| SEHAX | |
|---|---|
| Total return | +208.07% |
| Annualised (CAGR) | +14.27% |
| Volatility (annualised) | +16.01% |
| Sharpe (rf = 0) | 0.89 |
| Deepest drawdown | -35.77% |
| Drawdown peak → trough | 2021-12-16 → 2022-09-30 |
| Dividend yield (12m distributions) | 4.82% (as of 2026-10-02) |
Over the 8.4 years to 2026-10-02 the fund returned +208.07% in total (+14.27% a year), with a deepest drawdown of -35.77% from 2021-12-16 to 2022-09-30. Its worst calendar year was 2022 (-15.77%), its best 2021 (+28.37%).
| Year | SEHAX |
|---|---|
| 2026 | +15.77% |
| 2025 | +17.99% |
| 2024 | +25.20% |
| 2023 | +21.99% |
| 2022 | -15.77% |
| 2021 | +28.37% |
| 2020 | +13.17% |
| 2019 | +28.11% |
| 2018 | -5.81% |
+208.07% in total, which works out to +14.27% a year over the 8 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 -15.77% (net of fees, dividends reinvested). Its best year was 2021 (+28.37%).
-35.77%, from a peak on 2021-12-16 to a trough on 2022-09-30. From that trough it took 655 days (about 21.5 months) to climb back to the earlier peak.
Over the last 12 months it distributed 4.82% 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 SEHAX 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 -35.77% 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.