2021 August CAD

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1.51% MTD
18.22% YTD

Monthly Performance (net of all fees)

JanFebMarAprMayJunJulAugSepOctNovDec YTD
20213.403.993.751.271.301.540.221.5118.22%
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
Caravel1.51%18.22%8.21%2.076.91.0013.96%-2.57%18.54%
S&P 5003.04%21.57%14.96%1.161.370.1112.82%-12.35%18.01%
S&P/TSX1.63%20.17%13.54%0.770.720.0810.79%-17.38%10.39%

Growth of $1000 since inception