Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFGAX (CAVALIER FUNDAMENTAL GROWTH FUND ADVISOR CLASS SHARES) | NA | 7.97% | 16.87% | 11.31% | NA | NA | NA | … | … |
Data as of 01/07/2022, Common starting date is 11/07/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFGAX (CAVALIER FUNDAMENTAL GROWTH FUND ADVISOR CLASS SHARES) | 11/07/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.97 | 16.87 | 11.31 | NA | NA | NA | … | … | 0.00 | 8.19 | 19.07 | 28.14 | -20.18 | 29.99 | 0.49 | -1.72 | 9.12 | 12.20 |
| Sharpe Ratio | NA | 0.44 | 0.65 | 0.46 | NA | NA | NA | … | … | NA | 0.46 | 0.52 | 1.68 | -0.92 | 2.01 | 0.02 | -0.10 | 0.46 | 8.49 |
| Standard Deviation(%) | NA | 18.12 | 24.98 | 23.09 | NA | NA | NA | … | … | NA | 19.00 | 36.21 | 15.95 | 23.38 | 14.70 | 14.10 | 18.13 | 19.76 | 14.59 |
| Draw Down(%) | NA | 10.27 | 36.35 | 36.35 | NA | NA | NA | … | … | NA | 10.27 | 36.35 | 9.01 | 32.95 | 8.03 | 13.33 | 14.35 | 13.55 | 2.38 |
| Yield(%) | 0.00 | 0.00 | 3.84 | 4.92 | 3.01 | 2.01 | 1.51 | … | … | 0.00 | 0.00 | 9.16 | 0.05 | 6.81 | 5.28 | 0.24 | 0.06 | 0.00 | 0.00 |
Data as of 01/07/2022, Common starting date is 11/07/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFGAX (CAVALIER FUNDAMENTAL GROWTH FUND ADVISOR CLASS SHARES) |
-0.63%
Mar 2017 – Mar 2020 |
-0.65%
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 |
|---|---|---|---|---|
| CFGAX (CAVALIER FUNDAMENTAL GROWTH FUND ADVISOR CLASS SHARES) |
18.19%
Dec 2018 – Dec 2021 |
14.03%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart