| SCZ | |
|---|---|
| Total return | +114.1% |
| Annualised (CAGR) | +7.9% |
| Volatility (annualised) | +16.6% |
| Sharpe (rf = 0) | 0.48 |
| Deepest drawdown | -41.1% |
| Drawdown peak → trough | 2018-01-26 → 2020-03-23 |
| Dividend yield (12m distributions) | 3.16% (as of 2026-09-29) |
Over the 10.0 years to 2026-09-29 the fund returned +114.1% in total (+7.9% a year), with a deepest drawdown of -41.1% from 2018-01-26 to 2020-03-23. Its worst calendar year was 2022 (-21.2%), its best 2017 (+32.7%).
| Year | SCZ |
|---|---|
| 2026 | +10.2% |
| 2025 | +32.1% |
| 2024 | +1.5% |
| 2023 | +13.0% |
| 2022 | -21.2% |
| 2021 | +10.1% |
| 2020 | +11.7% |
| 2019 | +24.7% |
| 2018 | -17.6% |
| 2017 | +32.7% |
| 2016 | -3.0% |
+114.1% in total, which works out to +7.9% a year over the 10 years to 2026-09-29. 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 -21.2% (net of fees, dividends reinvested). Its best year was 2017 (+32.7%).
-41.1%, from a peak on 2018-01-26 to a trough on 2020-03-23. From that trough it took 245 days (about 8.0 months) to climb back to the earlier peak.
Over the last 12 months it distributed 3.16% of its share price (as of 2026-09-29). 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 SCZ 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 -41.1% 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.