| SLMCX | |
|---|---|
| Total return | +1001.20% |
| Annualised (CAGR) | +27.12% |
| Volatility (annualised) | +23.29% |
| Sharpe (rf = 0) | 1.16 |
| Deepest drawdown | -37.32% |
| Drawdown peak → trough | 2021-12-27 → 2022-10-14 |
| Dividend yield (12m distributions) | 5.80% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +1001.20% in total (+27.12% a year), with a deepest drawdown of -37.32% from 2021-12-27 to 2022-10-14. Its worst calendar year was 2022 (-31.23%), its best 2026 (+63.04%).
| Year | SLMCX |
|---|---|
| 2026 | +63.04% |
| 2025 | +37.39% |
| 2024 | +26.79% |
| 2023 | +44.22% |
| 2022 | -31.23% |
| 2021 | +38.93% |
| 2020 | +44.29% |
| 2019 | +53.93% |
| 2018 | -7.77% |
| 2017 | +34.06% |
| 2016 | +2.47% |
+1001.20% in total, which works out to +27.12% 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 -31.23% (net of fees, dividends reinvested). Its best year was 2026 (+63.04%).
-37.32%, from a peak on 2021-12-27 to a trough on 2022-10-14. From that trough it took 462 days (about 15.2 months) to climb back to the earlier peak.
Over the last 12 months it distributed 5.80% 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 SLMCX 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 -37.32% 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.