Growth of $1000 since inception

2022 May CAD

-1.61% MTD
1.58% YTD

Monthly Performance (net of all fees)

JanFebMarAprMayJunJulAugSepOctNovDec YTD
20221.151.02.93.10-1.611.58%
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
Caravel-1.61%1.58%7.98%1.846.121.0013.96%-2.57%18.31%
S&P 500.18%-14.76%15.44%0.7610.112.82%-12.35%13.89%
S&P/TSX.06%-1.25%13.19%0.560.560.0810.79%-17.38%9.52%