| SUVZX | |
|---|---|
| Total return | +220.68% |
| Annualised (CAGR) | +12.36% |
| Volatility (annualised) | +19.38% |
| Sharpe (rf = 0) | 0.64 |
| Deepest drawdown | -46.82% |
| Drawdown peak → trough | 2020-01-17 → 2020-03-23 |
| Dividend yield (12m distributions) | 13.62% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +220.68% in total (+12.36% a year), with a deepest drawdown of -46.82% from 2020-01-17 to 2020-03-23. Its worst calendar year was 2018 (-14.93%), its best 2021 (+31.21%).
| Year | SUVZX |
|---|---|
| 2026 | +22.27% |
| 2025 | +18.07% |
| 2024 | +24.71% |
| 2023 | +9.29% |
| 2022 | -6.51% |
| 2021 | +31.21% |
| 2020 | -6.14% |
| 2019 | +28.09% |
| 2018 | -14.93% |
| 2017 | +15.76% |
| 2016 | +12.21% |
+220.68% in total, which works out to +12.36% 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 -14.93% (net of fees, dividends reinvested). Its best year was 2021 (+31.21%).
-46.82%, from a peak on 2020-01-17 to a trough on 2020-03-23. From that trough it took 297 days (about 9.8 months) to climb back to the earlier peak.
Over the last 12 months it distributed 13.62% 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 SUVZX 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 -46.82% 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.