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HHCZX: HIGHLAND LONG/SHORT HEALTHCARE FUND CLASS Z (MUTUAL FUND)
Basic Info 16.05 0(0.0%) April 25
Asset Class: | Long/Short Equity |
MyPlanIQ Rating: | (69%) |
Start Date: | 05/07/2008 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.76% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/07/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 4.2 | 9.6 | -6.9 | 2.2 | 1.5 | 5.2 | 4.9 | 5.4 | -5.5 | -17.3 | 22.2 | 11.4 | 12.7 | 8.7 | -14.7 | -6.4 | 17.1 | 34.9 | -13.0 | 6.1 | 14.3 | -1.8 | 14.2 |
Sharpe Ratio | NA | 3.41 | 1.41 | -0.84 | 0.04 | 0.03 | NA | 0.27 | 0.35 | -1.12 | -0.92 | 0.68 | 0.65 | 0.56 | 0.67 | -1.06 | -0.56 | 1.46 | 3.19 | -1.4 | 0.59 | 2.16 | -0.11 | 0.93 |
Draw Down(%) | NA | 0.9 | 2.2 | 31.2 | 31.4 | 33.6 | NA | 33.6 | 2.7 | 10.8 | 28.3 | 31.4 | 19.7 | 17.9 | 8.0 | 17.5 | 18.9 | 5.6 | 5.3 | 15.2 | 9.4 | 3.5 | 16.8 | 8.6 |
Standard Deviation(%) | NA | 2.7 | 3.1 | 10.0 | 18.1 | 16.2 | NA | 15.4 | 3.4 | 6.2 | 18.9 | 32.5 | 15.2 | 20.3 | 12.3 | 14.1 | 11.3 | 11.7 | 10.9 | 9.4 | 10.2 | 6.6 | 18.0 | 23.4 |
Treynor Ratio | NA | 1.31 | 0.37 | -0.42 | 0.01 | 0.01 | NA | 0.11 | 0.1 | -0.46 | -0.22 | 0.26 | 0.13 | 0.21 | 0.13 | -0.35 | -0.16 | 0.36 | 0.88 | -0.55 | 0.29 | 1.13 | -0.13 | 1.01 |
Alpha | NA | 0.03 | 0.01 | -0.04 | -0.02 | -0.02 | NA | 0.0 | 0.0 | -0.02 | -0.15 | 0.02 | -0.04 | 0.06 | -0.01 | -0.08 | -0.03 | 0.04 | 0.08 | -0.07 | 0.02 | 0.05 | -0.02 | 0.13 |
Beta | NA | 0.07 | 0.12 | 0.2 | 0.59 | 0.56 | NA | 0.37 | 0.12 | 0.15 | 0.79 | 0.84 | 0.76 | 0.54 | 0.62 | 0.43 | 0.4 | 0.48 | 0.4 | 0.24 | 0.21 | 0.13 | 0.14 | 0.22 |
RSquared | NA | 0.09 | 0.2 | 0.12 | 0.48 | 0.37 | NA | 0.24 | 0.2 | 0.35 | 0.3 | 0.81 | 0.39 | 0.2 | 0.12 | 0.16 | 0.31 | 0.21 | 0.16 | 0.11 | 0.24 | 0.12 | 0.04 | 0.18 |
Yield(%) | N/A | 0.0 | 2.7 | 0.6 | 0.5 | 1.2 | 2.3 | N/A | 2.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.1 | 0.0 | 3.8 | 5.0 | 0.0 | 0.0 | 10.4 | 3.2 | 0.0 | 3.6 |
Dividend Growth(%) | N/A | -100.0 | N/A | N/A | -71.2 | 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 05/07/2008
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