Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CADYX (CAVALIER DYNAMIC GROWTH FUND ADVISOR CLASS SHARES) | NA | -14.96% | 1.89% | 1.26% | NA | NA | NA | … | … |
Data as of 01/31/2019, Common starting date is 02/23/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CADYX (CAVALIER DYNAMIC GROWTH FUND ADVISOR CLASS SHARES) | 02/23/2011 | 01/31/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14.96 | 1.89 | 1.26 | NA | NA | NA | … | … | 0.00 | -13.40 | 14.03 | 1.87 | 0.64 | 3.87 | 20.18 | 1.14 | -6.94 |
| Sharpe Ratio | NA | -1.59 | 0.09 | 0.06 | NA | NA | NA | … | … | 0.00 | -1.39 | 1.29 | 0.11 | 0.03 | 0.25 | 1.73 | 0.07 | -0.38 |
| Standard Deviation(%) | NA | 10.25 | 11.99 | 14.06 | NA | NA | NA | … | … | NA | 10.57 | 10.42 | 15.29 | 17.92 | 15.28 | 11.64 | 15.55 | 21.53 |
| Draw Down(%) | NA | 15.22 | 16.55 | 17.42 | NA | NA | NA | … | … | 0.00 | 16.55 | 5.74 | 8.11 | 14.14 | 12.06 | 8.67 | 11.99 | 18.69 |
| Yield(%) | 0.00 | 0.00 | 4.55 | 7.24 | 4.49 | 2.99 | 2.24 | … | … | 0.00 | 0.00 | 5.58 | 7.82 | 17.91 | 8.62 | 5.46 | 0.00 | 2.20 |
Data as of 01/31/2019, Common starting date is 02/23/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CADYX (CAVALIER DYNAMIC GROWTH FUND ADVISOR CLASS SHARES) |
0.12%
Oct 2015 – Oct 2018 |
1.01%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CADYX (CAVALIER DYNAMIC GROWTH FUND ADVISOR CLASS SHARES) |
15.27%
May 2012 – May 2015 |
9.95%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart