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Performance

US Capital Appreciation

YearMotiwala CapitalS&P 500
2020*13.9%22.2%
202126.5%28.7%
2022-11.1%-18.1%
202318.31%26.29%
CAGR12.6%14.9%

Notes

  • 2020* performance is from the Q3 2020. The same period was used for both Motiwala Capital and S&P 500.
  • Motiwala Capital performance for each year is based on the aggregate performance of all client accounts ( existing and new accounts opened during the year at various times.)
  • S&P 500 performance includes dividends but does not reflect any fees
  • Motiwala Capital performance is computed on a time-weighted return (TWR) basis and are net of all paid management fees and brokerage costs
  • Motiwala Capital performance figures are not audited
  • Performance of individual accounts may vary depending upon the timing of their investment, the effects of additions, and the impact of withdrawals from their account
  • Please note that past performance is no guarantee of future results
  • Current performance may be lower or higher than the performance quoted

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Japan Capital Appreciation

YearMotiwala CapitaliShares MSCI Japan ETF (EWJ)
201736.92%24.27%
2018-7.77%-14.09%
201915.58%19.33%
20207.89%15.41%
20210.85%1.17%
2022-5.5%-17.7%
202323.55%20.32%
CAGR9.2%5.7%
The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted.

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