| SHRMX | |
|---|---|
| Total return | +77.98% |
| Annualised (CAGR) | +5.94% |
| Volatility (annualised) | +6.12% |
| Sharpe (rf = 0) | 0.97 |
| Deepest drawdown | -13.23% |
| Drawdown peak → trough | 2017-09-01 → 2017-09-08 |
| Dividend yield (12m distributions) | 7.72% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +77.98% in total (+5.94% a year), with a deepest drawdown of -13.23% from 2017-09-01 to 2017-09-08. Its worst calendar year was 2022 (-3.58%), its best 2023 (+21.10%).
| Year | SHRMX |
|---|---|
| 2026 | +4.54% |
| 2025 | +10.56% |
| 2024 | +16.13% |
| 2023 | +21.10% |
| 2022 | -3.58% |
| 2021 | +1.72% |
| 2020 | +6.70% |
| 2019 | +4.42% |
| 2018 | +2.66% |
| 2017 | -3.28% |
| 2016 | +0.91% |
+77.98% in total, which works out to +5.94% 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 -3.58% (net of fees, dividends reinvested). Its best year was 2023 (+21.10%).
-13.23%, from a peak on 2017-09-01 to a trough on 2017-09-08. From that trough it took 749 days (about 24.6 months) to climb back to the earlier peak.
Over the last 12 months it distributed 7.72% 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 SHRMX 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 -13.23% 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.