Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIDMX (SALIENT INTERNATIONAL DIVIDEND SIGNAL FUND CLASS I2) | NA | 3.46% | -1.34% | 2.20% | NA | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 05/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIDMX (SALIENT INTERNATIONAL DIVIDEND SIGNAL FUND CLASS I2) | 05/03/2011 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.46 | -1.34 | 2.20 | NA | NA | NA | … | … | 7.90 | -2.21 | -5.66 | -4.59 | 12.43 | 21.89 | -19.66 |
| Sharpe Ratio | NA | 0.62 | -0.13 | 0.18 | NA | NA | NA | … | … | 2.70 | -0.16 | -0.46 | -0.51 | 1.16 | 1.89 | -1.25 |
| Standard Deviation(%) | NA | 4.73 | 11.72 | 11.04 | NA | NA | NA | … | … | 3.33 | 15.03 | 12.39 | 8.94 | 10.70 | 11.68 | 22.43 |
| Draw Down(%) | NA | 5.07 | 23.54 | 25.06 | NA | NA | NA | … | … | 0.94 | 11.35 | 15.45 | 12.35 | 12.80 | 12.88 | 25.46 |
| Yield(%) | 0.00 | 1.39 | 4.09 | 5.11 | 2.78 | 1.85 | 1.39 | … | … | 1.45 | 5.02 | 5.06 | 6.81 | 5.97 | 6.30 | 1.75 |
Data as of 10/31/2017, Common starting date is 05/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIDMX (SALIENT INTERNATIONAL DIVIDEND SIGNAL FUND CLASS I2) |
-4.16%
Dec 2013 – Dec 2016 |
0.81%
Jun 2011 – Jun 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIDMX (SALIENT INTERNATIONAL DIVIDEND SIGNAL FUND CLASS I2) |
12.48%
Sep 2011 – Sep 2014 |
6.08%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart