2021 April USD

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1.24% MTD
12.93% YTD

Monthly Performance (net of all fees)

JanFebMarAprMayJunJulAugSepOctNovDec YTD
20213.403.993.751.2412.93%
20200.41-.20-1.91.741.662.241.253.101.110.582.043.1515.00%
20191.761.783.231.211.39-0.69-1.49-1.320.04-1.47-2.571.393.08%
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
Caravel1.24%12.93%8.51%2.096.731.0014.09%-2.57%19.12%
S&P 5005.34%11.83%15.46%1.111.350.1112.82%-12.35%17.29%
S&P/TSX2.39%10.64%13.95%0.690.670.0810.79%-17.38%9.22%

Growth of $1000 since inception