| SIDVX | |
|---|---|
| Total return | +151.41% |
| Annualised (CAGR) | +9.66% |
| Volatility (annualised) | +15.46% |
| Sharpe (rf = 0) | 0.62 |
| Deepest drawdown | -41.40% |
| Drawdown peak → trough | 2018-01-26 → 2020-03-23 |
| Dividend yield (12m distributions) | 5.24% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +151.41% in total (+9.66% a year), with a deepest drawdown of -41.40% from 2018-01-26 to 2020-03-23. Its worst calendar year was 2018 (-15.60%), its best 2025 (+45.07%).
| Year | SIDVX |
|---|---|
| 2026 | +18.38% |
| 2025 | +45.07% |
| 2024 | +5.72% |
| 2023 | +13.39% |
| 2022 | -11.89% |
| 2021 | +13.49% |
| 2020 | +0.74% |
| 2019 | +18.26% |
| 2018 | -15.60% |
| 2017 | +22.95% |
| 2016 | -1.21% |
+151.41% in total, which works out to +9.66% 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 -15.60% (net of fees, dividends reinvested). Its best year was 2025 (+45.07%).
-41.40%, from a peak on 2018-01-26 to a trough on 2020-03-23. From that trough it took 326 days (about 10.7 months) to climb back to the earlier peak.
Over the last 12 months it distributed 5.24% 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 SIDVX 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 -41.40% 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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