2019 February USD

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1.78% MTD
3.57% YTD

Monthly Performance (net of all fees)

JanFebMarAprMayJunJulAugSepOctNovDec YTD
20191.761.783.57%
20186.424.640.981.04-0.81-0.962.571.723.650.720.05-0.1321.48%
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
Caravel1.78%3.57%9.88%2.0513.471.0014.09%-0.96%25.04%
S&P 5003.21%11.46%11.61%0.860.940.168.01%-9.03%12.69%
S&P/TSX3.15%12.16%9.32%0.460.57-0.058.74%-6.27%6.83%

Growth of $1000 since inception