Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIACX (SALIENT ADAPTIVE INCOME FUND CLASS C) | NA | 1.60% | 1.47% | 1.86% | 4.07% | 2.98% | NA | … | … |
Data as of 08/13/2018, Common starting date is 01/14/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIACX (SALIENT ADAPTIVE INCOME FUND CLASS C) | 01/14/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.60 | 1.47 | 1.86 | 4.07 | 2.98 | NA | … | … | -1.91 | 7.69 | 5.65 | -8.37 | 4.07 | 4.62 | 10.09 | 4.75 | 5.37 | 14.37 | -7.68 | 2.08 | 3.32 | 1.39 | 0.57 | 45.80 |
| Sharpe Ratio | NA | 0.20 | 0.18 | 0.28 | 0.78 | NA | NA | … | … | -0.87 | 1.69 | 1.10 | -1.59 | 0.54 | 0.83 | 3.02 | 1.18 | 1.46 | 3.71 | -1.85 | -0.63 | -0.08 | -0.81 | -0.21 | 1.19 |
| Standard Deviation(%) | NA | 4.75 | 5.06 | 5.47 | 4.92 | NA | NA | … | … | 5.01 | 4.18 | 4.95 | 5.27 | 7.50 | 5.53 | 3.35 | 4.01 | 3.62 | 3.84 | 4.65 | 1.71 | 1.16 | 1.08 | 1.98 | 39.68 |
| Draw Down(%) | NA | 6.00 | 11.03 | 16.74 | 16.74 | NA | NA | … | … | 6.00 | 2.09 | 4.94 | 11.59 | 6.64 | 8.28 | 3.60 | 3.24 | 3.57 | 2.81 | 12.12 | 1.84 | 0.58 | 0.84 | 2.53 | 13.93 |
| Yield(%) | 0.00 | 4.42 | 3.56 | 4.62 | 4.58 | 3.73 | 4.03 | … | … | 2.16 | 4.07 | 3.61 | 3.36 | 8.81 | 4.24 | 4.50 | 3.91 | 2.83 | 4.20 | 3.96 | 4.73 | 3.90 | 2.95 | 1.42 | 0.00 |
Data as of 08/13/2018, Common starting date is 01/14/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIACX (SALIENT ADAPTIVE INCOME FUND CLASS C) |
-2.02%
Feb 2013 – Feb 2016 |
-0.83%
Nov 2003 – Nov 2008 |
2.69%
Feb 2006 – Feb 2016 |
2.77%
Jun 2003 – Jun 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIACX (SALIENT ADAPTIVE INCOME FUND CLASS C) |
18.07%
Feb 2003 – Feb 2006 |
11.53%
Feb 2003 – Feb 2008 |
8.70%
Mar 2003 – Mar 2013 |
6.29%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart