Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HDFCX (HIGHLAND DIVIDEND EQUITY FUND CLASS C) | NA | -10.93% | -3.99% | 4.52% | NA | NA | NA | … | … |
Data as of 12/21/2016, Common starting date is 11/16/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HDFCX (HIGHLAND DIVIDEND EQUITY FUND CLASS C) | 11/16/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.93 | -3.99 | 4.52 | NA | NA | NA | … | … | -12.09 | -3.33 | 3.23 | 25.88 | 11.54 | 3.10 |
| Sharpe Ratio | NA | -1.54 | -0.34 | 0.41 | NA | NA | NA | … | … | -1.88 | -0.22 | 0.31 | 2.65 | 1.09 | 1.58 |
| Standard Deviation(%) | NA | 7.21 | 11.40 | 11.00 | NA | NA | NA | … | … | 6.67 | 15.22 | 10.46 | 9.76 | 10.59 | 18.50 |
| Draw Down(%) | NA | 13.64 | 17.45 | 17.45 | NA | NA | NA | … | … | 12.18 | 14.63 | 9.74 | 5.16 | 8.10 | 4.80 |
| Yield(%) | 0.00 | 1.00 | 9.88 | 8.97 | 4.56 | 3.04 | 2.28 | … | … | 1.00 | 24.76 | 4.23 | 2.51 | 1.68 | 0.00 |
Data as of 12/21/2016, Common starting date is 11/16/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDFCX (HIGHLAND DIVIDEND EQUITY FUND CLASS C) |
-3.75%
Nov 2013 – Nov 2016 |
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 |
|---|---|---|---|---|
| HDFCX (HIGHLAND DIVIDEND EQUITY FUND CLASS C) |
13.17%
Dec 2011 – Dec 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart