (+29.79%).
-38.22%, from a peak on 2020-01-17 to a trough on 2020-03-23. From that trough it took 290 days (about 9.5 months) to climb back to the earlier peak.
Over the last 12 months it distributed 10.86% 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 LBWIX 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 -38.22% 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.