Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHIIX (CAVALIER HEDGED HIGH INCOME FUND INSTITUTIONAL CLASS SHARES) | NA | 2.19% | 6.28% | 4.58% | NA | NA | NA | … | … |
Data as of 01/07/2022, Common starting date is 09/21/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHIIX (CAVALIER HEDGED HIGH INCOME FUND INSTITUTIONAL CLASS SHARES) | 09/21/2012 | 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.19 | 6.28 | 4.58 | NA | NA | NA | … | … | 0.00 | 2.09 | 4.99 | 13.16 | -4.00 | 9.28 | 5.85 | -0.52 | 3.07 | 8.45 | 0.36 |
| Sharpe Ratio | NA | 0.53 | 0.72 | 0.58 | NA | NA | NA | … | … | NA | 0.53 | 0.37 | 3.07 | -1.62 | 2.05 | 1.30 | -0.17 | 0.60 | 3.10 | 0.42 |
| Standard Deviation(%) | NA | 4.07 | 7.96 | 6.62 | NA | NA | NA | … | … | NA | 4.13 | 12.65 | 3.83 | 3.30 | 4.24 | 4.33 | 3.20 | 5.09 | 2.71 | 3.14 |
| Draw Down(%) | NA | 2.58 | 16.65 | 16.65 | NA | NA | NA | … | … | NA | 2.58 | 16.65 | 1.64 | 6.27 | 2.30 | 3.91 | 2.80 | 10.04 | 3.69 | 2.00 |
| Yield(%) | 0.00 | 1.89 | 3.31 | 3.67 | 3.84 | 2.56 | 1.92 | … | … | 0.00 | 1.89 | 3.57 | 4.09 | 4.48 | 4.29 | 0.47 | 4.65 | 8.67 | 5.62 | 0.96 |
Data as of 01/07/2022, Common starting date is 09/21/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHIIX (CAVALIER HEDGED HIGH INCOME FUND INSTITUTIONAL CLASS SHARES) |
0.32%
Mar 2017 – Mar 2020 |
2.18%
Jun 2014 – Jun 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHIIX (CAVALIER HEDGED HIGH INCOME FUND INSTITUTIONAL CLASS SHARES) |
6.85%
Dec 2018 – Dec 2021 |
6.07%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart