Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAVMX (CAVALIER TACTICAL ECONOMIC FUND CLASS A SHARES) | NA | 19.03% | 11.81% | NA | NA | NA | NA | … | … |
Data as of 01/07/2022, Common starting date is 10/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAVMX (CAVALIER TACTICAL ECONOMIC FUND CLASS A SHARES) | 10/19/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.03 | 11.81 | NA | NA | NA | NA | … | … | 0.00 | 21.03 | -0.67 | 13.04 | -36.39 |
| Sharpe Ratio | NA | 1.68 | 0.62 | NA | NA | NA | NA | … | … | NA | 1.90 | -0.03 | 1.21 | -1.39 |
| Standard Deviation(%) | NA | 11.29 | 18.09 | NA | NA | NA | NA | … | … | NA | 11.91 | 27.68 | 9.64 | 65.92 |
| Draw Down(%) | NA | 5.51 | 31.08 | NA | NA | NA | NA | … | … | NA | 5.51 | 31.08 | 5.04 | 37.10 |
| Yield(%) | 0.00 | 0.00 | 0.64 | 3.81 | 1.91 | 1.27 | 0.95 | … | … | 0.00 | 0.00 | 0.00 | 1.93 | 17.55 |
Data as of 01/07/2022, Common starting date is 10/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAVMX (CAVALIER TACTICAL ECONOMIC FUND CLASS A SHARES) |
10.75%
Nov 2018 – Nov 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAVMX (CAVALIER TACTICAL ECONOMIC FUND CLASS A SHARES) |
12.00%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart