| QWVPX | |
|---|---|
| Total return | +242.42% |
| Annualised (CAGR) | +14.14% |
| Volatility (annualised) | +16.12% |
| Sharpe (rf = 0) | 0.88 |
| Deepest drawdown | -34.99% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
| Dividend yield (12m distributions) | 0.87% (as of 2026-10-02) |
Over the 9.3 years to 2026-10-02 the fund returned +242.42% in total (+14.14% a year), with a deepest drawdown of -34.99% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-16.58%), its best 2019 (+29.11%).
| Year | QWVPX |
|---|---|
| 2026 | +14.92% |
| 2025 | +19.41% |
| 2024 | +25.57% |
| 2023 | +25.72% |
| 2022 | -16.58% |
| 2021 | +27.44% |
| 2020 | +16.53% |
| 2019 | +29.11% |
| 2018 | -6.61% |
| 2017 | +5.83% |
+242.42% in total, which works out to +14.14% a year over the 9 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 -16.58% (net of fees, dividends reinvested). Its best year was 2019 (+29.11%).
-34.99%, from a peak on 2020-02-19 to a trough on 2020-03-23. From that trough it took 154 days (about 5.1 months) to climb back to the earlier peak.
Over the last 12 months it distributed 0.87% 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 QWVPX 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 -34.99% 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.