Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASMCX (SALIENT ADAPTIVE US EQUITY FUND INSTITUTIONAL CLASS) | NA | 15.41% | 10.64% | 11.26% | 9.60% | 9.66% | 6.96% | … | … |
Data as of 08/13/2018, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASMCX (SALIENT ADAPTIVE US EQUITY FUND INSTITUTIONAL CLASS) | 06/21/1996 | 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 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.55 | 15.41 | 10.64 | 11.26 | 9.60 | 9.66 | 6.96 | … | … | 2.08 | 23.94 | 10.37 | -1.83 | 12.61 | 31.33 | 16.16 | -4.94 | 25.14 | 32.90 | -40.33 | -2.89 | 13.75 | 12.98 | 18.86 | 43.91 | -14.75 | -11.49 | -18.22 | 17.92 | 15.35 | 36.15 | 14.65 |
| Sharpe Ratio | NA | 0.90 | 0.64 | 0.77 | 0.42 | NA | NA | … | … | 0.10 | 2.17 | 0.74 | -0.12 | 1.04 | 2.74 | 1.05 | -0.16 | 1.10 | 1.04 | -1.03 | -0.34 | 0.75 | 0.86 | 1.29 | 2.73 | -0.73 | -0.57 | -0.61 | 0.78 | 0.56 | 2.28 | 2.12 |
| Standard Deviation(%) | NA | 18.17 | 15.71 | 14.25 | 22.59 | NA | NA | … | … | 21.68 | 10.79 | 13.68 | 15.32 | 12.08 | 11.42 | 15.54 | 30.23 | 22.81 | 31.62 | 39.89 | 17.25 | 14.03 | 12.60 | 13.90 | 15.83 | 21.75 | 24.72 | 36.28 | 18.94 | 21.49 | 14.22 | 12.30 |
| Draw Down(%) | NA | 15.30 | 15.30 | 15.30 | 50.71 | NA | NA | … | … | 15.30 | 5.36 | 10.56 | 12.16 | 7.44 | 6.91 | 11.81 | 30.37 | 20.04 | 27.84 | 52.55 | 15.80 | 12.49 | 7.65 | 11.49 | 11.87 | 29.62 | 32.79 | 37.52 | 10.29 | 32.47 | 9.37 | 9.66 |
| Yield(%) | 0.00 | 28.73 | 15.50 | 12.26 | 9.31 | 9.90 | 6.90 | … | … | 15.96 | 13.56 | 9.01 | 11.80 | 4.83 | 0.00 | 0.00 | 0.59 | 18.07 | 0.70 | 0.43 | 0.36 | 0.06 | 0.00 | 0.00 | 0.21 | 0.00 | 2.77 | 10.26 | 0.80 | 8.00 | 20.24 | 15.95 |
Data as of 08/13/2018, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASMCX (SALIENT ADAPTIVE US EQUITY FUND INSTITUTIONAL CLASS) |
-19.90%
Feb 2006 – Feb 2009 |
-7.00%
Feb 2004 – Feb 2009 |
-2.01%
Feb 1999 – Feb 2009 |
4.31%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASMCX (SALIENT ADAPTIVE US EQUITY FUND INSTITUTIONAL CLASS) |
30.28%
Mar 2003 – Mar 2006 |
24.36%
Feb 2009 – Feb 2014 |
10.59%
Jul 1996 – Jul 2006 |
11.61%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart