Returns
$100,000 invested at the inception of the Fund in March 2013 is worth $725,941 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 | 45.58% | 21.55% | 36.35% |
| 2025 (June) | 7.94% | 10.16% | 0.77% |
| Cumulative return since inception | 625.94% | 206.07% | 580.99% |
| Annualized return since inception | 17.44% | 9.50% | 16.83% |