Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTPIX (SALIENT TACTICAL PLUS FUND CLASS F) | 6.47% | 10.04% | 3.55% | 2.48% | 5.19% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTPIX (SALIENT TACTICAL PLUS FUND CLASS F) | 01/02/2013 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.70 | 10.04 | 3.55 | 2.48 | 5.19 | NA | NA | … | … | 6.47 | -2.44 | 3.17 | 3.71 | -1.73 | 6.57 | 7.46 | 7.54 | 2.91 | 8.92 | 5.98 | -2.00 | 4.12 | 15.60 |
| Sharpe Ratio | NA | 0.79 | 0.07 | -0.02 | 0.43 | NA | NA | … | … | 1.41 | -0.72 | -0.07 | 0.01 | -0.61 | 0.94 | 0.51 | 0.79 | 0.15 | 1.74 | 0.54 | -0.21 | 0.57 | 1.91 |
| Standard Deviation(%) | NA | 9.18 | 6.86 | 6.18 | 8.18 | NA | NA | … | … | 9.80 | 7.48 | 6.14 | 3.65 | 5.17 | 6.95 | 13.98 | 7.65 | 10.23 | 4.77 | 10.60 | 9.91 | 7.24 | 8.20 |
| Draw Down(%) | NA | 6.84 | 8.91 | 8.91 | 11.04 | NA | NA | … | … | 6.84 | 7.34 | 3.72 | 2.46 | 4.81 | 3.93 | 9.39 | 5.36 | 11.04 | 4.37 | 6.95 | 8.84 | 5.34 | 4.60 |
| Yield(%) | 0.00 | 2.83 | 3.59 | 3.49 | 4.95 | 3.90 | 2.93 | … | … | 0.00 | 2.67 | 3.78 | 4.40 | 7.03 | 0.00 | 6.13 | 6.25 | 3.03 | 8.62 | 4.27 | 2.12 | 1.57 | 0.00 |
Data as of 06/03/2026, Common starting date is 01/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTPIX (SALIENT TACTICAL PLUS FUND CLASS F) |
0.02%
Oct 2013 – Oct 2016 |
0.46%
Aug 2020 – Aug 2025 |
3.99%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTPIX (SALIENT TACTICAL PLUS FUND CLASS F) |
9.70%
Aug 2017 – Aug 2020 |
8.80%
Oct 2016 – Oct 2021 |
5.27%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart