$1.67M sweat ($2.8m pre tax) | Borrow $2.8m 6.07% I only | Managed fund $10M | ||
increase 15% | increase 15% | increases 15% , fee of 20% of outperformance plus 1.5% AUM | ||
income | income | income | ||
250000 | 420000 | 250000 | ||
expense | expense | expense | ||
0 | 170000 | 0 | ||
net | net | net | ||
250000 | 250000 | 250000 |
$1.67M sweat | Borrow $2.8m 6.07% I only | Managed fund $10M | ||
increase 10% | increase 10% | increase 10% | ||
income | income | income | ||
167000 | 280000 | 150000 | ||
expense | expense | expense | ||
0 | 170000 | 0 | ||
net | net | net | ||
167000 | 110000 | 150000 |
Calendar Year | Kanday | All Ords | +/- | |||
2003 | n/a | 11.10 | 3300 | n/a |
||
2004 | 62.20 | 22.60 | 39.60 | |||
2005 | 23.70 | 16.20 | 7.50 | |||
2006 | 60.20 | 20.00 | 40.20 | |||
2007 | 26.30 | 13.60 | 12.70 | |||
2008 | -16.40 | -43.00 | 26.60 | |||
2009 | 31.70 | 31.30 | 0.40 | |||
2010 | 24.84 | 1.4 | 23.44 | |||
2011 | 19.6 | -13.9 | 33.50 | |||
2012 | 12.4 | 10.8 | 1.60 | |||
2013 | 28.7 | 13.6 | 15.1 | |||
2014 | 15.8 | 1.2 | 14.6 | |||
2015 | 10.6 | -3.8 | 5344 | 14.4 | ||
2016 | 9.7 | 7 | 5719 | 2.7 | ||
Cumulative Return | 2003-2016 | 1260% | 73% | |||
Compound Annual Return | 2003-2016 | 22.24% | 4.32% |