Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFDAX (CAVALIER FUNDAMENTAL GROWTH FUND CLASS A SHARES) | NA | 27.13% | 20.59% | NA | NA | NA | NA | … | … |
Data as of 11/22/2021, Common starting date is 03/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFDAX (CAVALIER FUNDAMENTAL GROWTH FUND CLASS A SHARES) | 03/19/2018 | 11/22/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 27.13 | 20.59 | NA | NA | NA | NA | … | … | 19.08 | 19.92 | 29.21 | -21.87 |
| Sharpe Ratio | NA | 1.65 | 0.77 | NA | NA | NA | NA | … | … | 1.27 | 0.54 | 1.75 | -1.23 |
| Standard Deviation(%) | NA | 16.54 | 25.45 | NA | NA | NA | NA | … | … | 17.06 | 36.09 | 15.90 | 22.98 |
| Draw Down(%) | NA | 10.19 | 36.24 | NA | NA | NA | NA | … | … | 10.19 | 36.24 | 8.88 | 32.69 |
| Yield(%) | 0.00 | 13.04 | 9.32 | 4.60 | 2.30 | 1.53 | 1.15 | … | … | 0.00 | 14.48 | 0.08 | 10.27 |
Data as of 11/22/2021, Common starting date is 03/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFDAX (CAVALIER FUNDAMENTAL GROWTH FUND CLASS A SHARES) |
6.68%
May 2018 – May 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 |
|---|---|---|---|---|
| CFDAX (CAVALIER FUNDAMENTAL GROWTH FUND CLASS A SHARES) |
16.47%
Oct 2018 – Oct 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart