Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CATDX (CAVALIER GLOBAL OPPORTUNITIES FUND ADVISOR CLASS SHARES) | NA | 50.30% | 17.12% | 18.47% | NA | NA | NA | … | … |
Data as of 05/17/2021, Common starting date is 09/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CATDX (CAVALIER GLOBAL OPPORTUNITIES FUND ADVISOR CLASS SHARES) | 09/28/2012 | 05/17/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 50.30 | 17.12 | 18.47 | NA | NA | NA | … | … | 9.92 | 35.56 | 22.41 | -9.03 | 26.34 | 10.54 | -7.70 | 4.60 | 24.96 | 2.08 |
| Sharpe Ratio | NA | 2.75 | 0.69 | 0.91 | NA | NA | NA | … | … | 1.59 | 1.02 | 1.73 | -0.60 | 3.14 | 1.08 | -0.61 | 0.47 | 2.35 | 0.73 |
| Standard Deviation(%) | NA | 19.40 | 23.55 | 19.54 | NA | NA | NA | … | … | 18.30 | 34.57 | 12.14 | 17.41 | 8.22 | 9.57 | 12.63 | 9.81 | 10.62 | 11.86 |
| Draw Down(%) | NA | 10.25 | 31.34 | 31.34 | NA | NA | NA | … | … | 8.22 | 31.34 | 6.99 | 20.88 | 3.05 | 6.47 | 11.67 | 7.48 | 5.99 | 5.51 |
| Yield(%) | 0.00 | 1.08 | 3.23 | 2.88 | 2.41 | 1.60 | 1.20 | … | … | 0.00 | 1.07 | 3.43 | 5.98 | 0.15 | 0.23 | 1.18 | 3.92 | 0.77 | 0.29 |
Data as of 05/17/2021, 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 |
|---|---|---|---|---|
| CATDX (CAVALIER GLOBAL OPPORTUNITIES FUND ADVISOR CLASS SHARES) |
1.47%
Oct 2013 – Oct 2016 |
3.40%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CATDX (CAVALIER GLOBAL OPPORTUNITIES FUND ADVISOR CLASS SHARES) |
18.22%
Apr 2018 – Apr 2021 |
18.28%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart