Growth of $1000 since inception

2021 December CAD

1.20% MTD
30.78% YTD

Monthly Performance (net of all fees)

JanFebMarAprMayJunJulAugSepOctNovDec YTD
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
Caravel1.20%30.78%8.15%2.247.411.0013.96%-2.57%19.54%
S&P 5004.47%28.68%15.01%1.191.450.0912.82%-12.35%18.04%
S&P/TSX3.09%25.15%13.38%0.820.80.0710.79%-17.38%10.56%