Returns
$100,000 invested at the inception of the Fund in March 2013 is worth $297,710 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 (as of prior month valuation date) | 0.53% | -5.41% | -6.45% |
| Cumulative return since inception | 197.71% | 55.55% | 189.32% |
| Annualized return | 16.88% | 6.52% | 16.40% |