Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CATOX (CAVALIER TACTICAL ROTATION FUND ADVISOR CLASS SHARES) | NA | 14.02% | 9.55% | 6.35% | 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 |
|---|---|---|
| CATOX (CAVALIER TACTICAL ROTATION 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 | 14.02 | 9.55 | 6.35 | NA | NA | NA | … | … | 0.00 | 16.48 | -0.17 | 12.73 | -9.37 | 15.69 | 5.36 | -5.15 | 12.16 | 15.02 | 2.00 |
| Sharpe Ratio | NA | 1.20 | 0.46 | 0.32 | NA | NA | NA | … | … | NA | 1.44 | -0.01 | 1.05 | -0.69 | 2.43 | 0.52 | -0.35 | 1.26 | 1.45 | 0.81 |
| Standard Deviation(%) | NA | 11.63 | 19.79 | 17.12 | NA | NA | NA | … | … | NA | 12.28 | 30.46 | 10.84 | 15.57 | 6.22 | 9.83 | 14.63 | 9.64 | 10.32 | 10.30 |
| Draw Down(%) | NA | 6.29 | 32.71 | 32.71 | NA | NA | NA | … | … | NA | 6.29 | 32.71 | 8.70 | 18.64 | 2.61 | 7.09 | 11.57 | 7.57 | 7.07 | 5.36 |
| Yield(%) | 0.00 | 0.00 | 0.62 | 3.06 | 3.27 | 2.18 | 1.63 | … | … | 0.00 | 0.00 | 0.00 | 1.86 | 11.36 | 0.67 | 0.00 | 2.64 | 5.04 | 5.39 | 0.61 |
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 |
|---|---|---|---|---|
| CATOX (CAVALIER TACTICAL ROTATION FUND ADVISOR CLASS SHARES) |
-3.23%
Oct 2017 – Oct 2020 |
-1.30%
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 |
|---|---|---|---|---|
| CATOX (CAVALIER TACTICAL ROTATION FUND ADVISOR CLASS SHARES) |
9.47%
Sep 2015 – Sep 2018 |
8.59%
Nov 2012 – Nov 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart