2021 May USD

Back to archives

1.30% MTD
14.40% YTD

Monthly Performance (net of all fees)

JanFebMarAprMayJunJulAugSepOctNovDec YTD
20213.403.993.751.241.3014.40%
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
Caravel1.30%14.40%8.43%2.116.721.0014.09%-2.57%19.08%
S&P 5000.70%12.61%15.33%1.111.340.1112.82%-12.35%17.14%
S&P/TSX3.45%15.15%13.88%0.740.710.0810.79%-17.38%9.98%

Growth of $1000 since inception