Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDYAX (SALIENT US DIVIDEND SIGNAL FUND CLASS A) | NA | 14.66% | 11.85% | 10.94% | NA | NA | NA | … | … |
Data as of 08/13/2018, Common starting date is 08/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDYAX (SALIENT US DIVIDEND SIGNAL FUND CLASS A) | 08/05/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 14.66 | 11.85 | 10.94 | NA | NA | NA | … | … | 4.24 | 21.14 | 17.31 | -4.92 | 16.19 | 2.31 |
| Sharpe Ratio | NA | 1.26 | 0.98 | 1.10 | NA | NA | NA | … | … | 0.42 | 3.03 | 1.26 | -0.56 | 3.03 | 1.17 |
| Standard Deviation(%) | NA | 11.63 | 11.56 | 9.63 | NA | NA | NA | … | … | 13.88 | 6.79 | 13.53 | 8.85 | 5.34 | 4.89 |
| Draw Down(%) | NA | 8.78 | 15.07 | 15.13 | NA | NA | NA | … | … | 8.78 | 3.04 | 9.35 | 7.72 | 3.09 | 2.50 |
| Yield(%) | 0.00 | 3.14 | 2.30 | 4.63 | 2.31 | 1.54 | 1.15 | … | … | 1.17 | 2.59 | 0.70 | 5.38 | 9.12 | 3.34 |
Data as of 08/13/2018, Common starting date is 08/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDYAX (SALIENT US DIVIDEND SIGNAL FUND CLASS A) |
6.69%
Oct 2013 – Oct 2016 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDYAX (SALIENT US DIVIDEND SIGNAL FUND CLASS A) |
12.91%
Jan 2015 – Jan 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart