2018 March CAD

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0.95% MTD
12.53% YTD

Monthly Performance (net of all fees)

JanFebMarAprMayJunJulAugSepOctNovDec YTD
20186.364.810.9512.53%
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
Caravel0.95%12.53%11.51%2.35INF1.0013.96%-0.82%32.58%
S&P 500-2.54%-0.76%7.85%1.613.870.265.72%-3.69%17.07%
S&P/TSX-0.16%-4.52%5.12%0.811.11-0.363.06%-3.02%6.39%

Growth of $1000 since inception