| SUWZX | |
|---|---|
| Total return | +301.32% |
| Annualised (CAGR) | +14.91% |
| Volatility (annualised) | +15.92% |
| Sharpe (rf = 0) | 0.94 |
| Deepest drawdown | -35.06% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
| Dividend yield (12m distributions) | 9.11% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +301.32% in total (+14.91% a year), with a deepest drawdown of -35.06% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-15.38%), its best 2019 (+35.27%).
| Year | SUWZX |
|---|---|
| 2026 | +13.78% |
| 2025 | +16.45% |
| 2024 | +20.13% |
| 2023 | +25.63% |
| 2022 | -15.38% |
| 2021 | +25.38% |
| 2020 | +16.13% |
| 2019 | +35.27% |
| 2018 | -5.72% |
| 2017 | +21.57% |
| 2016 | +5.07% |
+301.32% in total, which works out to +14.91% 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 -15.38% (net of fees, dividends reinvested). Its best year was 2019 (+35.27%).
-35.06%, from a peak on 2020-02-19 to a trough on 2020-03-23. From that trough it took 156 days (about 5.1 months) to climb back to the earlier peak.
Over the last 12 months it distributed 9.11% 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 SUWZX 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 -35.06% 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.