| WSTAX | |
|---|---|
| Total return | +641.53% |
| Annualised (CAGR) | +22.19% |
| Volatility (annualised) | +22.13% |
| Sharpe (rf = 0) | 1.00 |
| Deepest drawdown | -55.39% |
| Drawdown peak → trough | 2021-12-16 → 2022-10-14 |
| Dividend yield (12m distributions) | 12.85% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +641.53% in total (+22.19% a year), with a deepest drawdown of -55.39% from 2021-12-16 to 2022-10-14. Its worst calendar year was 2022 (-32.38%), its best 2024 (+50.99%).
| Year | WSTAX |
|---|---|
| 2026 | +42.55% |
| 2025 | +33.80% |
| 2024 | +50.99% |
| 2023 | +40.65% |
| 2022 | -32.38% |
| 2021 | +3.82% |
| 2020 | +36.07% |
| 2019 | +50.23% |
| 2018 | -5.11% |
| 2017 | +32.82% |
| 2016 | +1.23% |
+641.53% in total, which works out to +22.19% 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 -32.38% (net of fees, dividends reinvested). Its best year was 2024 (+50.99%).
-55.39%, from a peak on 2021-12-16 to a trough on 2022-10-14. From that trough it took 781 days (about 25.7 months) to climb back to the earlier peak.
Over the last 12 months it distributed 12.85% 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 WSTAX 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 -55.39% 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.