| SEIX | |
|---|---|
| Total return | +48.3% |
| Annualised (CAGR) | +5.5% |
| Volatility (annualised) | +4.9% |
| Sharpe (rf = 0) | 1.12 |
| Deepest drawdown | -17.5% |
| Drawdown peak → trough | 2020-01-21 → 2020-03-24 |
Over the 7.4 years to 2026-09-21 the fund returned +48.3% in total (+5.5% a year), with a deepest drawdown of -17.5% from 2020-01-21 to 2020-03-24. Its worst calendar year was 2022 (-1.8%), its best 2023 (+12.5%).
| Year | SEIX |
|---|---|
| 2026 | +4.6% |
| 2025 | +5.1% |
| 2024 | +8.4% |
| 2023 | +12.5% |
| 2022 | -1.8% |
| 2021 | +5.5% |
| 2020 | +3.2% |
| 2019 | +3.5% |
It does not say SEIX 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 -17.5% 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.
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