| SPUSX | |
|---|---|
| Total return | +157.97% |
| Annualised (CAGR) | +12.77% |
| Volatility (annualised) | +17.31% |
| Sharpe (rf = 0) | 0.74 |
| Deepest drawdown | -36.46% |
| Drawdown peak → trough | 2020-02-13 → 2020-03-20 |
| Dividend yield (12m distributions) | 5.51% (as of 2026-10-02) |
Over the 7.9 years to 2026-10-02 the fund returned +157.97% in total (+12.77% a year), with a deepest drawdown of -36.46% from 2020-02-13 to 2020-03-20. Its worst calendar year was 2022 (-13.22%), its best 2021 (+28.37%).
| Year | SPUSX |
|---|---|
| 2026 | +14.01% |
| 2025 | +13.11% |
| 2024 | +18.42% |
| 2023 | +19.88% |
| 2022 | -13.22% |
| 2021 | +28.37% |
| 2020 | +8.97% |
| 2019 | +27.56% |
| 2018 | -9.00% |
+157.97% in total, which works out to +12.77% a year over the 8 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 -13.22% (net of fees, dividends reinvested). Its best year was 2021 (+28.37%).
-36.46%, from a peak on 2020-02-13 to a trough on 2020-03-20. From that trough it took 238 days (about 7.8 months) to climb back to the earlier peak.
Over the last 12 months it distributed 5.51% 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 SPUSX 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 -36.46% 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.