Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAGOX (CAVALIER GROWTH OPPORTUNITIES FUND CLASS A SHARES) | NA | 51.52% | 17.96% | NA | NA | NA | NA | … | … |
Data as of 05/17/2021, Common starting date is 04/18/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAGOX (CAVALIER GROWTH OPPORTUNITIES FUND CLASS A SHARES) | 04/18/2018 | 05/17/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 51.52 | 17.96 | NA | NA | NA | NA | … | … | 10.28 | 36.34 | 23.41 | -11.65 |
| Sharpe Ratio | NA | 2.81 | 0.73 | NA | NA | NA | NA | … | … | 1.66 | 1.04 | 1.82 | -1.04 |
| Standard Deviation(%) | NA | 19.40 | 23.53 | NA | NA | NA | NA | … | … | 18.28 | 34.57 | 12.06 | 16.90 |
| Draw Down(%) | NA | 10.20 | 31.26 | NA | NA | NA | NA | … | … | 8.19 | 31.26 | 6.97 | 19.02 |
| Yield(%) | 0.00 | 2.07 | 5.40 | 3.24 | 1.62 | 1.08 | 0.81 | … | … | 0.00 | 2.03 | 5.94 | 9.70 |
Data as of 05/17/2021, Common starting date is 04/18/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAGOX (CAVALIER GROWTH OPPORTUNITIES FUND CLASS A SHARES) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAGOX (CAVALIER GROWTH OPPORTUNITIES FUND CLASS A SHARES) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart