Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMSFX (CAVALIER MULTI STRATEGIST FUND INSTITUTIONAL CLASS SHARES) | NA | 19.31% | 12.03% | 9.97% | NA | NA | NA | … | … |
Data as of 01/07/2022, Common starting date is 09/21/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMSFX (CAVALIER MULTI STRATEGIST FUND INSTITUTIONAL CLASS SHARES) | 09/21/2012 | 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.31 | 12.03 | 9.97 | NA | NA | NA | … | … | 0.00 | 21.31 | -0.53 | 17.04 | -0.90 | 17.18 | 5.08 | -4.45 | 4.61 | 20.36 | 2.48 |
| Sharpe Ratio | NA | 1.70 | 0.63 | 0.59 | NA | NA | NA | … | … | NA | 1.92 | -0.03 | 1.70 | -0.18 | 1.99 | 0.51 | -0.40 | 0.49 | 2.19 | 0.96 |
| Standard Deviation(%) | NA | 11.32 | 18.12 | 15.60 | NA | NA | NA | … | … | NA | 11.93 | 27.75 | 9.21 | 12.68 | 8.36 | 9.58 | 11.15 | 9.32 | 9.29 | 9.98 |
| Draw Down(%) | NA | 5.55 | 31.09 | 31.09 | NA | NA | NA | … | … | NA | 5.55 | 31.09 | 4.98 | 11.67 | 3.43 | 7.62 | 9.65 | 5.81 | 5.86 | 3.28 |
| Yield(%) | 0.00 | 0.00 | 0.48 | 3.61 | 3.42 | 2.28 | 1.71 | … | … | 0.00 | 0.00 | 0.00 | 1.46 | 13.00 | 1.78 | 0.00 | 3.24 | 3.82 | 3.13 | 1.47 |
Data as of 01/07/2022, 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 |
|---|---|---|---|---|
| CMSFX (CAVALIER MULTI STRATEGIST FUND INSTITUTIONAL CLASS SHARES) |
0.45%
Mar 2017 – Mar 2020 |
1.33%
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 |
|---|---|---|---|---|
| CMSFX (CAVALIER MULTI STRATEGIST FUND INSTITUTIONAL CLASS SHARES) |
12.19%
Dec 2018 – Dec 2021 |
10.73%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart