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 % %
Cumulative 300.6% 76.2%
Annualized 41.5% 15.2%
Cumulative Outperformance 224.4%
Annualized Outperformance 26.3%

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 % %
Cumulative 207.9% 13.0%
Annualized 32.5% 3.1%
Cumulative Outperformance 194.9%
Annualized Outperformance 29.4%

*Updated 01 Oct 2024

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.