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CADYX: CAVALIER DYNAMIC GROWTH FUND ADVISOR CLASS SHARES (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/23/2011 |
Last Dividend Date: | 12/15/2017 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -3.9 | -0.4 | -16.4 | 0.0 | -13.4 | 14.0 | 1.9 | 0.6 | 3.9 | 20.2 | 1.1 | -6.9 |
Sharpe Ratio | NA | -1.59 | 0.09 | 0.06 | 0.13 | 0.0 | -1.39 | 1.29 | 0.11 | 0.03 | 0.25 | 1.73 | 0.07 | -0.38 |
Draw Down(%) | NA | 15.2 | 16.6 | 17.4 | 22.6 | 0.0 | 16.6 | 5.7 | 8.1 | 14.1 | 12.1 | 8.7 | 12.0 | 18.7 |
Standard Deviation(%) | NA | 10.3 | 12.0 | 14.1 | 15.0 | NA | 10.6 | 10.4 | 15.3 | 17.9 | 15.3 | 11.6 | 15.5 | 21.5 |
Treynor Ratio | NA | -0.34 | 0.02 | 0.01 | 0.03 | NA | -0.27 | 0.23 | 0.02 | 0.01 | 0.04 | 0.22 | 0.01 | -0.11 |
Alpha | NA | -0.06 | -0.02 | -0.02 | -0.02 | -0.01 | -0.05 | 0.01 | -0.02 | 0.0 | -0.02 | -0.03 | -0.04 | -0.02 |
Beta | NA | 0.48 | 0.56 | 0.72 | 0.73 | 0.0 | 0.54 | 0.59 | 0.71 | 0.91 | 0.88 | 0.91 | 0.8 | 0.71 |
RSquared | NA | 0.67 | 0.37 | 0.47 | 0.54 | 0.0 | 0.74 | 0.16 | 0.4 | 0.61 | 0.46 | 0.79 | 0.48 | 0.73 |
Yield(%) | N/A | 0.0 | 4.5 | 7.2 | N/A | 0.0 | 0.0 | 5.5 | 7.8 | 17.9 | 8.6 | 5.4 | 0.0 | 2.2 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -32.4 | -63.9 | 95.2 | 78.0 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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