Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HEOAX (HIGHLAND LONG/SHORT EQUITY FUND CLASS A) | NA | -5.06% | 0.22% | 0.74% | 3.44% | NA | NA | … | … |
Data as of 06/29/2020, Common starting date is 12/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEOAX (HIGHLAND LONG/SHORT EQUITY FUND CLASS A) | 12/06/2006 | 06/29/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.86 | -5.06 | 0.22 | 0.74 | 3.44 | NA | NA | … | … | -5.50 | 10.79 | -9.75 | 13.35 | 0.09 | -1.37 | -0.19 | 20.21 | 4.27 | -2.30 | 5.58 | 18.08 | -10.48 | 8.91 | -0.40 |
| Sharpe Ratio | NA | -0.27 | -0.06 | 0.00 | 0.27 | NA | NA | … | … | -0.42 | 1.07 | -0.77 | 1.80 | -0.01 | -0.15 | -0.02 | 1.87 | 0.55 | -0.23 | 0.66 | 1.88 | -0.68 | 0.49 | -6.98 |
| Standard Deviation(%) | NA | 19.67 | 14.76 | 12.74 | 11.13 | NA | NA | … | … | 26.73 | 8.80 | 14.39 | 7.10 | 8.76 | 9.11 | 9.56 | 10.81 | 7.71 | 10.16 | 8.28 | 9.54 | 16.66 | 11.99 | 1.36 |
| Draw Down(%) | NA | 22.78 | 24.95 | 24.95 | 24.95 | NA | NA | … | … | 22.78 | 10.48 | 18.32 | 3.03 | 8.01 | 8.57 | 9.39 | 4.44 | 6.80 | 9.56 | 5.53 | 4.85 | 18.30 | 8.80 | 0.40 |
| Yield(%) | 0.00 | 1.91 | 4.43 | 3.39 | 3.97 | 3.16 | 2.37 | … | … | 0.00 | 2.10 | 8.38 | 2.92 | 0.00 | 3.83 | 3.98 | 8.56 | 2.76 | 1.17 | 2.99 | 1.04 | 0.07 | 4.21 | 0.00 |
Data as of 06/29/2020, Common starting date is 12/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEOAX (HIGHLAND LONG/SHORT EQUITY FUND CLASS A) |
-2.33%
Mar 2017 – Mar 2020 |
-2.05%
Mar 2015 – Mar 2020 |
2.14%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEOAX (HIGHLAND LONG/SHORT EQUITY FUND CLASS A) |
8.39%
Aug 2011 – Aug 2014 |
8.83%
Dec 2008 – Dec 2013 |
5.37%
Sep 2008 – Sep 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart