2021 March CAD

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3.75% MTD
11.56% YTD

Monthly Performance (net of all fees)

JanFebMarAprMayJunJulAugSepOctNovDec YTD
20213.403.993.7511.56%
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
Caravel3.75%11.56%8.56%2.057.111.0013.96%-2.57%18.87%
S&P 5004.38%6.17%15.5%1.041.280.1112.82%-12.35%16.31%
S&P/TSX3.87%8.06%14.06%0.660.640.0810.79%-17.38%8.84%

Growth of $1000 since inception