| STFAX | |
|---|---|
| Total return | -58.74% |
| Annualised (CAGR) | -8.47% |
| Volatility (annualised) | +31.96% |
| Sharpe (rf = 0) | -0.27 |
| Deepest drawdown | -91.92% |
| Drawdown peak → trough | 2020-02-19 → 2020-04-21 |
| Dividend yield (12m distributions) | 1.13% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned -58.74% in total (-8.47% a year), with a deepest drawdown of -91.92% from 2020-02-19 to 2020-04-21. Its worst calendar year was 2020 (-88.19%), its best 2019 (+31.14%).
| Year | STFAX |
|---|---|
| 2026 | +13.64% |
| 2025 | +17.63% |
| 2024 | +24.80% |
| 2023 | +26.08% |
| 2022 | -18.28% |
| 2021 | +28.32% |
| 2020 | -88.19% |
| 2019 | +31.14% |
| 2018 | -4.56% |
| 2017 | +21.43% |
| 2016 | +4.18% |
-58.74% in total, which works out to -8.47% 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.
2020 — its calendar-year return was -88.19% (net of fees, dividends reinvested). Its best year was 2019 (+31.14%).
-91.92%, from a peak on 2020-02-19 to a trough on 2020-04-21. As of 2026-10-02 it had not climbed back to that earlier peak.
Over the last 12 months it distributed 1.13% 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 STFAX 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 -91.92% 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.