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Nasdaq - Delayed Quote USD

Starboard Investment Trust - AI Quality Growth ETF (CFGAX)

15.98
-0.02
(-0.12%)
At close: January 10 at 8:00:08 PM EST

Performance Overview

Morningstar Return Rating 1
YTD Return 12.00%
5y Average Return 4.59%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Feb 4, 2019) 29.99%
Worst 1Y Total Return (Feb 4, 2019) -20.18%
Best 3Y Total Return 29.99%
Worst 3Y Total Return 1.41%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CFGAX
Category
YTD
19.42%
10.80%
1-Month
8.28%
4.43%
3-Month
2.73%
7.00%
1-Year
25.17%
48.17%
3-Year
15.77%
21.26%
5-Year
11.00%
20.18%
10-Year
0.00%
14.07%
Last Bull Market
0.00%
27.14%
Last Bear Market
0.00%
-21.26%

Annual Total Return (%) History

Year
CFGAX
Category
2021
--
--
2020
19.07%
39.26%
2019
28.14%
32.52%
2018
-20.18%
-6.65%
2017
29.99%
23.91%
2016
0.49%
6.03%
2015
-1.05%
-0.95%
2014
7.79%
7.00%

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 0.34% 9.99% -0.31% --
2020 -20.89% 25.19% 9.61% 9.69%
2019 16.67% 3.59% -3.15% 9.48%
2018 -0.69% 3.60% 4.55% -25.80%
2017 7.20% 3.76% 14.19% 2.35%
2016 -1.92% 3.77% -0.85% -0.42%
2015 7.14% 0.40% -9.33% 1.45%
2014 2.47% 5.28% -0.08% 0.00%

Rank in Category (By Total Return)

YTD 44
1-Month 24
3-Month 12
1-Year 97
3-Year 100
5-Year 100

Load Adjusted Returns

1-Year 31.69%
3-Year 9.32%
5-Year 11.52%
10-Year --

Performance & Risk

YTD Return 12.00%
5y Average Return 4.59%
Rank in Category (ytd) 44
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Cavalier
Net Assets 59.12M
YTD Return 19.42%
Yield 0.00%
Morningstar Rating
Inception Date Nov 04, 2013

Fund Summary

The investment seeks capital appreciation. The Advisor seeks to achieve the fund's investment objective of capital appreciation by principally investing in domestic stocks that the Advisor believes to have above-average growth potential relative to their peers. The Advisor uses a proprietary screening system that incorporates quantitative and fundamental analysis in order to construct the fund's portfolio. The fund invests principally in domestic common stocks and is not limited in its investments by market capitalization.

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