| SDYYX | |
|---|---|
| Total return | +291.03% |
| Annualised (CAGR) | +14.61% |
| Volatility (annualised) | +15.01% |
| Sharpe (rf = 0) | 0.97 |
| Deepest drawdown | -32.42% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
| Dividend yield (12m distributions) | 18.46% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +291.03% in total (+14.61% a year), with a deepest drawdown of -32.42% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-16.26%), its best 2021 (+30.88%).
| Year | SDYYX |
|---|---|
| 2026 | +11.73% |
| 2025 | +19.12% |
| 2024 | +23.98% |
| 2023 | +21.42% |
| 2022 | -16.26% |
| 2021 | +30.88% |
| 2020 | +20.22% |
| 2019 | +27.13% |
| 2018 | -8.10% |
| 2017 | +19.29% |
| 2016 | +6.30% |
+291.03% in total, which works out to +14.61% 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 -16.26% (net of fees, dividends reinvested). Its best year was 2021 (+30.88%).
-32.42%, from a peak on 2020-02-19 to a trough on 2020-03-23. From that trough it took 133 days (about 4.4 months) to climb back to the earlier peak.
Over the last 12 months it distributed 18.46% 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 SDYYX 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 -32.42% 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.