Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTGOX (SALIENT TACTICAL GROWTH FUND CLASS C) | 9.23% | 19.01% | 8.09% | 1.61% | 3.35% | 2.83% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/15/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTGOX (SALIENT TACTICAL GROWTH FUND CLASS C) | 09/15/2009 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.84 | 19.01 | 8.09 | 1.61 | 3.35 | 2.83 | NA | … | … | 9.23 | 8.13 | 5.53 | 1.26 | -11.78 | 2.71 | 2.87 | 9.67 | -5.86 | 9.58 | 2.89 | -2.45 | 1.36 | 14.73 | 4.13 | -5.90 | 1.75 | 1.30 |
| Sharpe Ratio | NA | 1.91 | 0.74 | -0.15 | 0.24 | NA | NA | … | … | 2.15 | 0.77 | 0.31 | -0.87 | -2.83 | 0.33 | 0.23 | 1.45 | -0.93 | 2.36 | 0.36 | -0.31 | 0.20 | 2.23 | 0.60 | -0.73 | 0.21 | 0.42 |
| Standard Deviation(%) | NA | 8.27 | 6.42 | 6.16 | 6.99 | NA | NA | … | … | 9.25 | 6.85 | 6.15 | 2.77 | 4.68 | 8.18 | 11.31 | 5.67 | 7.84 | 3.80 | 7.48 | 8.06 | 6.58 | 6.60 | 6.81 | 8.18 | 8.09 | 10.42 |
| Draw Down(%) | NA | 4.92 | 5.45 | 18.19 | 18.19 | NA | NA | … | … | 4.92 | 5.00 | 3.67 | 2.57 | 12.11 | 6.88 | 7.56 | 4.37 | 10.47 | 1.70 | 4.64 | 7.19 | 4.28 | 3.60 | 5.21 | 10.99 | 9.91 | 3.83 |
| Yield(%) | 0.00 | 1.24 | 2.35 | 1.21 | 2.21 | 2.59 | 2.01 | … | … | 0.00 | 1.23 | 2.58 | 3.26 | 0.00 | 0.00 | 0.00 | 5.09 | 2.27 | 7.34 | 0.30 | 0.52 | 4.49 | 10.83 | 3.45 | 0.51 | 0.15 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/15/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTGOX (SALIENT TACTICAL GROWTH FUND CLASS C) |
-4.64%
Apr 2021 – Apr 2024 |
-1.46%
Jan 2018 – Jan 2023 |
0.83%
Dec 2013 – Dec 2023 |
1.52%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTGOX (SALIENT TACTICAL GROWTH FUND CLASS C) |
8.09%
May 2023 – May 2026 |
5.62%
Oct 2016 – Oct 2021 |
4.13%
Nov 2011 – Nov 2021 |
2.65%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart