| SDVSX | |
|---|---|
| Total return | +229.20% |
| Annualised (CAGR) | +12.66% |
| Volatility (annualised) | +14.11% |
| Sharpe (rf = 0) | 0.90 |
| Deepest drawdown | -35.06% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
| Dividend yield (12m distributions) | 9.16% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +229.20% in total (+12.66% a year), with a deepest drawdown of -35.06% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-12.20%), its best 2019 (+28.84%).
| Year | SDVSX |
|---|---|
| 2026 | +8.38% |
| 2025 | +18.51% |
| 2024 | +17.97% |
| 2023 | +14.62% |
| 2022 | -12.20% |
| 2021 | +27.66% |
| 2020 | +13.67% |
| 2019 | +28.84% |
| 2018 | -6.79% |
| 2017 | +19.88% |
| 2016 | +3.34% |
+229.20% in total, which works out to +12.66% 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 -12.20% (net of fees, dividends reinvested). Its best year was 2019 (+28.84%).
-35.06%, from a peak on 2020-02-19 to a trough on 2020-03-23. From that trough it took 158 days (about 5.2 months) to climb back to the earlier peak.
Over the last 12 months it distributed 9.16% 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 SDVSX 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 -35.06% 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.