Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HEOZX (HIGHLAND LONG/SHORT EQUITY FUND CLASS Z) | NA | -4.72% | 0.50% | 1.06% | 3.75% | NA | NA | … | … |
Data as of 06/29/2020, Common starting date is 12/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEOZX (HIGHLAND LONG/SHORT EQUITY FUND CLASS Z) | 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 (%) | -0.80 | -4.72 | 0.50 | 1.06 | 3.75 | NA | NA | … | … | -5.38 | 11.02 | -9.50 | 13.82 | 0.44 | -1.09 | 0.14 | 20.73 | 4.56 | -2.00 | 5.89 | 18.26 | -9.98 | 9.23 | -0.40 |
| Sharpe Ratio | NA | -0.25 | -0.04 | 0.02 | 0.31 | NA | NA | … | … | -0.41 | 1.07 | -0.75 | 1.85 | 0.03 | -0.12 | 0.01 | 2.40 | 0.59 | -0.20 | 0.70 | 1.86 | -0.66 | 0.52 | -6.98 |
| Standard Deviation(%) | NA | 19.69 | 14.78 | 12.76 | 10.92 | NA | NA | … | … | 26.70 | 8.97 | 14.35 | 7.15 | 8.75 | 9.12 | 9.51 | 8.63 | 7.67 | 10.00 | 8.26 | 9.76 | 16.46 | 11.95 | 1.36 |
| Draw Down(%) | NA | 22.78 | 24.63 | 24.63 | 24.63 | NA | NA | … | … | 22.78 | 10.31 | 18.06 | 3.00 | 7.92 | 8.40 | 9.16 | 4.81 | 6.77 | 9.28 | 5.48 | 4.71 | 17.89 | 8.71 | 0.40 |
| Yield(%) | 0.00 | 1.82 | 4.26 | 3.29 | 3.92 | 3.17 | 2.38 | … | … | 0.00 | 2.00 | 8.03 | 2.82 | 0.00 | 3.72 | 3.88 | 8.39 | 2.71 | 1.16 | 2.96 | 1.03 | 0.07 | 4.33 | 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 |
|---|---|---|---|---|
| HEOZX (HIGHLAND LONG/SHORT EQUITY FUND CLASS Z) |
-2.06%
Mar 2017 – Mar 2020 |
-1.75%
Mar 2015 – Mar 2020 |
2.45%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEOZX (HIGHLAND LONG/SHORT EQUITY FUND CLASS Z) |
8.76%
May 2012 – May 2015 |
9.15%
Dec 2008 – Dec 2013 |
5.71%
Sep 2008 – Sep 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart