2021 March USD

Back to archives

3.75% MTD
11.55% YTD

Monthly Performance (net of all fees)

JanFebMarAprMayJunJulAugSepOctNovDec YTD
20213.403.993.7511.55%
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
Caravel3.75%11.55%8.58%2.086.751.0014.09%-2.57%19.18%
S&P 5004.38%6.17%15.5%1.051.280.1112.82%-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