| SDLAX | |
|---|---|
| Total return | +280.99% |
| Annualised (CAGR) | +14.31% |
| Volatility (annualised) | +15.21% |
| Sharpe (rf = 0) | 0.94 |
| Deepest drawdown | -35.23% |
| Drawdown peak → trough | 2024-12-18 → 2025-04-08 |
| Dividend yield (12m distributions) | 12.31% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +280.99% in total (+14.31% a year), with a deepest drawdown of -35.23% from 2024-12-18 to 2025-04-08. Its worst calendar year was 2022 (-16.09%), its best 2021 (+30.25%).
| Year | SDLAX |
|---|---|
| 2026 | +12.13% |
| 2025 | +20.26% |
| 2024 | +18.10% |
| 2023 | +20.74% |
| 2022 | -16.09% |
| 2021 | +30.25% |
| 2020 | +20.71% |
| 2019 | +27.71% |
| 2018 | -7.76% |
| 2017 | +19.78% |
| 2016 | +6.44% |
+280.99% in total, which works out to +14.31% 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 -16.09% (net of fees, dividends reinvested). Its best year was 2021 (+30.25%).
-35.23%, from a peak on 2024-12-18 to a trough on 2025-04-08. From that trough it took 415 days (about 13.6 months) to climb back to the earlier peak.
Over the last 12 months it distributed 12.31% 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 SDLAX 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 -35.23% 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.