| PYFRX | |
|---|---|
| Total return | +62.61% |
| Annualised (CAGR) | +4.98% |
| Volatility (annualised) | +4.51% |
| Sharpe (rf = 0) | 1.10 |
| Deepest drawdown | -20.18% |
| Drawdown peak → trough | 2020-01-13 → 2020-03-24 |
| Dividend yield (12m distributions) | 6.90% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +62.61% in total (+4.98% a year), with a deepest drawdown of -20.18% from 2020-01-13 to 2020-03-24. Its worst calendar year was 2022 (+0.27%), its best 2023 (+12.86%).
| Year | PYFRX |
|---|---|
| 2026 | +3.31% |
| 2025 | +6.61% |
| 2024 | +8.89% |
| 2023 | +12.86% |
| 2022 | +0.27% |
| 2021 | +3.93% |
| 2020 | +1.72% |
| 2019 | +8.49% |
| 2018 | +0.31% |
| 2017 | +2.82% |
| 2016 | +1.28% |
+62.61% in total, which works out to +4.98% 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.
2022 — its calendar-year return was +0.27% (net of fees, dividends reinvested). Its best year was 2023 (+12.86%).
-20.18%, from a peak on 2020-01-13 to a trough on 2020-03-24. From that trough it took 255 days (about 8.4 months) to climb back to the earlier peak.
Over the last 12 months it distributed 6.90% 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 PYFRX 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 -20.18% 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.