2019 April USD

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1.21% MTD
8.21% YTD

Monthly Performance (net of all fees)

JanFebMarAprMayJunJulAugSepOctNovDec YTD
20191.761.783.231.218.21%
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
Caravel1.21%8.21%9.6%2.1613.761.0014.09%-0.96%25.35%
S&P 5004.05%18.20%11.39%1.021.10.158.01%-9.03%14.36%
S&P/TSX3.22%16.60%9.15%0.620.75-0.058.74%-6.27%8.06%

Growth of $1000 since inception