| WAYFX | |
|---|---|
| Total return | +112.13% |
| Annualised (CAGR) | +13.90% |
| Volatility (annualised) | +16.43% |
| Sharpe (rf = 0) | 0.85 |
| Deepest drawdown | -29.62% |
| Drawdown peak → trough | 2021-11-08 → 2022-09-30 |
| Dividend yield (12m distributions) | 1.01% (as of 2026-10-02) |
Over the 5.8 years to 2026-10-02 the fund returned +112.13% in total (+13.90% a year), with a deepest drawdown of -29.62% from 2021-11-08 to 2022-09-30. Its worst calendar year was 2022 (-19.69%), its best 2023 (+33.43%).
| Year | WAYFX |
|---|---|
| 2026 | +4.18% |
| 2025 | +18.35% |
| 2024 | +25.10% |
| 2023 | +33.43% |
| 2022 | -19.69% |
| 2021 | +26.33% |
| 2020 | +1.59% |
+112.13% in total, which works out to +13.90% a year over the 6 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 -19.69% (net of fees, dividends reinvested). Its best year was 2023 (+33.43%).
-29.62%, from a peak on 2021-11-08 to a trough on 2022-09-30. From that trough it took 292 days (about 9.6 months) to climb back to the earlier peak.
Over the last 12 months it distributed 1.01% 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 WAYFX 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 -29.62% 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.