| MXVHX | |
|---|---|
| Total return | +176.45% |
| Annualised (CAGR) | +10.71% |
| Volatility (annualised) | +16.28% |
| Sharpe (rf = 0) | 0.66 |
| Deepest drawdown | -37.70% |
| Drawdown peak → trough | 2020-01-17 → 2020-03-23 |
| Dividend yield (12m distributions) | 8.66% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +176.45% in total (+10.71% a year), with a deepest drawdown of -37.70% from 2020-01-17 to 2020-03-23. Its worst calendar year was 2018 (-11.18%), its best 2024 (+37.46%).
| Year | MXVHX |
|---|---|
| 2026 | +14.22% |
| 2025 | -4.16% |
| 2024 | +37.46% |
| 2023 | +12.69% |
| 2022 | -3.22% |
| 2021 | +27.37% |
| 2020 | +3.32% |
| 2019 | +26.88% |
| 2018 | -11.18% |
| 2017 | +13.33% |
| 2016 | +0.23% |
+176.45% in total, which works out to +10.71% 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 -11.18% (net of fees, dividends reinvested). Its best year was 2024 (+37.46%).
-37.70%, from a peak on 2020-01-17 to a trough on 2020-03-23. From that trough it took 246 days (about 8.1 months) to climb back to the earlier peak.
Over the last 12 months it distributed 8.66% 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 MXVHX 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 -37.70% 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.