| MOWNX | |
|---|---|
| Total return | +273.74% |
| Annualised (CAGR) | +14.49% |
| Volatility (annualised) | +25.57% |
| Sharpe (rf = 0) | 0.57 |
| Deepest drawdown | -53.40% |
| Drawdown peak → trough | 2018-01-26 → 2020-03-23 |
| Dividend yield (12m distributions) | 9.65% (as of 2026-10-02) |
Over the 9.7 years to 2026-10-02 the fund returned +273.74% in total (+14.49% a year), with a deepest drawdown of -53.40% from 2018-01-26 to 2020-03-23. Its worst calendar year was 2018 (-19.67%), its best 2021 (+67.25%).
| Year | MOWNX |
|---|---|
| 2026 | +6.46% |
| 2025 | +39.95% |
| 2024 | +15.70% |
| 2023 | +24.49% |
| 2022 | +6.16% |
| 2021 | +67.25% |
| 2020 | -10.26% |
| 2019 | +15.01% |
| 2018 | -19.67% |
| 2017 | +18.30% |
+273.74% in total, which works out to +14.49% 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 -19.67% (net of fees, dividends reinvested). Its best year was 2021 (+67.25%).
-53.40%, from a peak on 2018-01-26 to a trough on 2020-03-23. From that trough it took 632 days (about 20.8 months) to climb back to the earlier peak.
Over the last 12 months it distributed 9.65% 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 MOWNX 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 -53.40% 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.