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 58.6% 14.9%
2023 - 2024 16.7% 26.6%
2024 - 2025 62.9% 13.6%
2025 - 2026 % %
Cumulative Return 552.3% 100.2%
Annualized Return 59.8% 18.9%
Cumulative Outperformance 452.1%
Annualized Outperformance 40.9%

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 31.5% -7.9%
2023 - 2024 26.6% -1.0%
2024 - 2025 36.4% 15.7%
2025 - 2026 % %
Cumulative Return 320.1% 30.8%
Annualized Return 30.8% 6.9%
Cumulative Outperformance 289.3%
Annualized Outperformance 36.2%

Venture

Below are the returns as benchmarked against Venture Capital Industry upper quartile average returns. Returns are updated yearly and the year is measured from July 1st.

Return Type Hummingbird VC Industry
Number of Portfolio Companies 50 25
Number of Unicorns 12 1
Multiple on Invested Capital XXXX 3X
*Updated 01 July 2025

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.