| MXEBX | |
|---|---|
| Total return | +172.66% |
| Annualised (CAGR) | +12.96% |
| Volatility (annualised) | +16.97% |
| Sharpe (rf = 0) | 0.76 |
| Deepest drawdown | -35.75% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
| Dividend yield (12m distributions) | 4.27% (as of 2026-10-02) |
Over the 8.2 years to 2026-10-02 the fund returned +172.66% in total (+12.96% a year), with a deepest drawdown of -35.75% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-15.59%), its best 2019 (+30.28%).
| Year | MXEBX |
|---|---|
| 2026 | +12.82% |
| 2025 | +15.41% |
| 2024 | +21.66% |
| 2023 | +23.27% |
| 2022 | -15.59% |
| 2021 | +26.51% |
| 2020 | +16.93% |
| 2019 | +30.28% |
| 2018 | -14.16% |
+172.66% in total, which works out to +12.96% a year over the 8 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 -15.59% (net of fees, dividends reinvested). Its best year was 2019 (+30.28%).
-35.75%, from a peak on 2020-02-19 to a trough on 2020-03-23. From that trough it took 142 days (about 4.7 months) to climb back to the earlier peak.
Over the last 12 months it distributed 4.27% 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 MXEBX 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 -35.75% 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.