Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDYRX (SALIENT US DIVIDEND SIGNAL FUND INVESTOR CLASS) | NA | 14.88% | 11.98% | NA | NA | NA | NA | … | … |
Data as of 08/13/2018, Common starting date is 01/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDYRX (SALIENT US DIVIDEND SIGNAL FUND INVESTOR CLASS) | 01/02/2015 | 08/13/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 14.88 | 11.98 | NA | NA | NA | NA | … | … | 4.33 | 21.36 | 17.44 | -4.95 |
| Sharpe Ratio | NA | 1.28 | 0.99 | NA | NA | NA | NA | … | … | 0.43 | 3.07 | 1.27 | -0.56 |
| Standard Deviation(%) | NA | 11.65 | 11.58 | NA | NA | NA | NA | … | … | 13.90 | 6.79 | 13.54 | 8.87 |
| Draw Down(%) | NA | 8.81 | 15.11 | NA | NA | NA | NA | … | … | 8.81 | 3.07 | 9.34 | 7.72 |
| Yield(%) | 0.00 | 3.18 | 2.37 | 2.09 | 1.05 | 0.70 | 0.52 | … | … | 1.18 | 2.73 | 0.67 | 5.52 |
Data as of 08/13/2018, Common starting date is 01/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDYRX (SALIENT US DIVIDEND SIGNAL FUND INVESTOR CLASS) |
10.73%
Apr 2015 – Apr 2018 |
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 |
|---|---|---|---|---|
| FDYRX (SALIENT US DIVIDEND SIGNAL FUND INVESTOR CLASS) |
11.70%
Jul 2015 – Jul 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart