Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HDFYX (HIGHLAND DIVIDEND EQUITY FUND CLASS Y) | NA | -10.97% | -3.38% | 5.33% | NA | NA | NA | … | … |
Data as of 12/21/2016, Common starting date is 11/15/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HDFYX (HIGHLAND DIVIDEND EQUITY FUND CLASS Y) | 11/15/2011 | 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 | -10.97 | -3.38 | 5.33 | NA | NA | NA | … | … | -12.12 | -2.42 | 4.28 | 27.07 | 12.65 | 3.20 |
| Sharpe Ratio | NA | -1.53 | -0.28 | 0.48 | NA | NA | NA | … | … | -1.87 | -0.16 | 0.41 | 2.78 | 1.20 | 1.59 |
| Standard Deviation(%) | NA | 7.29 | 11.46 | 11.03 | NA | NA | NA | … | … | 6.74 | 15.31 | 10.47 | 9.73 | 10.60 | 18.39 |
| Draw Down(%) | NA | 13.71 | 16.78 | 16.78 | NA | NA | NA | … | … | 12.16 | 14.26 | 9.50 | 5.15 | 7.89 | 4.80 |
| Yield(%) | 0.00 | 1.15 | 10.56 | 9.98 | 5.08 | 3.39 | 2.54 | … | … | 1.15 | 25.67 | 5.26 | 3.60 | 2.74 | 0.00 |
Data as of 12/21/2016, Common starting date is 11/15/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDFYX (HIGHLAND DIVIDEND EQUITY FUND CLASS Y) |
-3.11%
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 |
|---|---|---|---|---|
| HDFYX (HIGHLAND DIVIDEND EQUITY FUND CLASS Y) |
14.29%
Dec 2011 – Dec 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart