Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTROX (CAVALIER TACTICAL ROTATION FUND INSTITUTIONAL CLASS SHARES) | NA | 14.99% | 10.57% | 7.38% | 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 |
|---|---|---|
| CTROX (CAVALIER TACTICAL ROTATION 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 | 14.99 | 10.57 | 7.38 | NA | NA | NA | … | … | 0.00 | 17.43 | -0.16 | 13.82 | -8.42 | 16.90 | 6.32 | -4.26 | 13.27 | 17.49 | 0.71 |
| Sharpe Ratio | NA | 1.29 | 0.51 | 0.38 | NA | NA | NA | … | … | NA | 1.52 | -0.01 | 1.15 | -0.63 | 2.65 | 0.62 | -0.29 | 1.38 | 1.72 | 0.25 |
| Standard Deviation(%) | NA | 11.62 | 19.78 | 17.12 | NA | NA | NA | … | … | NA | 12.27 | 30.46 | 10.82 | 15.59 | 6.17 | 9.89 | 14.60 | 9.57 | 10.15 | 10.55 |
| Draw Down(%) | NA | 6.19 | 32.67 | 32.67 | NA | NA | NA | … | … | NA | 6.19 | 32.67 | 8.50 | 17.95 | 2.45 | 7.03 | 11.39 | 7.52 | 6.96 | 5.36 |
| Yield(%) | 0.00 | 0.00 | 1.39 | 3.42 | 3.58 | 2.38 | 1.79 | … | … | 0.00 | 0.00 | 1.02 | 3.03 | 10.92 | 0.65 | 0.00 | 2.61 | 5.08 | 5.56 | 0.70 |
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 |
|---|---|---|---|---|
| CTROX (CAVALIER TACTICAL ROTATION FUND INSTITUTIONAL CLASS SHARES) |
-2.28%
Oct 2017 – Oct 2020 |
-0.31%
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 |
|---|---|---|---|---|
| CTROX (CAVALIER TACTICAL ROTATION FUND INSTITUTIONAL CLASS SHARES) |
10.56%
Sep 2015 – Sep 2018 |
9.86%
Nov 2012 – Nov 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart