| SVLCX | |
|---|---|
| Total return | +212.47% |
| Annualised (CAGR) | +12.07% |
| Volatility (annualised) | +16.87% |
| Sharpe (rf = 0) | 0.72 |
| Deepest drawdown | -41.54% |
| Drawdown peak → trough | 2020-01-17 → 2020-03-23 |
| Dividend yield (12m distributions) | 7.76% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +212.47% in total (+12.07% a year), with a deepest drawdown of -41.54% from 2020-01-17 to 2020-03-23. Its worst calendar year was 2018 (-12.94%), its best 2025 (+26.65%).
| Year | SVLCX |
|---|---|
| 2026 | +14.13% |
| 2025 | +26.65% |
| 2024 | +11.70% |
| 2023 | +4.72% |
| 2022 | -1.82% |
| 2021 | +24.98% |
| 2020 | +5.37% |
| 2019 | +25.58% |
| 2018 | -12.94% |
| 2017 | +18.97% |
| 2016 | +9.90% |
+212.47% in total, which works out to +12.07% 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 -12.94% (net of fees, dividends reinvested). Its best year was 2025 (+26.65%).
-41.54%, from a peak on 2020-01-17 to a trough on 2020-03-23. From that trough it took 246 days (about 8.1 months) to climb back to the earlier peak.
Over the last 12 months it distributed 7.76% 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 SVLCX 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 -41.54% 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.