| SWRLX | |
|---|---|
| Total return | +162.57% |
| Annualised (CAGR) | +10.14% |
| Volatility (annualised) | +16.49% |
| Sharpe (rf = 0) | 0.61 |
| Deepest drawdown | -36.34% |
| Drawdown peak → trough | 2018-01-22 → 2020-03-23 |
| Dividend yield (12m distributions) | 6.28% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +162.57% in total (+10.14% a year), with a deepest drawdown of -36.34% from 2018-01-22 to 2020-03-23. Its worst calendar year was 2018 (-16.99%), its best 2025 (+53.73%).
| Year | SWRLX |
|---|---|
| 2026 | +21.64% |
| 2025 | +53.73% |
| 2024 | -1.52% |
| 2023 | +17.62% |
| 2022 | -11.01% |
| 2021 | +2.20% |
| 2020 | +7.46% |
| 2019 | +25.39% |
| 2018 | -16.99% |
| 2017 | +27.28% |
| 2016 | -6.38% |
+162.57% in total, which works out to +10.14% 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 -16.99% (net of fees, dividends reinvested). Its best year was 2025 (+53.73%).
-36.34%, from a peak on 2018-01-22 to a trough on 2020-03-23. From that trough it took 249 days (about 8.2 months) to climb back to the earlier peak.
Over the last 12 months it distributed 6.28% 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 SWRLX 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 -36.34% 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.
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