Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDYTX (SALIENT US DIVIDEND SIGNAL FUND INSTITUTIONAL CLASS) | NA | 15.09% | 12.35% | 11.45% | 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 |
|---|---|---|
| FDYTX (SALIENT US DIVIDEND SIGNAL FUND INSTITUTIONAL CLASS) | 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 (%) | -0.29 | 15.09 | 12.35 | 11.45 | NA | NA | NA | … | … | 4.39 | 21.75 | 17.89 | -4.45 | 16.75 | 2.51 |
| Sharpe Ratio | NA | 1.30 | 1.02 | 1.16 | NA | NA | NA | … | … | 0.43 | 3.11 | 1.30 | -0.51 | 3.16 | 1.28 |
| Standard Deviation(%) | NA | 11.64 | 11.56 | 9.62 | NA | NA | NA | … | … | 13.88 | 6.81 | 13.51 | 8.85 | 5.30 | 4.87 |
| Draw Down(%) | NA | 8.76 | 14.96 | 14.96 | NA | NA | NA | … | … | 8.76 | 3.03 | 9.29 | 7.59 | 3.05 | 2.46 |
| Yield(%) | 0.00 | 3.31 | 2.63 | 5.01 | 2.50 | 1.67 | 1.25 | … | … | 1.31 | 2.90 | 1.03 | 5.80 | 9.59 | 3.45 |
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 |
|---|---|---|---|---|
| FDYTX (SALIENT US DIVIDEND SIGNAL FUND INSTITUTIONAL CLASS) |
7.20%
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 |
|---|---|---|---|---|
| FDYTX (SALIENT US DIVIDEND SIGNAL FUND INSTITUTIONAL CLASS) |
13.47%
Jan 2015 – Jan 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart