Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAHIX (CAVALIER HEDGED HIGH INCOME FUND ADVISOR CLASS SHARES) | NA | 4.70% | 6.25% | 4.21% | NA | NA | NA | … | … |
Data as of 01/07/2022, Common starting date is 09/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAHIX (CAVALIER HEDGED HIGH INCOME FUND ADVISOR CLASS SHARES) | 09/28/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.70 | 6.25 | 4.21 | NA | NA | NA | … | … | 0.00 | 4.60 | 3.88 | 11.67 | -4.67 | 8.21 | 4.76 | -1.45 | 1.95 | 6.82 | 0.86 |
| Sharpe Ratio | NA | 0.98 | 0.71 | 0.52 | NA | NA | NA | … | … | NA | 0.99 | 0.29 | 2.62 | -1.84 | 1.81 | 1.03 | -0.49 | 0.38 | 2.22 | 1.18 |
| Standard Deviation(%) | NA | 4.78 | 8.09 | 6.71 | NA | NA | NA | … | … | NA | 4.94 | 12.64 | 3.91 | 3.25 | 4.20 | 4.42 | 3.01 | 5.13 | 3.06 | 2.95 |
| Draw Down(%) | NA | 2.60 | 16.78 | 16.78 | NA | NA | NA | … | … | NA | 2.60 | 16.78 | 1.66 | 6.32 | 2.54 | 4.04 | 3.38 | 10.53 | 4.15 | 1.88 |
| Yield(%) | 0.00 | 1.02 | 2.20 | 2.67 | 3.04 | 2.03 | 1.52 | … | … | 0.00 | 1.02 | 2.53 | 2.83 | 3.38 | 3.63 | 0.38 | 3.82 | 7.62 | 4.66 | 0.96 |
Data as of 01/07/2022, Common starting date is 09/28/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAHIX (CAVALIER HEDGED HIGH INCOME FUND ADVISOR CLASS SHARES) |
-0.66%
Mar 2017 – Mar 2020 |
1.18%
Jun 2014 – Jun 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAHIX (CAVALIER HEDGED HIGH INCOME FUND ADVISOR CLASS SHARES) |
6.83%
Dec 2018 – Dec 2021 |
5.15%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart