| WILCX | |
|---|---|
| Total return | +195.36% |
| Annualised (CAGR) | +11.44% |
| Volatility (annualised) | +15.17% |
| Sharpe (rf = 0) | 0.75 |
| Deepest drawdown | -39.38% |
| Drawdown peak → trough | 2020-01-22 → 2020-03-23 |
| Dividend yield (12m distributions) | 4.79% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +195.36% in total (+11.44% a year), with a deepest drawdown of -39.38% from 2020-01-22 to 2020-03-23. Its worst calendar year was 2018 (-5.38%), its best 2025 (+31.06%).
| Year | WILCX |
|---|---|
| 2026 | +14.44% |
| 2025 | +31.06% |
| 2024 | +8.84% |
| 2023 | +5.74% |
| 2022 | -0.19% |
| 2021 | +25.33% |
| 2020 | +2.18% |
| 2019 | +17.45% |
| 2018 | -5.38% |
| 2017 | +11.50% |
| 2016 | +8.04% |
+195.36% in total, which works out to +11.44% 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 -5.38% (net of fees, dividends reinvested). Its best year was 2025 (+31.06%).
-39.38%, from a peak on 2020-01-22 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 4.79% 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 WILCX 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 -39.38% 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.