Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACSIX (SALIENT ADAPTIVE US EQUITY FUND INVESTOR CLASS) | NA | 14.60% | 10.08% | 10.76% | 9.12% | 9.18% | NA | … | … |
Data as of 08/13/2018, Common starting date is 08/03/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACSIX (SALIENT ADAPTIVE US EQUITY FUND INVESTOR CLASS) | 08/03/1999 | 08/13/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.18 | 14.60 | 10.08 | 10.76 | 9.12 | 9.18 | NA | … | … | 1.55 | 23.40 | 9.92 | -2.17 | 12.19 | 30.88 | 15.72 | -5.37 | 24.60 | 32.33 | -40.63 | -3.35 | 13.22 | 12.56 | 18.28 | 43.48 | -15.17 | -11.91 | -25.60 | 12.46 |
| Sharpe Ratio | NA | 0.84 | 0.60 | 0.73 | 0.39 | NA | NA | … | … | 0.06 | 2.11 | 0.71 | -0.14 | 1.01 | 2.70 | 1.01 | -0.18 | 1.08 | 1.02 | -1.04 | -0.38 | 0.70 | 0.82 | 1.19 | 2.70 | -0.75 | -0.58 | -0.80 | 1.35 |
| Standard Deviation(%) | NA | 18.40 | 15.80 | 14.31 | 22.61 | NA | NA | … | … | 22.00 | 10.80 | 13.67 | 15.34 | 12.04 | 11.43 | 15.58 | 30.21 | 22.79 | 31.63 | 39.89 | 17.26 | 14.06 | 12.59 | 14.49 | 15.86 | 21.69 | 24.99 | 37.16 | 21.43 |
| Draw Down(%) | NA | 15.32 | 15.32 | 15.32 | 50.86 | NA | NA | … | … | 15.32 | 5.43 | 10.68 | 12.26 | 7.48 | 6.95 | 11.90 | 30.50 | 20.10 | 27.91 | 52.76 | 16.00 | 12.53 | 7.69 | 11.62 | 11.83 | 29.76 | 33.00 | 43.13 | 7.20 |
| Yield(%) | 0.00 | 31.24 | 16.42 | 12.87 | 9.52 | 9.89 | 5.42 | … | … | 17.78 | 14.44 | 9.37 | 12.59 | 5.16 | 0.00 | 0.00 | 0.42 | 18.54 | 0.32 | 0.45 | 0.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.81 | 1.92 | 0.00 |
Data as of 08/13/2018, Common starting date is 08/03/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACSIX (SALIENT ADAPTIVE US EQUITY FUND INVESTOR CLASS) |
-21.44%
Feb 2000 – Feb 2003 |
-7.42%
Feb 2004 – Feb 2009 |
-1.54%
Nov 1999 – Nov 2009 |
3.65%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACSIX (SALIENT ADAPTIVE US EQUITY FUND INVESTOR CLASS) |
29.69%
Mar 2003 – Mar 2006 |
23.86%
Feb 2009 – Feb 2014 |
9.89%
Mar 2003 – Mar 2013 |
11.13%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart