Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HFBCX (HIGHLAND FIXED INCOME FUND CLASS C) | NA | 4.81% | 3.27% | 3.32% | 2.71% | 2.88% | 2.49% | … | … |
Data as of 11/25/2020, Common starting date is 10/22/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HFBCX (HIGHLAND FIXED INCOME FUND CLASS C) | 10/22/1999 | 11/25/2020 |
| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.81 | 3.27 | 3.32 | 2.71 | 2.88 | 2.49 | … | … | 3.74 | 6.21 | -1.21 | 2.71 | 4.51 | -1.14 | 3.50 | -2.39 | 3.82 | 6.87 | 6.19 | 6.46 | -2.00 | 4.85 | 0.69 | -2.43 | -1.75 | -1.10 | 4.19 | 5.49 | 9.64 | 0.89 |
| Sharpe Ratio | NA | 0.51 | 0.47 | 0.68 | 0.71 | NA | NA | … | … | 0.55 | 2.54 | -1.77 | 1.26 | 1.97 | -0.48 | 1.51 | -0.82 | 1.77 | 1.98 | 2.00 | 1.42 | -0.52 | 0.52 | -0.96 | -1.68 | -0.66 | -0.39 | 0.81 | 0.70 | 1.61 | 0.35 |
| Standard Deviation(%) | NA | 6.80 | 4.15 | 3.46 | 3.12 | NA | NA | … | … | 7.11 | 1.89 | 1.43 | 1.65 | 2.18 | 2.41 | 2.30 | 2.95 | 2.15 | 3.45 | 3.06 | 4.47 | 5.59 | 3.53 | 2.73 | 2.73 | 4.08 | 4.59 | 3.80 | 4.56 | 3.47 | 3.51 |
| Draw Down(%) | NA | 10.82 | 10.82 | 10.82 | 10.82 | NA | NA | … | … | 10.82 | 1.07 | 1.66 | 1.16 | 2.64 | 3.25 | 1.39 | 4.79 | 1.25 | 1.49 | 2.69 | 2.94 | 9.40 | 2.22 | 4.06 | 4.02 | 5.07 | 5.48 | 2.19 | 4.12 | 2.92 | 1.55 |
| Yield(%) | 0.00 | 1.76 | 1.93 | 1.99 | 1.81 | 2.15 | 1.88 | … | … | 1.44 | 2.18 | 1.90 | 1.83 | 2.10 | 1.67 | 1.26 | 1.07 | 1.05 | 2.51 | 2.56 | 3.01 | 3.26 | 4.22 | 1.43 | 0.00 | 0.00 | 0.00 | 0.00 | 3.96 | 5.63 | 1.23 |
Data as of 11/25/2020, Common starting date is 10/22/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFBCX (HIGHLAND FIXED INCOME FUND CLASS C) |
-3.53%
May 2003 – May 2006 |
-1.17%
Oct 2003 – Oct 2008 |
1.58%
Jun 2003 – Jun 2013 |
1.65%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFBCX (HIGHLAND FIXED INCOME FUND CLASS C) |
7.91%
Oct 2008 – Oct 2011 |
5.27%
Oct 2008 – Oct 2013 |
3.46%
Jul 2006 – Jul 2016 |
2.85%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart