| SWPPX | |
|---|---|
| Total return | +319.83% |
| Annualised (CAGR) | +15.43% |
| Volatility (annualised) | +15.30% |
| Sharpe (rf = 0) | 1.01 |
| Deepest drawdown | -33.80% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
| Dividend yield (12m distributions) | 0.98% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +319.83% in total (+15.43% a year), with a deepest drawdown of -33.80% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-18.13%), its best 2019 (+31.44%).
| Year | SWPPX |
|---|---|
| 2026 | +13.74% |
| 2025 | +17.88% |
| 2024 | +24.96% |
| 2023 | +26.25% |
| 2022 | -18.13% |
| 2021 | +28.66% |
| 2020 | +18.39% |
| 2019 | +31.44% |
| 2018 | -4.53% |
| 2017 | +21.79% |
| 2016 | +4.13% |
+319.83% in total, which works out to +15.43% 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 -18.13% (net of fees, dividends reinvested). Its best year was 2019 (+31.44%).
-33.80%, from a peak on 2020-02-19 to a trough on 2020-03-23. From that trough it took 140 days (about 4.6 months) to climb back to the earlier peak.
Over the last 12 months it distributed 0.98% 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 SWPPX 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 -33.80% 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.