Performance
Long-term results, after fees.
Growth of $100,000 invested at inception in each Duncan Ross fund, compared with the same amount invested in the S&P 500 and the S&P/TSX. Values as of December 31, 2025.
PrototypeThe monthly path is redrawn from the chart on the current site. Final values are exact; the firm’s official monthly series will replace it before launch.
Since 1988
Duncan Ross Pooled Trust
$100,000 invested in the Pooled Trust since inception
- Pooled Trust
- $10,397,500104× the initial investment
- S&P 500
- $6,464,09864.6× the initial investment
- S&P/TSX
- $2,595,42026.0× the initial investment
Value on December 31, 2025
Hover or drag across the chart to read the values by month.
| Value on December 31, 2025 | Pooled Trust | S&P 500 | S&P/TSX |
|---|---|---|---|
| December 1988 | $106,935 | $106,918 | $107,430 |
| December 1989 | $115,371 | $115,332 | $116,166 |
| December 1990 | $124,633 | $124,568 | $125,613 |
| December 1991 | $142,687 | $142,874 | $135,827 |
| December 1992 | $161,342 | $149,731 | $146,872 |
| December 1993 | $200,535 | $201,128 | $158,815 |
| December 1994 | $178,375 | $178,691 | $171,729 |
| December 1995 | $296,567 | $297,635 | $185,693 |
| December 1996 | $343,904 | $345,081 | $200,792 |
| December 1997 | $530,136 | $531,856 | $216,283 |
| December 1998 | $726,568 | $739,867 | $217,363 |
| December 1999 | $727,605 | $853,556 | $280,122 |
| December 2000 | $727,732 | $789,881 | $286,075 |
| December 2001 | $727,858 | $789,877 | $246,963 |
| December 2002 | $704,168 | $508,688 | $218,345 |
| December 2003 | $877,146 | $571,889 | $293,458 |
| December 2004 | $1,005,993 | $583,715 | $345,977 |
| December 2005 | $1,176,832 | $544,892 | $456,306 |
| December 2006 | $1,355,610 | $704,327 | $544,296 |
| December 2007 | $1,412,722 | $580,788 | $597,049 |
| December 2008 | $1,126,838 | $371,219 | $382,041 |
| December 2009 | $1,199,204 | $501,786 | $516,993 |
| December 2010 | $1,234,256 | $625,611 | $645,293 |
| December 2011 | $1,263,843 | $586,598 | $605,729 |
| December 2012 | $1,541,915 | $668,591 | $641,419 |
| December 2013 | $2,120,668 | $1,009,890 | $729,445 |
| December 2014 | $2,677,295 | $1,279,266 | $807,004 |
| December 2015 | $2,755,319 | $1,521,021 | $741,823 |
| December 2016 | $3,042,702 | $1,684,716 | $904,095 |
| December 2017 | $3,735,785 | $1,961,575 | $985,987 |
| December 2018 | $4,000,448 | $2,081,834 | $949,997 |
| December 2019 | $4,751,012 | $2,522,567 | $1,127,972 |
| December 2020 | $5,722,846 | $2,898,473 | $1,180,599 |
| December 2021 | $6,688,736 | $3,715,485 | $1,514,147 |
| December 2022 | $6,275,727 | $3,445,925 | $1,493,562 |
| December 2023 | $6,933,125 | $3,969,788 | $1,553,942 |
| December 2024 | $9,612,665 | $5,595,461 | $2,000,368 |
| December 2025 | $10,397,500 | $6,464,098 | $2,595,420 |
| Investment | Value | Multiple |
|---|---|---|
| Duncan Ross Pooled Trust | $10,397,500 | 104.0× |
| S&P 500 | $6,464,098 | 64.6× |
| S&P/TSX | $2,595,420 | 26.0× |
| Period | Pooled Trust | S&P 500 | S&P/TSX |
|---|---|---|---|
| Since inception (1988) | 13.0% | 11.6% | 9.0% |
Only the since-inception figure is shown while the series is the prototype reconstruction.
Since 1994
Duncan Ross Equity Fund
$100,000 invested in the Equity Fund since inception
- Equity Fund
- $3,506,30035.1× the initial investment
- S&P 500
- $2,749,38627.5× the initial investment
- S&P/TSX
- $1,730,52417.3× the initial investment
Value on December 31, 2025
Hover or drag across the chart to read the values by month.
| Value on December 31, 2025 | Equity Fund | S&P 500 | S&P/TSX |
|---|---|---|---|
| December 1994 | $111,573 | $111,912 | $110,211 |
| December 1995 | $125,965 | $122,394 | $122,542 |
| December 1996 | $153,314 | $188,075 | $149,510 |
| December 1997 | $177,504 | $274,238 | $182,840 |
| December 1998 | $205,511 | $344,437 | $167,956 |
| December 1999 | $237,938 | $392,032 | $244,263 |
| December 2000 | $275,481 | $342,270 | $208,005 |
| December 2001 | $306,065 | $307,142 | $201,559 |
| December 2002 | $316,513 | $224,888 | $176,665 |
| December 2003 | $425,303 | $280,316 | $236,688 |
| December 2004 | $474,056 | $272,715 | $276,381 |
| December 2005 | $542,430 | $343,938 | $353,523 |
| December 2006 | $594,423 | $391,622 | $397,494 |
| December 2007 | $600,740 | $414,093 | $420,621 |
| December 2008 | $494,749 | $264,254 | $268,624 |
| December 2009 | $542,923 | $379,019 | $385,582 |
| December 2010 | $582,272 | $469,182 | $477,669 |
| December 2011 | $591,546 | $434,278 | $440,387 |
| December 2012 | $669,732 | $452,691 | $461,581 |
| December 2013 | $840,023 | $514,021 | $524,514 |
| December 2014 | $1,030,977 | $571,648 | $575,038 |
| December 2015 | $1,004,123 | $645,712 | $516,817 |
| December 2016 | $1,135,256 | $732,495 | $634,417 |
| December 2017 | $1,326,591 | $855,788 | $678,769 |
| December 2018 | $1,405,586 | $892,590 | $662,204 |
| December 2019 | $1,645,001 | $1,075,255 | $774,009 |
| December 2020 | $1,969,465 | $1,262,349 | $818,533 |
| December 2021 | $2,293,949 | $1,585,089 | $1,018,553 |
| December 2022 | $2,116,259 | $1,461,665 | $1,004,436 |
| December 2023 | $2,400,412 | $1,727,996 | $1,063,636 |
| December 2024 | $3,230,823 | $2,354,595 | $1,335,969 |
| December 2025 | $3,506,300 | $2,749,386 | $1,730,524 |
| Investment | Value | Multiple |
|---|---|---|
| Duncan Ross Equity Fund | $3,506,300 | 35.1× |
| S&P 500 | $2,749,386 | 27.5× |
| S&P/TSX | $1,730,524 | 17.3× |
| Period | Equity Fund | S&P 500 | S&P/TSX |
|---|---|---|---|
| Since inception (1994) | 11.8% | 10.9% | 9.3% |
Only the since-inception figure is shown while the series is the prototype reconstruction.
Since the firm’s inception in 1987, Duncan Ross has achieved an annualized performance record of 13% after fees.
Important information
This site is intended to provide information about Duncan Ross pooled funds and does not constitute a sales offer. Duncan Ross results are after fees. Past performance is not indicative nor a guarantee of future performance.