2018 July USD

Back to archives

2.57% MTD
14.48% YTD

Monthly Performance (net of all fees)

JanFebMarAprMayJunJulAugSepOctNovDec YTD
20186.424.640.981.04-0.81-0.962.5714.48%
20170.34-0.010.390.251.361.441.850.093.453.5514.091.9531.87%
20161.323.271.50-0.785.37%

Risk vs. Return Comparisons Across Indexes

Month Return YTD Return Volatility Sharpe Sortino Beta Best Month Worst Month Annualized
Caravel2.57%14.48%11.03%214.91.0014.09%-0.96%27.41%
S&P 5003.72%6.46%7.42%1.743.960.265.72%-3.69%16.81%
S&P/TSX1.15%3.11%5.12%1.221.67-0.533.12%-3.02%9.51%

Growth of $1000 since inception