Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSOCX (SALIENT SELECT OPPORTUNITY FUND CLASS C) | NA | -3.30% | 0.64% | NA | NA | NA | NA | … | … |
Data as of 08/13/2018, Common starting date is 02/24/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSOCX (SALIENT SELECT OPPORTUNITY FUND CLASS C) | 02/24/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.30 | 0.64 | NA | NA | NA | NA | … | … | -4.63 | 5.02 | 15.49 | -11.84 | 1.16 |
| Sharpe Ratio | NA | -0.40 | 0.01 | NA | NA | NA | NA | … | … | -0.83 | 0.46 | 0.94 | -1.12 | 0.16 |
| Standard Deviation(%) | NA | 9.55 | 12.89 | NA | NA | NA | NA | … | … | 10.40 | 9.51 | 16.28 | 10.59 | 8.20 |
| Draw Down(%) | NA | 9.84 | 29.32 | NA | NA | NA | NA | … | … | 9.84 | 7.66 | 19.38 | 17.97 | 9.54 |
| Yield(%) | 0.00 | 1.06 | 2.00 | 3.34 | 1.67 | 1.11 | 0.83 | … | … | 0.54 | 1.89 | 2.65 | 2.22 | 10.42 |
Data as of 08/13/2018, Common starting date is 02/24/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSOCX (SALIENT SELECT OPPORTUNITY FUND CLASS C) |
-0.46%
Mar 2015 – Mar 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 |
|---|---|---|---|---|
| FSOCX (SALIENT SELECT OPPORTUNITY FUND CLASS C) |
2.79%
Jan 2015 – Jan 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart