Annual Returns

Equities

Below are the annual returns as benchmarked against the Vanguard S&P500 (VOO) index exchange traded fund. Returns are updated yearly and the year is measured from July 1st.

Year Hummingbird S&P 500
2020 - 2021 28.6% 37.9%
2021 - 2022 68.3% -12.1%
2022 - 2023 37.4% 10.9%
Cumulative 197.3% 34.4%
Annualized 43.8% 10.3%
Cumulative Outperformance 162.9%
Annualized Outperformance 33.4%

Real Estate

Below are the annual returns as benchmarked against the Vanguard Real Estate (VNQ) index exchange traded fund. Returns are updated yearly and the year is measured from July 1st.

Year Hummingbird REIT's ETF
2020 - 2021 38.8% 27.6%
2021 - 2022 33.2% -2.9%
2022 - 2023 6.1% 10.7%
Cumulative 96.1% 37.1%
Annualized 25.1% 11.1%
Cumulative Outperformance 59.0%
Annualized Outperformance 14.0%

*Updated 20 Aug 2022

Growth of $100,000

Below is the hypothetical growth of $100,000 invested in different funds, reinvested at the start of each financial year. Benchmarked against the Vanguard exchange traded funds.

Financial Disclaimer

Past performance is not a predictor of future performance. This website should not be taken as professional advice from the website owner. Hummingbird is not a financial adviser. You should consider seeking independent legal, financial, taxation or other advice to check how the website information relates to your unique circumstances. Hummingbird is not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly by us or our associates.