| VITAX | |
|---|---|
| Total return | +832.06% |
| Annualised (CAGR) | +25.01% |
| Volatility (annualised) | +20.78% |
| Sharpe (rf = 0) | 1.20 |
| Deepest drawdown | -35.09% |
| Drawdown peak → trough | 2021-12-27 → 2022-10-14 |
| Dividend yield (12m distributions) | 0.37% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +832.06% in total (+25.01% a year), with a deepest drawdown of -35.09% from 2021-12-27 to 2022-10-14. Its worst calendar year was 2022 (-29.67%), its best 2023 (+52.68%).
| Year | VITAX |
|---|---|
| 2026 | +36.70% |
| 2025 | +21.63% |
| 2024 | +29.26% |
| 2023 | +52.68% |
| 2022 | -29.67% |
| 2021 | +30.36% |
| 2020 | +45.98% |
| 2019 | +48.71% |
| 2018 | +2.52% |
| 2017 | +37.07% |
| 2016 | +1.56% |
+832.06% in total, which works out to +25.01% 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 -29.67% (net of fees, dividends reinvested). Its best year was 2023 (+52.68%).
-35.09%, from a peak on 2021-12-27 to a trough on 2022-10-14. From that trough it took 402 days (about 13.2 months) to climb back to the earlier peak.
Over the last 12 months it distributed 0.37% 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 VITAX 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 -35.09% 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.