Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIAAX (SALIENT ADAPTIVE INCOME FUND INSTITUTIONAL CLASS) | NA | 2.66% | 2.47% | 2.87% | 5.09% | 3.50% | NA | … | … |
Data as of 08/13/2018, Common starting date is 03/27/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIAAX (SALIENT ADAPTIVE INCOME FUND INSTITUTIONAL CLASS) | 03/27/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.66 | 2.47 | 2.87 | 5.09 | 3.50 | NA | … | … | -1.35 | 8.85 | 6.70 | -7.51 | 5.11 | 5.68 | 11.23 | 5.75 | 6.30 | 15.53 | -6.80 | 3.16 | 3.58 | -1.58 | -0.72 | 0.66 | 0.60 | 2.09 |
| Sharpe Ratio | NA | 0.42 | 0.38 | 0.46 | 0.99 | NA | NA | … | … | -0.68 | 1.95 | 1.32 | -1.44 | 0.68 | 1.01 | 3.36 | 1.41 | 1.71 | 3.98 | -1.67 | 0.01 | 0.13 | -2.42 | -0.77 | -0.03 | -0.24 | 0.29 |
| Standard Deviation(%) | NA | 4.81 | 5.06 | 5.46 | 4.93 | NA | NA | … | … | 5.06 | 4.22 | 4.91 | 5.24 | 7.46 | 5.59 | 3.36 | 4.06 | 3.62 | 3.88 | 4.64 | 1.77 | 1.21 | 1.59 | 2.21 | 2.33 | 2.33 | 2.19 |
| Draw Down(%) | NA | 5.62 | 10.57 | 15.71 | 15.71 | NA | NA | … | … | 5.62 | 2.07 | 4.79 | 11.05 | 6.60 | 8.16 | 3.57 | 3.06 | 3.55 | 2.74 | 11.34 | 1.65 | 0.87 | 1.97 | 2.53 | 2.77 | 1.77 | 1.83 |
| Yield(%) | 0.00 | 5.43 | 4.40 | 5.45 | 5.54 | 4.14 | 3.25 | … | … | 2.74 | 4.99 | 4.31 | 4.33 | 9.68 | 5.13 | 5.51 | 4.87 | 3.74 | 5.22 | 4.88 | 5.70 | 4.14 | 0.00 | 0.00 | 0.00 | 0.00 | 4.38 |
Data as of 08/13/2018, Common starting date is 03/27/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIAAX (SALIENT ADAPTIVE INCOME FUND INSTITUTIONAL CLASS) |
-1.28%
Nov 2005 – Nov 2008 |
-1.26%
Nov 2003 – Nov 2008 |
2.27%
Oct 2001 – Oct 2011 |
2.83%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIAAX (SALIENT ADAPTIVE INCOME FUND INSTITUTIONAL CLASS) |
9.87%
Nov 2008 – Nov 2011 |
9.52%
Nov 2008 – Nov 2013 |
5.10%
Jan 2008 – Jan 2018 |
3.69%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart