Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRLSX (SALIENT TACTICAL REAL ESTATE FUND CLASS I2) | NA | 2.37% | 4.30% | 7.96% | 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 |
|---|---|---|
| FRLSX (SALIENT TACTICAL REAL ESTATE 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 | 2.37 | 4.30 | 7.96 | NA | NA | NA | … | … | -2.30 | 14.81 | -1.43 | 24.38 | 2.71 | 23.59 | -6.69 |
| Sharpe Ratio | NA | 0.27 | 0.38 | 0.72 | NA | NA | NA | … | … | -0.67 | 1.09 | -0.13 | 2.77 | 0.21 | 2.11 | -0.30 |
| Standard Deviation(%) | NA | 6.78 | 10.77 | 10.90 | NA | NA | NA | … | … | 5.00 | 13.37 | 11.65 | 8.81 | 12.83 | 11.24 | 33.47 |
| Draw Down(%) | NA | 5.82 | 19.85 | 19.85 | NA | NA | NA | … | … | 5.82 | 13.57 | 12.49 | 6.62 | 14.56 | 6.88 | 24.95 |
| Yield(%) | 0.00 | 0.35 | 1.32 | 1.73 | 1.20 | 0.80 | 0.60 | … | … | 0.33 | 1.67 | 1.40 | 1.41 | 1.78 | 2.73 | 1.13 |
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 |
|---|---|---|---|---|
| FRLSX (SALIENT TACTICAL REAL ESTATE FUND CLASS I2) |
3.90%
Feb 2013 – Feb 2016 |
7.81%
Sep 2012 – Sep 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRLSX (SALIENT TACTICAL REAL ESTATE FUND CLASS I2) |
18.25%
Sep 2011 – Sep 2014 |
15.20%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart