Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDYGX (CAVALIER DYNAMIC GROWTH FUND INSTITUTIONAL CLASS SHARES) | NA | -14.64% | 3.67% | 1.62% | NA | NA | NA | … | … |
Data as of 01/18/2019, Common starting date is 10/06/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDYGX (CAVALIER DYNAMIC GROWTH FUND INSTITUTIONAL CLASS SHARES) | 10/06/2009 | 01/18/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14.64 | 3.67 | 1.62 | NA | NA | NA | … | … | 0.00 | -12.54 | 15.18 | 2.93 | 1.74 | 4.80 | 21.27 | 1.33 | -3.79 | 9.57 | 2.10 |
| Sharpe Ratio | NA | -1.54 | 0.24 | 0.09 | NA | NA | NA | … | … | 0.00 | -1.31 | 1.41 | 0.18 | 0.10 | 0.31 | 1.84 | 0.08 | -0.18 | 0.67 | 0.84 |
| Standard Deviation(%) | NA | 10.36 | 11.93 | 14.06 | NA | NA | NA | … | … | NA | 10.56 | 10.39 | 14.95 | 17.97 | 15.20 | 11.52 | 16.02 | 20.98 | 14.18 | 10.81 |
| Draw Down(%) | NA | 15.84 | 15.84 | 16.91 | NA | NA | NA | … | … | 0.00 | 15.84 | 5.72 | 7.72 | 13.97 | 11.66 | 8.54 | 12.38 | 18.35 | 13.58 | 7.40 |
| Yield(%) | 0.00 | 0.00 | 4.46 | 6.93 | 5.20 | 3.47 | 2.60 | … | … | 0.00 | 0.00 | 5.29 | 7.52 | 17.50 | 8.53 | 5.46 | 0.00 | 2.28 | 0.07 | 0.00 |
Data as of 01/18/2019, Common starting date is 10/06/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDYGX (CAVALIER DYNAMIC GROWTH FUND INSTITUTIONAL CLASS SHARES) |
1.13%
Oct 2015 – Oct 2018 |
2.03%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDYGX (CAVALIER DYNAMIC GROWTH FUND INSTITUTIONAL CLASS SHARES) |
16.37%
May 2012 – May 2015 |
11.06%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart