| VOE | |
|---|---|
| Total return | +165.8% |
| Annualised (CAGR) | +10.3% |
| Volatility (annualised) | +17.2% |
| Sharpe (rf = 0) | 0.60 |
| Deepest drawdown | -43.2% |
| Drawdown peak → trough | 2020-02-12 → 2020-03-23 |
| Dividend yield (12m distributions) | 1.97% (as of 2026-09-29) |
Over the 10.0 years to 2026-09-29 the fund returned +165.8% in total (+10.3% a year), with a deepest drawdown of -43.2% from 2020-02-12 to 2020-03-23. Its worst calendar year was 2018 (-12.5%), its best 2021 (+28.8%).
| Year | VOE |
|---|---|
| 2026 | +12.8% |
| 2025 | +12.1% |
| 2024 | +14.0% |
| 2023 | +9.9% |
| 2022 | -8.0% |
| 2021 | +28.8% |
| 2020 | +2.6% |
| 2019 | +27.8% |
| 2018 | -12.5% |
| 2017 | +17.1% |
| 2016 | +5.4% |
+165.8% in total, which works out to +10.3% 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 -12.5% (net of fees, dividends reinvested). Its best year was 2021 (+28.8%).
-43.2%, from a peak on 2020-02-12 to a trough on 2020-03-23. From that trough it took 256 days (about 8.4 months) to climb back to the earlier peak.
Over the last 12 months it distributed 1.97% 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 VOE 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 -43.2% 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.