| SFRZX | |
|---|---|
| Total return | +58.14% |
| Annualised (CAGR) | +4.69% |
| Volatility (annualised) | +5.19% |
| Sharpe (rf = 0) | 0.90 |
| Deepest drawdown | -20.77% |
| Drawdown peak → trough | 2020-01-16 → 2020-03-23 |
| Dividend yield (12m distributions) | 6.73% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +58.14% in total (+4.69% a year), with a deepest drawdown of -20.77% from 2020-01-16 to 2020-03-23. Its worst calendar year was 2022 (-0.77%), its best 2023 (+11.32%).
| Year | SFRZX |
|---|---|
| 2026 | +4.30% |
| 2025 | +5.94% |
| 2024 | +7.93% |
| 2023 | +11.32% |
| 2022 | -0.77% |
| 2021 | +4.95% |
| 2020 | +0.61% |
| 2019 | +6.75% |
| 2018 | +0.19% |
| 2017 | +3.98% |
| 2016 | +2.23% |
+58.14% in total, which works out to +4.69% 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 -0.77% (net of fees, dividends reinvested). Its best year was 2023 (+11.32%).
-20.77%, from a peak on 2020-01-16 to a trough on 2020-03-23. From that trough it took 283 days (about 9.3 months) to climb back to the earlier peak.
Over the last 12 months it distributed 6.73% 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 SFRZX 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 -20.77% 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.