Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FINCX (SALIENT INTERNATIONAL DIVIDEND SIGNAL FUND CLASS C) | NA | 3.34% | 2.35% | 1.82% | NA | NA | NA | … | … |
Data as of 08/13/2018, Common starting date is 08/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FINCX (SALIENT INTERNATIONAL DIVIDEND SIGNAL FUND CLASS C) | 08/01/2012 | 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 3.34 | 2.35 | 1.82 | NA | NA | NA | … | … | -3.74 | 23.68 | -1.47 | -6.46 | -5.51 | 11.47 | 12.42 |
| Sharpe Ratio | NA | 0.32 | 0.16 | 0.14 | NA | NA | NA | … | … | -0.72 | 3.67 | -0.11 | -0.53 | -0.63 | 1.07 | 4.13 |
| Standard Deviation(%) | NA | 8.58 | 11.69 | 10.93 | NA | NA | NA | … | … | 10.03 | 6.31 | 15.13 | 12.33 | 8.83 | 10.73 | 8.01 |
| Draw Down(%) | NA | 10.26 | 19.08 | 26.12 | NA | NA | NA | … | … | 10.26 | 2.67 | 11.48 | 15.98 | 12.62 | 12.94 | 3.51 |
| Yield(%) | 0.00 | 6.15 | 4.12 | 4.21 | 2.88 | 1.92 | 1.44 | … | … | 3.18 | 5.43 | 4.19 | 3.30 | 4.83 | 4.20 | 2.91 |
Data as of 08/13/2018, Common starting date is 08/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FINCX (SALIENT INTERNATIONAL DIVIDEND SIGNAL FUND CLASS C) |
-4.51%
Dec 2013 – Dec 2016 |
1.66%
Apr 2013 – Apr 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FINCX (SALIENT INTERNATIONAL DIVIDEND SIGNAL FUND CLASS C) |
5.77%
Jan 2015 – Jan 2018 |
3.98%
Sep 2012 – Sep 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
