2024 July CAD

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2.57% MTD
2.75% YTD

Monthly Performance (net of all fees)

JanFebMarAprMayJunJulAugSepOctNovDec YTD
20241.74-1.70-1.260.930.240.262.572.75%
2023-3.42-.95-0.11-0.07-3.192.221.57-0.222.06-0.762.211.180.32%
20221.151.02.93.10-1.61.82-1.61-0.33-8.490.06-.090.68-7.5%
20213.403.993.751.271.301.540.221.514.893.700.501.2030.78%
20200.41-.20-1.91.741.662.251.263.131.100.572.043.1515.02%
20191.721.793.131.151.35-0.75-1.54-1.340.04-1.45-2.571.392.76%
20186.364.810.950.71-0.85-1.072.501.693.530.670.02-0.1820.58%
20170.270.050.350.251.391.451.770.123.273.6113.961.9631.51%
20161.593.301.53-0.825.67%

Risk vs. Return Comparisons Across Indexes

Month Return YTD Return Volatility Sharpe Sortino Beta Best Month Worst Month Annualized
Caravel2.57%2.75%8.33%11.41.0013.96%-8.49%12.1%
S&P 5005.87%16.69%16.21%0.771.160.0912.82%-12.35%14.5%
S&P/TSX1.22%12.29%13.51%0.390.460.0910.79%-17.38%9.3%

Growth of $1000 since inception