Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AHYIX (SALIENT HIGH YIELD FUND CLASS C) NA 13.90% 1.51% 4.21% 4.81% NA NA
Data as of 03/02/2017, Common starting date is 01/27/2003
More Performance Analytics Comparison
Name Start Date End Date
AHYIX (SALIENT HIGH YIELD FUND CLASS C) 01/27/2003 03/02/2017
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003
Annualized Return (%) -0.51 13.90 1.51 4.21 4.81 NA NA 0.11 11.76 -4.87 0.90 5.68 13.69 3.16 13.14 39.16 -22.96 1.17 9.65 1.29 5.36 12.44
Sharpe Ratio NA 2.71 0.32 1.09 0.90 NA NA 0.06 2.09 -1.33 0.27 2.12 5.43 0.69 3.79 7.12 -2.61 -0.56 3.74 -0.33 1.50 3.20
Standard Deviation(%) NA 5.04 4.40 3.78 4.88 NA NA 4.82 5.52 3.67 3.23 2.67 2.54 4.51 3.44 5.49 9.13 3.30 1.70 2.72 2.94 3.98
Draw Down(%) NA 2.51 13.50 13.50 31.01 NA NA 1.30 5.14 9.93 6.82 4.74 2.64 9.37 3.99 6.69 29.49 6.60 2.13 6.05 6.53 4.82
Yield(%) 0.00 3.97 5.16 5.67 5.66 5.58 4.18 0.41 4.19 5.66 7.32 6.11 6.29 6.41 7.29 9.85 6.53 6.30 6.64 6.34 4.15 0.66
Data as of 03/02/2017, Common starting date is 01/27/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AHYIX (SALIENT HIGH YIELD FUND CLASS C) -6.76%
Nov 2005 – Nov 2008
-2.63%
Nov 2003 – Nov 2008
4.28%
Feb 2006 – Feb 2016
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AHYIX (SALIENT HIGH YIELD FUND CLASS C) 19.06%
Nov 2008 – Nov 2011
15.55%
Nov 2008 – Nov 2013
6.77%
Feb 2003 – Feb 2013
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return