Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCORX (HIGHLAND GLOBAL ALLOCATION FUND CLASS R) | NA | 1.39% | -6.19% | 4.02% | NA | NA | NA | … | … |
Data as of 12/21/2016, Common starting date is 01/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCORX (HIGHLAND GLOBAL ALLOCATION FUND CLASS R) | 01/31/2008 | 12/21/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.39 | -6.19 | 4.02 | NA | NA | NA | … | … | -2.40 | -26.59 | 15.11 | 29.04 | 13.17 | -1.41 | 10.93 | 25.20 | -28.67 |
| Sharpe Ratio | NA | 0.08 | -0.44 | 0.30 | NA | NA | NA | … | … | -0.19 | -1.67 | 1.34 | 2.94 | 0.96 | -0.06 | 0.60 | 0.89 | -0.79 |
| Standard Deviation(%) | NA | 14.08 | 13.88 | 13.23 | NA | NA | NA | … | … | 13.88 | 15.90 | 11.23 | 9.88 | 13.72 | 24.03 | 17.95 | 28.32 | 39.74 |
| Draw Down(%) | NA | 19.21 | 44.83 | 44.83 | NA | NA | NA | … | … | 18.67 | 35.50 | 11.16 | 6.53 | 10.99 | 21.66 | 15.76 | 26.72 | 44.31 |
| Yield(%) | 0.00 | 1.80 | 3.37 | 9.21 | 4.58 | 3.05 | 2.29 | … | … | 0.00 | 4.12 | 5.59 | 27.93 | 3.09 | 0.20 | 0.56 | 0.73 | 1.86 |
Data as of 12/21/2016, Common starting date is 01/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCORX (HIGHLAND GLOBAL ALLOCATION FUND CLASS R) |
-5.42%
Nov 2013 – Nov 2016 |
0.82%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCORX (HIGHLAND GLOBAL ALLOCATION FUND CLASS R) |
21.92%
Feb 2009 – Feb 2012 |
21.37%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart