Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTGWX (SALIENT TACTICAL GROWTH FUND INSTITUTIONAL CLASS) | 9.65% | 20.13% | 9.11% | 2.78% | 4.51% | 3.93% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/15/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTGWX (SALIENT TACTICAL GROWTH FUND INSTITUTIONAL CLASS) | 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 | 20.13 | 9.11 | 2.78 | 4.51 | 3.93 | NA | … | … | 9.65 | 9.14 | 6.55 | 2.25 | -10.54 | 4.22 | 4.40 | 10.70 | -4.78 | 10.63 | 3.88 | -1.55 | 2.33 | 15.82 | 5.13 | -5.04 | 2.70 | 1.54 |
| Sharpe Ratio | NA | 2.05 | 0.91 | 0.04 | 0.41 | NA | NA | … | … | 2.27 | 0.92 | 0.48 | -0.51 | -2.74 | 0.53 | 0.37 | 1.63 | -0.79 | 2.64 | 0.49 | -0.20 | 0.35 | 2.40 | 0.75 | -0.62 | 0.32 | 0.50 |
| Standard Deviation(%) | NA | 8.27 | 6.41 | 6.03 | 6.90 | NA | NA | … | … | 9.25 | 6.85 | 6.13 | 2.80 | 4.38 | 7.89 | 11.12 | 5.66 | 7.86 | 3.79 | 7.46 | 8.08 | 6.58 | 6.59 | 6.84 | 8.19 | 8.07 | 10.43 |
| Draw Down(%) | NA | 4.79 | 5.15 | 16.37 | 16.37 | NA | NA | … | … | 4.79 | 4.88 | 3.61 | 2.27 | 10.92 | 6.29 | 7.41 | 4.19 | 9.56 | 1.61 | 4.31 | 6.79 | 4.24 | 3.51 | 4.94 | 10.43 | 9.48 | 3.76 |
| Yield(%) | 0.00 | 1.68 | 2.90 | 1.54 | 2.44 | 2.80 | 2.21 | … | … | 0.00 | 1.68 | 3.22 | 3.85 | 0.00 | 0.00 | 0.11 | 5.14 | 2.46 | 6.81 | 0.28 | 0.49 | 4.30 | 10.65 | 3.38 | 0.50 | 0.13 | 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 |
|---|---|---|---|---|
| FTGWX (SALIENT TACTICAL GROWTH FUND INSTITUTIONAL CLASS) |
-3.41%
Apr 2021 – Apr 2024 |
-0.19%
Jan 2018 – Jan 2023 |
1.97%
Dec 2013 – Dec 2023 |
2.60%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTGWX (SALIENT TACTICAL GROWTH FUND INSTITUTIONAL CLASS) |
9.12%
May 2023 – May 2026 |
6.77%
Oct 2016 – Oct 2021 |
5.20%
Nov 2011 – Nov 2021 |
3.75%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart