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CAGOX: CAVALIER GROWTH OPPORTUNITIES FUND CLASS A SHARES (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/18/2018 |
Last Dividend Date: | 12/30/2020 |
12-Mo. Yield | 0.10% |
Expenses | 1.81% |
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Performance Analytics (As of 05/17/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 07/09/2018 |
2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 54.5 | 18.0 | 18.1 | 10.3 | 36.3 | 23.4 | -11.7 |
Sharpe Ratio | NA | 2.81 | 0.73 | 0.71 | 1.66 | 1.04 | 1.82 | -1.04 |
Draw Down(%) | NA | 10.2 | 31.3 | 31.3 | 8.2 | 31.3 | 7.0 | 19.0 |
Standard Deviation(%) | NA | 19.4 | 23.5 | 23.3 | 18.3 | 34.6 | 12.1 | 16.9 |
Treynor Ratio | NA | 0.57 | 0.18 | 0.17 | 0.3 | 0.38 | 0.24 | -0.17 |
Alpha | NA | 0.02 | 0.01 | 0.0 | 0.0 | 0.05 | -0.01 | -0.03 |
Beta | NA | 0.95 | 0.96 | 0.96 | 1.0 | 0.95 | 0.92 | 1.01 |
RSquared | NA | 0.79 | 0.92 | 0.92 | 0.76 | 0.94 | 0.93 | 0.9 |
Yield(%) | N/A | 2.2 | 5.5 | N/A | 0.0 | 2.1 | 6.0 | 9.7 |
Dividend Growth(%) | N/A | -57.4 | N/A | N/A | -100.0 | -57.4 | -52.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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