| TWQZX | |
|---|---|
| Total return | +192.22% |
| Annualised (CAGR) | +11.32% |
| Volatility (annualised) | +17.16% |
| Sharpe (rf = 0) | 0.66 |
| Deepest drawdown | -42.38% |
| Drawdown peak → trough | 2018-09-20 → 2020-03-23 |
| Dividend yield (12m distributions) | 3.28% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +192.22% in total (+11.32% a year), with a deepest drawdown of -42.38% from 2018-09-20 to 2020-03-23. Its worst calendar year was 2018 (-10.32%), its best 2021 (+31.17%).
| Year | TWQZX |
|---|---|
| 2026 | +13.01% |
| 2025 | +23.97% |
| 2024 | +17.17% |
| 2023 | +12.60% |
| 2022 | -7.22% |
| 2021 | +31.17% |
| 2020 | +1.27% |
| 2019 | +18.08% |
| 2018 | -10.32% |
| 2017 | +12.49% |
| 2016 | +7.67% |
+192.22% in total, which works out to +11.32% 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 -10.32% (net of fees, dividends reinvested). Its best year was 2021 (+31.17%).
-42.38%, from a peak on 2018-09-20 to a trough on 2020-03-23. From that trough it took 289 days (about 9.5 months) to climb back to the earlier peak.
Over the last 12 months it distributed 3.28% 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 TWQZX 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 -42.38% 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.