| SSUSX | |
|---|---|
| Total return | +210.79% |
| Annualised (CAGR) | +12.96% |
| Volatility (annualised) | +16.22% |
| Sharpe (rf = 0) | 0.80 |
| Deepest drawdown | -32.64% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
| Dividend yield (12m distributions) | 19.20% (as of 2026-10-02) |
Over the 9.3 years to 2026-10-02 the fund returned +210.79% in total (+12.96% a year), with a deepest drawdown of -32.64% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-19.34%), its best 2019 (+31.77%).
| Year | SSUSX |
|---|---|
| 2026 | +10.90% |
| 2025 | +16.46% |
| 2024 | +24.55% |
| 2023 | +27.91% |
| 2022 | -19.34% |
| 2021 | +25.49% |
| 2020 | +22.64% |
| 2019 | +31.77% |
| 2018 | -3.40% |
| 2017 | -4.41% |
+210.79% in total, which works out to +12.96% a year over the 9 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 -19.34% (net of fees, dividends reinvested). Its best year was 2019 (+31.77%).
-32.64%, from a peak on 2020-02-19 to a trough on 2020-03-23. From that trough it took 120 days (about 3.9 months) to climb back to the earlier peak.
Over the last 12 months it distributed 19.20% 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 SSUSX 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 -32.64% 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.