| SBSIX | |
|---|---|
| Total return | +119.56% |
| Annualised (CAGR) | +8.18% |
| Volatility (annualised) | +17.51% |
| Sharpe (rf = 0) | 0.47 |
| Deepest drawdown | -52.51% |
| Drawdown peak → trough | 2018-01-26 → 2020-03-19 |
| Dividend yield (12m distributions) | 3.50% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +119.56% in total (+8.18% a year), with a deepest drawdown of -52.51% from 2018-01-26 to 2020-03-19. Its worst calendar year was 2018 (-23.69%), its best 2025 (+47.48%).
| Year | SBSIX |
|---|---|
| 2026 | +12.28% |
| 2025 | +47.48% |
| 2024 | +7.77% |
| 2023 | +17.24% |
| 2022 | -13.19% |
| 2021 | +13.19% |
| 2020 | -5.35% |
| 2019 | +16.70% |
| 2018 | -23.69% |
| 2017 | +28.82% |
| 2016 | -1.64% |
+119.56% in total, which works out to +8.18% 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 -23.69% (net of fees, dividends reinvested). Its best year was 2025 (+47.48%).
-52.51%, from a peak on 2018-01-26 to a trough on 2020-03-19. From that trough it took 1576 days (about 51.8 months) to climb back to the earlier peak.
Over the last 12 months it distributed 3.50% 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 SBSIX 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 -52.51% 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.
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