| SCPAX | |
|---|---|
| Total return | +251.60% |
| Annualised (CAGR) | +13.40% |
| Volatility (annualised) | +15.01% |
| Sharpe (rf = 0) | 0.89 |
| Deepest drawdown | -38.68% |
| Drawdown peak → trough | 2021-12-16 → 2022-10-12 |
| Dividend yield (12m distributions) | 13.10% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +251.60% in total (+13.40% a year), with a deepest drawdown of -38.68% from 2021-12-16 to 2022-10-12. Its worst calendar year was 2022 (-15.28%), its best 2019 (+27.92%).
| Year | SCPAX |
|---|---|
| 2026 | +14.74% |
| 2025 | +17.54% |
| 2024 | +21.56% |
| 2023 | +23.34% |
| 2022 | -15.28% |
| 2021 | +23.77% |
| 2020 | +11.96% |
| 2019 | +27.92% |
| 2018 | -6.85% |
| 2017 | +19.83% |
| 2016 | +3.72% |
+251.60% in total, which works out to +13.40% 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 -15.28% (net of fees, dividends reinvested). Its best year was 2019 (+27.92%).
-38.68%, from a peak on 2021-12-16 to a trough on 2022-10-12. From that trough it took 728 days (about 23.9 months) to climb back to the earlier peak.
Over the last 12 months it distributed 13.10% 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 SCPAX 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 -38.68% 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.