| MIDSX | |
|---|---|
| Total return | +177.37% |
| Annualised (CAGR) | +10.74% |
| Volatility (annualised) | +37.37% |
| Sharpe (rf = 0) | 0.29 |
| Deepest drawdown | -57.07% |
| Drawdown peak → trough | 2020-08-05 → 2024-02-13 |
| Dividend yield (12m distributions) | 0.00% (no distributions) |
Over the 10.0 years to 2026-10-02 the fund returned +177.37% in total (+10.74% a year), with a deepest drawdown of -57.07% from 2020-08-05 to 2024-02-13. Its worst calendar year was 2021 (-19.23%), its best 2025 (+195.76%).
| Year | MIDSX |
|---|---|
| 2026 | +8.88% |
| 2025 | +195.76% |
| 2024 | +7.27% |
| 2023 | -1.79% |
| 2022 | -11.11% |
| 2021 | -19.23% |
| 2020 | +10.64% |
| 2019 | +30.56% |
| 2018 | -12.90% |
| 2017 | +5.98% |
| 2016 | -14.60% |
+177.37% in total, which works out to +10.74% 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.
2021 — its calendar-year return was -19.23% (net of fees, dividends reinvested). Its best year was 2025 (+195.76%).
-57.07%, from a peak on 2020-08-05 to a trough on 2024-02-13. From that trough it took 433 days (about 14.2 months) to climb back to the earlier peak.
No — over the last 12 months it made no distributions (as of 2026-10-02). Every return figure on this page is therefore price-only.
It does not say MIDSX 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 -57.07% 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.