| SFLNX | |
|---|---|
| Total return | +274.33% |
| Annualised (CAGR) | +14.11% |
| Volatility (annualised) | +15.83% |
| Sharpe (rf = 0) | 0.89 |
| Deepest drawdown | -37.59% |
| Drawdown peak → trough | 2020-02-12 → 2020-03-23 |
| Dividend yield (12m distributions) | 1.42% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +274.33% in total (+14.11% a year), with a deepest drawdown of -37.59% from 2020-02-12 to 2020-03-23. Its worst calendar year was 2018 (-8.17%), its best 2021 (+31.58%).
| Year | SFLNX |
|---|---|
| 2026 | +17.84% |
| 2025 | +17.03% |
| 2024 | +16.78% |
| 2023 | +18.15% |
| 2022 | -6.87% |
| 2021 | +31.58% |
| 2020 | +9.16% |
| 2019 | +28.88% |
| 2018 | -8.17% |
| 2017 | +17.05% |
| 2016 | +6.17% |
+274.33% in total, which works out to +14.11% 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.
2018 — its calendar-year return was -8.17% (net of fees, dividends reinvested). Its best year was 2021 (+31.58%).
-37.59%, from a peak on 2020-02-12 to a trough on 2020-03-23. From that trough it took 235 days (about 7.7 months) to climb back to the earlier peak.
Over the last 12 months it distributed 1.42% 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 SFLNX 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 -37.59% 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.