Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HEFRX (HIGHLAND ENERGY MLP FUND CLASS R) | NA | -18.72% | -29.50% | -15.34% | NA | NA | NA | … | … |
Data as of 12/21/2016, Common starting date is 12/13/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEFRX (HIGHLAND ENERGY MLP FUND CLASS R) | 12/13/2011 | 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 | -18.72 | -29.50 | -15.34 | NA | NA | NA | … | … | -29.72 | -54.73 | 8.62 | 15.85 | 8.33 | 1.30 |
| Sharpe Ratio | NA | -0.32 | -0.67 | -0.41 | NA | NA | NA | … | … | -0.57 | -1.32 | 0.62 | 1.75 | 1.04 | 6.27 |
| Standard Deviation(%) | NA | 58.96 | 43.98 | 37.13 | NA | NA | NA | … | … | 54.02 | 41.37 | 13.82 | 9.04 | 8.06 | 4.98 |
| Draw Down(%) | NA | 53.36 | 80.44 | 80.44 | NA | NA | NA | … | … | 53.26 | 64.51 | 15.57 | 5.58 | 6.15 | 0.30 |
| Yield(%) | 0.00 | 2.71 | 3.67 | 5.83 | 2.94 | 1.96 | 1.47 | … | … | 2.30 | 4.94 | 4.63 | 6.23 | 11.56 | 0.00 |
Data as of 12/21/2016, Common starting date is 12/13/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEFRX (HIGHLAND ENERGY MLP FUND CLASS R) |
-29.32%
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 |
|---|---|---|---|---|
| HEFRX (HIGHLAND ENERGY MLP FUND CLASS R) |
11.51%
May 2012 – May 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart