Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 01/07/2022.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CADTX (CAVALIER ADAPTIVE INCOME FUND INSTITUTIONAL CLASS SHARES) | NA | -1.67% | 1.19% | 2.40% | 2.55% | NA | NA | 2.36% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CADTX (CAVALIER ADAPTIVE INCOME FUND INSTITUTIONAL CLASS SHARES) | 12/16/2009 | 01/07/2022 |
The return data shown below all have the same latest date: 01/07/2022.
AR inception is since 12/16/2009.
AR inception is since 12/16/2009.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.67 | 1.19 | 2.40 | 2.55 | NA | NA | 2.36 | 0.00 | -1.17 | -0.35 | 4.48 | 4.79 | 4.90 | 6.88 | -1.37 | 0.49 | 1.05 | 4.61 | 0.70 | 3.24 | -0.10 |
| Sharpe Ratio | NA | -0.40 | 0.13 | 0.39 | 0.60 | NA | NA | 0.59 | NA | -0.31 | -0.08 | 1.61 | 1.49 | 1.08 | 1.39 | -0.63 | 0.36 | 0.64 | 2.44 | 0.38 | 1.22 | -5.03 |
| Standard Deviation(%) | NA | 4.28 | 4.95 | 4.34 | 3.59 | NA | NA | 3.41 | NA | 4.16 | 7.16 | 1.91 | 2.32 | 3.96 | 4.79 | 2.24 | 1.32 | 1.59 | 1.88 | 1.75 | 2.59 | 0.50 |
| Draw Down(%) | NA | 3.22 | 13.12 | 13.12 | 13.12 | NA | NA | 13.12 | NA | 4.64 | 13.12 | 0.89 | 0.80 | 3.06 | 5.69 | 2.94 | 1.97 | 3.11 | 1.09 | 2.90 | 2.78 | 0.10 |
| Yield(%) | 0.00 | 2.51 | 3.08 | 3.68 | 2.97 | 2.16 | 1.62 | 2.71 | 0.00 | 2.53 | 3.01 | 3.73 | 4.48 | 4.85 | 1.58 | 1.57 | 1.69 | 0.94 | 5.00 | 0.00 | 2.74 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CADTX (CAVALIER ADAPTIVE INCOME FUND INSTITUTIONAL CLASS SHARES) |
-0.04%
Jan 2013 - Jan 2016 |
1.04%
Jan 2011 - Jan 2016 |
2.15%
Mar 2010 - Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CADTX (CAVALIER ADAPTIVE INCOME FUND INSTITUTIONAL CLASS SHARES) |
5.54%
Nov 2015 - Nov 2018 |
4.24%
Dec 2015 - Dec 2020 |
3.00%
Jan 2010 - Jan 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart