Returns
$100,000 invested at the inception of the Fund in March 2013 is worth $651,563 today
Fund / Indices | Barrage Fund* | S&P / TSX The index includes dividends | S&P 500 The index includes dividends and is presented in canadian dollars |
---|---|---|---|
Performance | After fees | Total | Total |
2013 (10 months) | 28.48% | 9.92% | 28.08% |
2014 | 24.38% | 10.55% | 23.81% |
2015 | 0.79% | -8.37% | 21.65% |
2016 | 42.03% | 21.17% | 8.21% |
2017 | 9.28% | 9.02% | 13.66% |
2018 | -6.06% | -8.85% | 4.15% |
2019 | 26.10% | 22.64% | 25.13% |
2020 | 25.93% | 5.61% | 16.32% |
2021 | 15.68% | 25.04% | 27.62% |
2022 | -43.68% | -5.80% | -12.16% |
2023 | 90.14% | 11.75% | 22.90% |
2024 (November) | 41.03% | 25.71% | 35.98% |
Cumulative return since inception | 551.56% | 187.36% | 574.00% |
Annualized return since inception | 17.30% | 9.40% | 17.63% |