Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CADAX (CAVALIER ADAPTIVE INCOME FUND ADVISOR CLASS SHARES) | NA | -1.99% | 0.41% | 1.55% | 1.66% | NA | NA | … | … |
Data as of 01/07/2022, Common starting date is 03/07/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CADAX (CAVALIER ADAPTIVE INCOME FUND ADVISOR CLASS SHARES) | 03/07/2011 | 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.99 | 0.41 | 1.55 | 1.66 | NA | NA | … | … | 0.00 | -1.58 | -0.57 | 3.34 | 3.71 | 4.12 | 6.05 | -2.30 | -0.43 | 0.02 | 4.06 | -1.50 |
| Sharpe Ratio | NA | -0.49 | -0.03 | 0.19 | 0.35 | NA | NA | … | … | NA | -0.38 | -0.11 | 1.01 | 1.00 | 0.90 | 1.21 | -1.08 | -0.35 | -0.01 | 2.45 | -0.99 |
| Standard Deviation(%) | NA | 4.12 | 4.93 | 4.33 | 3.59 | NA | NA | … | … | NA | 4.19 | 7.21 | 1.93 | 2.40 | 3.90 | 4.82 | 2.15 | 1.30 | 1.67 | 1.65 | 1.84 |
| Draw Down(%) | NA | 3.85 | 13.25 | 13.25 | 13.25 | NA | NA | … | … | NA | 3.85 | 13.25 | 0.92 | 1.02 | 3.20 | 5.53 | 3.54 | 2.42 | 3.20 | 0.80 | 3.25 |
| Yield(%) | 0.00 | 1.69 | 2.14 | 2.85 | 2.20 | 1.43 | 1.08 | … | … | 0.00 | 1.70 | 2.03 | 2.71 | 3.54 | 4.49 | 1.24 | 0.61 | 0.80 | 0.43 | 4.47 | 0.00 |
Data as of 01/07/2022, Common starting date is 03/07/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CADAX (CAVALIER ADAPTIVE INCOME FUND ADVISOR CLASS SHARES) |
-1.00%
Jan 2013 – Jan 2016 |
0.36%
May 2011 – May 2016 |
1.42%
Jul 2011 – Jul 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CADAX (CAVALIER ADAPTIVE INCOME FUND ADVISOR CLASS SHARES) |
4.65%
Nov 2015 – Nov 2018 |
3.31%
Dec 2015 – Dec 2020 |
1.76%
Nov 2011 – Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart