| SWLSX | |
|---|---|
| Total return | +365.22% |
| Annualised (CAGR) | +16.62% |
| Volatility (annualised) | +17.52% |
| Sharpe (rf = 0) | 0.95 |
| Deepest drawdown | -31.32% |
| Drawdown peak → trough | 2021-12-27 → 2022-10-14 |
| Dividend yield (12m distributions) | 1.03% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +365.22% in total (+16.62% a year), with a deepest drawdown of -31.32% from 2021-12-27 to 2022-10-14. Its worst calendar year was 2022 (-26.99%), its best 2023 (+38.27%).
| Year | SWLSX |
|---|---|
| 2026 | +13.34% |
| 2025 | +19.69% |
| 2024 | +29.41% |
| 2023 | +38.27% |
| 2022 | -26.99% |
| 2021 | +29.23% |
| 2020 | +29.02% |
| 2019 | +31.02% |
| 2018 | -7.70% |
| 2017 | +28.94% |
| 2016 | +0.97% |
+365.22% in total, which works out to +16.62% 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 -26.99% (net of fees, dividends reinvested). Its best year was 2023 (+38.27%).
-31.32%, from a peak on 2021-12-27 to a trough on 2022-10-14. From that trough it took 431 days (about 14.2 months) to climb back to the earlier peak.
Over the last 12 months it distributed 1.03% 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 SWLSX 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 -31.32% 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.