| WIREX | |
|---|---|
| Total return | +539.90% |
| Annualised (CAGR) | +20.40% |
| Volatility (annualised) | +20.70% |
| Sharpe (rf = 0) | 0.99 |
| Deepest drawdown | -40.64% |
| Drawdown peak → trough | 2021-12-27 → 2022-10-14 |
| Dividend yield (12m distributions) | 2.79% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +539.90% in total (+20.40% a year), with a deepest drawdown of -40.64% from 2021-12-27 to 2022-10-14. Its worst calendar year was 2022 (-34.71%), its best 2023 (+57.70%).
| Year | WIREX |
|---|---|
| 2026 | +22.02% |
| 2025 | +26.57% |
| 2024 | +38.27% |
| 2023 | +57.70% |
| 2022 | -34.71% |
| 2021 | +22.81% |
| 2020 | +41.05% |
| 2019 | +36.66% |
| 2018 | -4.47% |
| 2017 | +29.76% |
| 2016 | -0.83% |
+539.90% in total, which works out to +20.40% 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 -34.71% (net of fees, dividends reinvested). Its best year was 2023 (+57.70%).
-40.64%, from a peak on 2021-12-27 to a trough on 2022-10-14. From that trough it took 430 days (about 14.1 months) to climb back to the earlier peak.
Over the last 12 months it distributed 2.79% 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 WIREX 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 -40.64% 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.