Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HEOCX (HIGHLAND LONG/SHORT EQUITY FUND CLASS C) | NA | -5.69% | -0.42% | 0.11% | 2.80% | NA | NA | … | … |
Data as of 06/29/2020, Common starting date is 12/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEOCX (HIGHLAND LONG/SHORT EQUITY FUND CLASS C) | 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 (%) | -0.85 | -5.69 | -0.42 | 0.11 | 2.80 | NA | NA | … | … | -5.88 | 10.19 | -10.36 | 12.66 | -0.57 | -2.08 | -0.80 | 19.40 | 3.82 | -2.99 | 5.11 | 17.53 | -11.19 | 8.31 | -0.40 |
| Sharpe Ratio | NA | -0.30 | -0.10 | -0.05 | 0.22 | NA | NA | … | … | -0.45 | 0.99 | -0.81 | 1.70 | -0.09 | -0.23 | -0.08 | 2.24 | 0.50 | -0.29 | 0.59 | 1.84 | -0.72 | 0.44 | -6.98 |
| Standard Deviation(%) | NA | 19.78 | 14.83 | 12.78 | 11.00 | NA | NA | … | … | 26.84 | 8.89 | 14.41 | 7.11 | 8.71 | 9.18 | 9.61 | 8.63 | 7.66 | 10.46 | 8.52 | 9.47 | 16.74 | 11.99 | 1.36 |
| Draw Down(%) | NA | 22.86 | 25.97 | 25.97 | 25.97 | NA | NA | … | … | 22.86 | 10.68 | 18.73 | 3.06 | 8.05 | 8.88 | 9.67 | 4.83 | 6.93 | 10.22 | 5.71 | 5.11 | 18.69 | 8.82 | 0.40 |
| Yield(%) | 0.00 | 2.10 | 4.76 | 3.59 | 4.04 | 3.15 | 2.36 | … | … | 0.00 | 2.31 | 9.04 | 3.13 | 0.00 | 4.04 | 4.16 | 8.85 | 2.84 | 1.20 | 3.04 | 1.05 | 0.07 | 4.01 | 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 |
|---|---|---|---|---|
| HEOCX (HIGHLAND LONG/SHORT EQUITY FUND CLASS C) |
-2.94%
Mar 2017 – Mar 2020 |
-2.69%
Mar 2015 – Mar 2020 |
1.51%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEOCX (HIGHLAND LONG/SHORT EQUITY FUND CLASS C) |
7.75%
Aug 2011 – Aug 2014 |
8.24%
Dec 2008 – Dec 2013 |
4.73%
Sep 2008 – Sep 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart