Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMSYX (CAVALIER MULTI STRATEGIST FUND ADVISOR CLASS SHARES) | NA | 18.41% | 11.38% | 9.16% | NA | NA | NA | … | … |
Data as of 01/07/2022, Common starting date is 09/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMSYX (CAVALIER MULTI STRATEGIST FUND ADVISOR CLASS SHARES) | 09/28/2012 | 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 | 18.41 | 11.38 | 9.16 | NA | NA | NA | … | … | 0.00 | 20.34 | -1.53 | 17.13 | -1.96 | 16.11 | 3.98 | -5.26 | 3.60 | 19.14 | 3.11 |
| Sharpe Ratio | NA | 1.62 | 0.60 | 0.54 | NA | NA | NA | … | … | NA | 1.83 | -0.06 | 1.69 | -0.26 | 1.86 | 0.39 | -0.47 | 0.39 | 2.05 | 1.31 |
| Standard Deviation(%) | NA | 11.36 | 18.15 | 15.62 | NA | NA | NA | … | … | NA | 11.96 | 27.76 | 9.29 | 12.68 | 8.37 | 9.65 | 11.20 | 9.24 | 9.32 | 10.09 |
| Draw Down(%) | NA | 5.58 | 31.21 | 31.21 | NA | NA | NA | … | … | NA | 5.58 | 31.21 | 5.04 | 11.88 | 3.39 | 7.87 | 9.96 | 5.85 | 5.65 | 3.35 |
| Yield(%) | 0.00 | 0.00 | 0.53 | 3.73 | 3.40 | 2.27 | 1.70 | … | … | 0.00 | 0.00 | 0.00 | 1.61 | 13.56 | 1.83 | 0.00 | 3.27 | 3.82 | 3.04 | 1.31 |
Data as of 01/07/2022, Common starting date is 09/28/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMSYX (CAVALIER MULTI STRATEGIST FUND ADVISOR CLASS SHARES) |
-0.22%
Mar 2017 – Mar 2020 |
0.53%
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 |
|---|---|---|---|---|
| CMSYX (CAVALIER MULTI STRATEGIST FUND ADVISOR CLASS SHARES) |
11.55%
Dec 2018 – Dec 2021 |
9.88%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart