Performance

Performance Against BenchmarksAbsolute PerformancePerformance Against Other Funds


Performance Against Benchmarks

Hover over the chart to compare the Peregrine Fund’s percentage total return against key benchmarks on a month-by-month basis, or click on the legend to hide specific benchmarks. Read more about our selection of relevant benchmarks below.

Download our most recent month’s performance report

Although the Peregrine Fund is global in scope, it focuses primarily on equity investments in Canada, and secondarily in the United States. Our largest area of sector concentration is in technology. No single benchmark perfectly matches this strategy, but four widely known benchmarks are somewhat relevant:

  • The S&P/TSX Composite Index (Total Return C$) — the most widely recognized diversified Canadian equity index
  • The S&P/TSX Small Cap Index (Total Return C$) — the most widely recognized Canadian small cap index
  • The S&P 500 Index (Total Return C$) — the most widely recognized diversified U.S. equity index
  • The NASDAQ Composite Index (C$) — the most widely recognized technology benchmark in the world

These benchmarks are displayed in the interactive chart above. The Peregrine Fund has considerably outperformed all four benchmarks over time.


Absolute Performance

A $150,000 investment in Series One of the Peregrine Fund, on its inception in June 2004, is worth $1,005,111 as of November 30, 2018 — a percentage total return of +570.07%, and an annualized return of +14.02%. This performance can be compared with the Peregrine Fund’s four most relevant benchmarks:


Performance Against Other Funds

The most widely-used source for Canadian Investment Fund performance rankings is the Globe and Mailʼs Globefund. Of the approximately 550 funds classified as Alternative Strategies (C$) listed as of October 31, 2018, the Peregrine Fund is an elite “Top 10” performer amongst those with 10-year performance records.

NOTE: To avoid duplication, only one share class of a fund is considered when data for multiple share classes is available.


Notes

Past performance is no guarantee of future performance.
All fund return figures and percentages are calculated net of Management and Performance Fees.