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HHCAX: HIGHLAND LONG/SHORT HEALTHCARE FUND CLASS A (MUTUAL FUND)
Basic Info 15.13 0(0.0%) April 18
Asset Class: | Long/Short Equity |
MyPlanIQ Rating: | (45%) |
Start Date: | 05/08/2008 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.76% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/08/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | 3.4 | 7.5 | -6.7 | 1.6 | 1.1 | 4.8 | 4.5 | 5.1 | -5.8 | -17.6 | 21.8 | 10.9 | 12.4 | 8.3 | -15.1 | -6.7 | 16.7 | 34.3 | -13.3 | 5.8 | 14.0 | -2.2 | 13.9 |
Sharpe Ratio | NA | 3.47 | 1.25 | -0.81 | -0.01 | 0.0 | NA | 0.24 | 0.24 | -1.17 | -0.93 | 0.66 | 0.62 | 0.54 | 0.63 | -1.08 | -0.6 | 1.41 | 2.7 | -1.42 | 0.56 | 2.09 | -0.13 | 0.92 |
Draw Down(%) | NA | 0.6 | 2.6 | 31.5 | 31.5 | 34.1 | NA | 34.1 | 2.7 | 10.9 | 28.6 | 31.4 | 19.9 | 17.9 | 8.1 | 17.6 | 19.0 | 5.8 | 5.7 | 15.4 | 9.6 | 3.6 | 17.1 | 8.7 |
Standard Deviation(%) | NA | 2.7 | 3.1 | 10.1 | 18.1 | 16.2 | NA | 15.5 | 3.5 | 6.2 | 18.9 | 32.4 | 15.2 | 20.4 | 12.3 | 14.1 | 11.4 | 11.8 | 12.7 | 9.5 | 10.4 | 6.7 | 17.9 | 23.5 |
Treynor Ratio | NA | 1.21 | 0.33 | -0.41 | 0.0 | 0.0 | NA | 0.1 | 0.07 | -0.48 | -0.22 | 0.26 | 0.13 | 0.21 | 0.12 | -0.36 | -0.17 | 0.35 | 1.16 | -0.57 | 0.27 | 1.1 | -0.16 | 0.98 |
Alpha | NA | 0.03 | 0.0 | -0.04 | -0.03 | -0.02 | NA | 0.0 | -0.01 | -0.02 | -0.15 | 0.02 | -0.04 | 0.06 | -0.02 | -0.08 | -0.03 | 0.04 | 0.09 | -0.07 | 0.02 | 0.04 | -0.02 | 0.13 |
Beta | NA | 0.08 | 0.12 | 0.2 | 0.59 | 0.56 | NA | 0.37 | 0.11 | 0.15 | 0.79 | 0.84 | 0.75 | 0.54 | 0.62 | 0.42 | 0.4 | 0.48 | 0.29 | 0.24 | 0.22 | 0.13 | 0.14 | 0.22 |
RSquared | NA | 0.11 | 0.2 | 0.12 | 0.48 | 0.37 | NA | 0.23 | 0.19 | 0.35 | 0.3 | 0.81 | 0.38 | 0.19 | 0.11 | 0.16 | 0.31 | 0.21 | 0.07 | 0.1 | 0.24 | 0.12 | 0.04 | 0.19 |
Yield(%) | N/A | 0.0 | 2.4 | 0.6 | 0.5 | 1.1 | 2.3 | N/A | 2.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.5 | 0.0 | 3.9 | 5.1 | 0.0 | 0.0 | 10.4 | 3.2 | 0.0 | 3.5 |
Dividend Growth(%) | N/A | -100.0 | N/A | N/A | -74.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | -14.7 | N/A | N/A | -100.0 | 257.1 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/08/2008
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