In the 18-year period from 2003 to 2021, Ackman generated a 17.1% annualized return, significantly outperforming the S&P 500’s (SNPINDEX:^GSPC) 10.2% annualized return.
10% Annual return on S&P500
The data clearly shows that even the vast majority of professional investors fail to beat an unmanaged index like the S&P 500, in fact 98% of professional fund managers underperform it over a 15 year period.
Mogo's Equity Growth portfolio achieved a 34.25% total return in 2024
Equity Growth Portfolio one year return ending December 31, 2024
#3 among the top 10 US hedge funds
10-year performance as of February 28, 2025
The 10-year average annual return for the Moka Equity Growth Portfolio is based on the S&P 500 Index in Canadian dollars, as of February 28, 2025. Since the Moka portfolio was created less than 10 years ago, we used actual S&P 500 Index data. The Moka Equity Growth Portfolio is fully invested in the S&P 500. The performance of an index is not an exact representation of any particular investment, as you cannot invest directly in an index. The Moka Equity Growth portfolio performance for 1-year was 25.24%, for 3-years was 15.32%, and for 5-years was 16.60% as of February 28, 2025. Please see our Moka fund facts on our website.
The portfolios have different asset allocation mixes and portfolio characteristics; thus, conduct your own research. Please note that the Wealthsimple Growth Portfolio of 7.6% is an estimated number. The Tangerine Equity Growth Portfolio of 8.99% is an actual number, and the RBC Select Growth Portfolio of 6.2% is an actual number. All the competitors’ data are as of February 28, 2025. Please see the competitors’ websites for the data provided in this example.
Top 100 members are on track to $3.78B.
Moka app members are ranked based on their total anticipated wealth at the end of their stated time horizon. The 100 members with the largest anticipated wealth as of March 19, 2025, are on track for a cumulative $3.78B+.