Performance Update

By | January 8, 2023
Year Main Fund (Money Weighted Return, Pre-tax) S&P 500 Total Return MSCI China Index
       
2016 (Feb 3) 16.7% 20.1% 16.9%
2017 35.1% 21.8% 55.6%
2018 -18.0% -4.4% -18.7%
2019 4.0% 31.5% 23.0%
2020 20.9% 18.4% 29.0%
2021 -1.1% 28.7% -22.7%
2022 33.7% -18.1% -20.4%
       
Cumulative Returns      
Since Inception 111.8% 129.6% 44.5%
Past 5 Years 65.7% 56.9% -20.6%
Past 3 Years 65.9% 24.8% -20.6%
       
Annualized Returns      
Since Inception 11.5% 12.8% 5.5%
Past 5 Years 10.6% 9.4% -4.5%
Past 3 Years 18.4% 7.7% -7.4%
       
NOTE:
1. Past results do not indicate future performance. This is NOT an effort to raise funds nor this is an effort to provide investment advice in any form.
2. Minimum Account size requirement is $1M USD. Lock-out Period is 5-Year.
3. Performance of the account and Benchmark Indices are all provided by Interactive Brokers, without any modifications or adjustments

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