Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSOTX (SALIENT SELECT OPPORTUNITY FUND INSTITUTIONAL CLASS) | NA | -2.22% | 1.67% | 3.68% | 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 |
|---|---|---|
| FSOTX (SALIENT SELECT OPPORTUNITY 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 (%) | -0.04 | -2.22 | 1.67 | 3.68 | NA | NA | NA | … | … | -3.96 | 6.04 | 16.63 | -11.01 | 7.43 | 5.11 |
| Sharpe Ratio | NA | -0.29 | 0.09 | 0.30 | NA | NA | NA | … | … | -0.72 | 0.57 | 1.00 | -1.04 | 0.91 | 2.20 |
| Standard Deviation(%) | NA | 9.58 | 12.95 | 11.13 | NA | NA | NA | … | … | 10.45 | 9.53 | 16.38 | 10.63 | 8.19 | 5.87 |
| Draw Down(%) | NA | 9.67 | 29.00 | 32.10 | NA | NA | NA | … | … | 9.67 | 7.57 | 19.32 | 17.49 | 9.47 | 3.17 |
| Yield(%) | 0.00 | 2.43 | 3.04 | 4.81 | 2.40 | 1.60 | 1.20 | … | … | 1.41 | 2.84 | 3.61 | 3.14 | 12.17 | 0.94 |
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 |
|---|---|---|---|---|
| FSOTX (SALIENT SELECT OPPORTUNITY FUND INSTITUTIONAL CLASS) |
0.51%
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 |
|---|---|---|---|---|
| FSOTX (SALIENT SELECT OPPORTUNITY FUND INSTITUTIONAL CLASS) |
4.84%
Jan 2014 – Jan 2017 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart