2021 February USD

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3.99% MTD
7.52% YTD

Monthly Performance (net of all fees)

JanFebMarAprMayJunJulAugSepOctNovDec YTD
20213.403.997.52%
20200.41-.20-1.91.741.662.241.253.101.110.582.043.1515.00%
20191.761.783.231.211.39-0.69-1.49-1.320.04-1.47-2.571.393.08%
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
Caravel3.99%7.52%8.6%2.026.571.0014.09%-2.57%18.6%
S&P 5002.7576%1.7118%15.57%11.230.112.82%-12.35%15.53%
S&P/TSX4.3648%4.0284%14.11%0.610.60.0710.79%-17.38%8.09%

Growth of $1000 since inception