Year-to-date performance
For Jan 2021 year-to-date, Shalom fund return is 7.18% while STI index return is 2.06%.
Shalom fund outperform STI index by 5.12% for Jan 2021.
Fund summary
Shalom Investment Blog is an investment sharing site to update the author's investment journey through a regular portfolio performance update. Besides sharing the portfolio performance, the author would like to demonstrate that it is technically possible to achieve a return that is higher than the market return through a carefully structured investment strategy.
Year-to-date performance
For Jan 2021 year-to-date, Shalom fund return is 7.18% while STI index return is 2.06%.
Shalom fund outperform STI index by 5.12% for Jan 2021.
Fund summary
Year-to-date performance
For year 2020, Shalom fund annual return is 35.53% while STI annual return is -11.76%. Shalom fund outperform STI index by 47.29% for the year 2020.
Considering the global pandemic factors where most funds underperform the index, the performance by the fund is above expectation.
Fund Summary
Monthly & YTD performance
YTD performance
Fund Ownership
Fund historic performance since inception