Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAVTX (CAVALIER TACTICAL ROTATION FUND CLASS A SHARES) | NA | 14.78% | 10.33% | NA | NA | NA | NA | … | … |
Data as of 01/07/2022, Common starting date is 04/04/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAVTX (CAVALIER TACTICAL ROTATION FUND CLASS A SHARES) | 04/04/2018 | 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 | 14.78 | 10.33 | NA | NA | NA | NA | … | … | 0.00 | 17.25 | -0.45 | 13.66 | -3.68 |
| Sharpe Ratio | NA | 1.27 | 0.50 | NA | NA | NA | NA | … | … | NA | 1.51 | -0.02 | 1.14 | -0.44 |
| Standard Deviation(%) | NA | 11.60 | 19.73 | NA | NA | NA | NA | … | … | NA | 12.24 | 30.38 | 10.79 | 14.27 |
| Draw Down(%) | NA | 6.16 | 32.69 | NA | NA | NA | NA | … | … | NA | 6.16 | 32.69 | 8.48 | 17.33 |
| Yield(%) | 0.00 | 0.00 | 1.64 | 3.82 | 1.91 | 1.27 | 0.96 | … | … | 0.00 | 0.00 | 0.96 | 3.88 | 15.17 |
Data as of 01/07/2022, Common starting date is 04/04/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAVTX (CAVALIER TACTICAL ROTATION FUND CLASS A SHARES) |
2.92%
Sep 2018 – Sep 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 |
|---|---|---|---|---|
| CAVTX (CAVALIER TACTICAL ROTATION FUND CLASS A SHARES) |
10.24%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart