| WLCGX | |
|---|---|
| Total return | +330.48% |
| Annualised (CAGR) | +15.72% |
| Volatility (annualised) | +18.28% |
| Sharpe (rf = 0) | 0.86 |
| Deepest drawdown | -35.43% |
| Drawdown peak → trough | 2021-11-18 → 2022-10-14 |
| Dividend yield (12m distributions) | 18.24% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +330.48% in total (+15.72% a year), with a deepest drawdown of -35.43% from 2021-11-18 to 2022-10-14. Its worst calendar year was 2022 (-31.53%), its best 2023 (+40.24%).
| Year | WLCGX |
|---|---|
| 2026 | +10.34% |
| 2025 | +22.36% |
| 2024 | +36.43% |
| 2023 | +40.24% |
| 2022 | -31.53% |
| 2021 | +23.42% |
| 2020 | +39.25% |
| 2019 | +29.02% |
| 2018 | -1.58% |
| 2017 | +27.35% |
| 2016 | -12.44% |
+330.48% in total, which works out to +15.72% 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 -31.53% (net of fees, dividends reinvested). Its best year was 2023 (+40.24%).
-35.43%, from a peak on 2021-11-18 to a trough on 2022-10-14. From that trough it took 476 days (about 15.6 months) to climb back to the earlier peak.
Over the last 12 months it distributed 18.24% 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 WLCGX 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 -35.43% 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.