Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CATEX (CAVALIER GLOBAL OPPORTUNITIES FUND INSTITUTIONAL CLASS SHARES) | NA | 51.74% | 18.54% | 19.78% | NA | NA | NA | … | … |
Data as of 05/17/2021, Common starting date is 09/21/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CATEX (CAVALIER GLOBAL OPPORTUNITIES FUND INSTITUTIONAL CLASS SHARES) | 09/21/2012 | 05/17/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 51.74 | 18.54 | 19.78 | NA | NA | NA | … | … | 10.29 | 36.81 | 24.43 | -8.20 | 27.64 | 11.68 | -5.71 | 4.47 | 26.75 | 1.26 |
| Sharpe Ratio | NA | 2.82 | 0.75 | 0.98 | NA | NA | NA | … | … | 1.66 | 1.05 | 1.90 | -0.55 | 3.30 | 1.20 | -0.46 | 0.45 | 2.55 | 0.41 |
| Standard Deviation(%) | NA | 19.44 | 23.52 | 19.52 | NA | NA | NA | … | … | 18.33 | 34.52 | 12.09 | 17.41 | 8.22 | 9.50 | 12.53 | 9.90 | 10.47 | 11.75 |
| Draw Down(%) | NA | 10.20 | 31.25 | 31.25 | NA | NA | NA | … | … | 8.18 | 31.25 | 6.89 | 20.63 | 2.97 | 6.19 | 11.44 | 7.27 | 6.10 | 5.52 |
| Yield(%) | 0.00 | 1.15 | 3.33 | 3.03 | 2.57 | 1.72 | 1.29 | … | … | 0.00 | 1.13 | 3.92 | 5.79 | 0.14 | 0.22 | 1.18 | 3.99 | 0.85 | 0.45 |
Data as of 05/17/2021, Common starting date is 09/21/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CATEX (CAVALIER GLOBAL OPPORTUNITIES FUND INSTITUTIONAL CLASS SHARES) |
2.52%
Oct 2013 – Oct 2016 |
4.58%
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 |
|---|---|---|---|---|
| CATEX (CAVALIER GLOBAL OPPORTUNITIES FUND INSTITUTIONAL CLASS SHARES) |
19.63%
Apr 2018 – Apr 2021 |
19.60%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart