US Capital Appreciation
Year | Motiwala Capital | S&P 500 TR |
2020* | 13.9% | 22.2% |
2021 | 26.5% | 28.7% |
2022 | -11.1% | -18.1% |
2023 | 18.3% | 26.3% |
2024 | 15.8% | 24.9% |
CAGR | 13.3% | 17.0% |
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. Dividends are included
- 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
Year | Motiwala Capital | Benchmark Performance | |
2017 | 36.9% | 32.1% | |
2018 | -7.8% | -18.5% | |
2019 | 15.6% | 17% | |
2020 | 7.9% | 1.3% | |
2021 | 0.9% | 0.4% | |
2022 | -5.5% | -9% | |
2023 | 23.6% | 38.9% | |
2024 | 17.1% | 20.7% | |
CAGR | 10.6% | 8.7% |