| VFH | |
|---|---|
| Total return | +231.9% |
| Annualised (CAGR) | +12.7% |
| Volatility (annualised) | +19.9% |
| Sharpe (rf = 0) | 0.64 |
| Deepest drawdown | -44.4% |
| Drawdown peak → trough | 2020-02-14 → 2020-03-23 |
| Dividend yield (12m distributions) | 1.79% (as of 2026-09-29) |
Over the 10.0 years to 2026-09-29 the fund returned +231.9% in total (+12.7% a year), with a deepest drawdown of -44.4% from 2020-02-14 to 2020-03-23. Its worst calendar year was 2018 (-13.5%), its best 2021 (+35.2%).
| Year | VFH |
|---|---|
| 2026 | -0.1% |
| 2025 | +14.9% |
| 2024 | +30.5% |
| 2023 | +14.1% |
| 2022 | -12.3% |
| 2021 | +35.2% |
| 2020 | -2.0% |
| 2019 | +31.6% |
| 2018 | -13.5% |
| 2017 | +20.0% |
| 2016 | +22.4% |
+231.9% in total, which works out to +12.7% a year over the 10 years to 2026-09-29. 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 -13.5% (net of fees, dividends reinvested). Its best year was 2021 (+35.2%).
-44.4%, from a peak on 2020-02-14 to a trough on 2020-03-23. From that trough it took 290 days (about 9.5 months) to climb back to the earlier peak.
Over the last 12 months it distributed 1.79% of its share price (as of 2026-09-29). 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 VFH 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 -44.4% 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.