Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAFGX (CAVALIER FUNDAMENTAL GROWTH FUND INSTITUTIONAL CLASS SHARES) | NA | 9.77% | 18.28% | 12.36% | NA | NA | NA | … | … |
Data as of 01/07/2022, Common starting date is 10/24/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAFGX (CAVALIER FUNDAMENTAL GROWTH FUND INSTITUTIONAL CLASS SHARES) | 10/24/2013 | 01/07/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.77 | 18.28 | 12.36 | NA | NA | NA | … | … | 0.00 | 9.97 | 20.33 | 29.49 | -20.10 | 31.26 | 1.45 | -0.70 | 10.15 | 7.62 |
| Sharpe Ratio | NA | 0.55 | 0.71 | 0.51 | NA | NA | NA | … | … | NA | 0.57 | 0.55 | 1.77 | -0.92 | 2.10 | 0.09 | -0.04 | 0.51 | 3.02 |
| Standard Deviation(%) | NA | 17.75 | 24.87 | 23.02 | NA | NA | NA | … | … | NA | 18.62 | 36.19 | 15.91 | 23.42 | 14.67 | 14.08 | 18.17 | 19.71 | 16.38 |
| Draw Down(%) | NA | 10.16 | 36.27 | 36.27 | NA | NA | NA | … | … | NA | 10.16 | 36.27 | 8.78 | 31.09 | 7.93 | 13.20 | 14.07 | 13.44 | 4.01 |
| Yield(%) | 0.00 | 0.00 | 3.67 | 4.83 | 2.91 | 1.94 | 1.46 | … | … | 0.00 | 0.00 | 8.68 | 0.05 | 6.61 | 5.18 | 0.17 | 0.06 | 0.00 | 0.00 |
Data as of 01/07/2022, Common starting date is 10/24/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAFGX (CAVALIER FUNDAMENTAL GROWTH FUND INSTITUTIONAL CLASS SHARES) |
0.12%
Mar 2017 – Mar 2020 |
0.18%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAFGX (CAVALIER FUNDAMENTAL GROWTH FUND INSTITUTIONAL CLASS SHARES) |
19.66%
Dec 2018 – Dec 2021 |
15.00%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart