2019 July USD

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-1.49% MTD
7.33% YTD

Monthly Performance (net of all fees)

JanFebMarAprMayJunJulAugSepOctNovDec YTD
20191.761.783.231.211.39-0.69-1.497.33%
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
Caravel-1.49%7.33%9.5%210.91.0014.09%-1.49%22.6%
S&P 5001.44%20.24%12.26%0.951.20.098.01%-9.03%10.53%
S&P/TSX0.34%16.59%9.09%0.590.74-0.068.74%-6.27%6.2%

Growth of $1000 since inception