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CAFGX: CAVALIER FUNDAMENTAL GROWTH FUND INSTITUTIONAL CLASS SHARES (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/24/2013 |
Last Dividend Date: | 12/17/2020 |
12-Mo. Yield | 0.00% |
Expenses | 1.27% |
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Performance Analytics (As of 01/07/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 9.8 | 18.3 | 12.4 | 9.8 | 0.0 | 10.0 | 20.3 | 29.5 | -20.1 | 31.3 | 1.4 | -0.7 | 10.1 | 7.6 |
Sharpe Ratio | NA | 0.55 | 0.71 | 0.51 | 0.44 | NA | 0.57 | 0.55 | 1.77 | -0.92 | 2.1 | 0.09 | -0.04 | 0.51 | 3.02 |
Draw Down(%) | NA | 10.2 | 36.3 | 36.3 | 36.3 | NA | 10.2 | 36.3 | 8.8 | 31.1 | 7.9 | 13.2 | 14.1 | 13.4 | 4.0 |
Standard Deviation(%) | NA | 17.7 | 24.9 | 23.0 | 21.0 | NA | 18.6 | 36.2 | 15.9 | 23.4 | 14.7 | 14.1 | 18.2 | 19.7 | 16.4 |
Treynor Ratio | NA | 0.11 | 0.19 | 0.12 | 0.1 | NA | 0.11 | 0.21 | 0.25 | -0.21 | 0.21 | 0.01 | -0.01 | 0.1 | 0.36 |
Alpha | NA | -0.03 | -0.01 | -0.01 | -0.01 | NA | -0.05 | 0.01 | -0.01 | -0.06 | 0.0 | -0.03 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.85 | 0.94 | 0.97 | 0.96 | NA | 0.96 | 0.94 | 1.11 | 1.02 | 1.43 | 0.86 | 0.92 | 1.02 | 1.38 |
RSquared | NA | 0.45 | 0.76 | 0.69 | 0.64 | NA | 0.51 | 0.84 | 0.79 | 0.54 | 0.48 | 0.69 | 0.6 | 0.37 | 0.58 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.6 | 5.2 | 0.2 | 0.1 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 62.9 | 3000.0 | 100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/21/2013
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