Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HFBYX (HIGHLAND FIXED INCOME FUND CLASS Y) | NA | 1.50% | 4.85% | 3.74% | 3.20% | 3.96% | 4.09% | … | … |
Data as of 01/19/2022, Common starting date is 11/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HFBYX (HIGHLAND FIXED INCOME FUND CLASS Y) | 11/29/1993 | 01/19/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.50 | 4.85 | 3.74 | 3.20 | 3.96 | 4.09 | … | … | 0.00 | -0.82 | 7.40 | 7.28 | -0.23 | 3.65 | 5.64 | -0.15 | 4.47 | -1.26 | 4.86 | 7.86 | 7.16 | 7.55 | -1.11 | 5.92 | 4.45 | 2.22 | 3.42 | 3.67 | 9.88 | 7.45 | 10.62 | -1.36 | 7.68 | 8.97 | 3.28 | 17.47 | -2.44 | -0.37 |
| Sharpe Ratio | NA | -0.01 | 0.86 | 0.75 | 0.85 | NA | NA | … | … | 0.00 | -1.16 | 1.05 | 2.88 | -0.98 | 1.71 | 2.35 | -0.07 | 1.85 | -0.43 | 2.10 | 2.17 | 2.23 | 1.62 | -0.36 | 0.80 | 0.37 | 0.02 | 0.64 | 0.67 | 2.27 | 1.18 | 1.86 | -1.11 | 0.78 | 1.44 | -0.04 | 3.09 | -1.20 | -1.55 |
| Standard Deviation(%) | NA | 2.97 | 4.47 | 3.62 | 3.13 | NA | NA | … | … | NA | 1.10 | 6.82 | 2.04 | 1.59 | 1.78 | 2.30 | 2.59 | 2.41 | 3.03 | 2.30 | 3.61 | 3.18 | 4.60 | 5.68 | 3.64 | 3.11 | 2.96 | 3.85 | 4.42 | 3.86 | 4.43 | 3.53 | 4.12 | 5.57 | 3.78 | 4.99 | 4.41 | 4.49 | 3.95 |
| Draw Down(%) | NA | 2.87 | 10.85 | 10.85 | 10.85 | NA | NA | … | … | 0.00 | 0.82 | 10.85 | 1.14 | 1.45 | 1.16 | 2.48 | 2.52 | 1.39 | 4.54 | 1.25 | 1.42 | 2.70 | 2.70 | 8.59 | 2.14 | 2.27 | 2.61 | 4.42 | 5.06 | 2.11 | 3.59 | 2.84 | 4.17 | 3.06 | 2.17 | 4.54 | 2.16 | 6.12 | 1.23 |
| Yield(%) | 0.00 | 2.80 | 3.32 | 3.11 | 2.79 | 3.34 | 3.69 | … | … | 0.00 | 2.78 | 3.68 | 3.21 | 2.88 | 2.84 | 3.12 | 2.67 | 2.30 | 2.06 | 2.06 | 3.53 | 3.49 | 4.03 | 4.24 | 5.24 | 5.04 | 4.52 | 5.14 | 4.90 | 5.47 | 5.75 | 6.62 | 5.50 | 5.35 | 6.26 | 6.01 | 6.92 | 5.69 | 0.45 |
Data as of 01/19/2022, Common starting date is 11/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFBYX (HIGHLAND FIXED INCOME FUND CLASS Y) |
0.99%
Sep 2012 – Sep 2015 |
2.14%
Apr 2013 – Apr 2018 |
3.21%
Dec 2011 – Dec 2021 |
3.56%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFBYX (HIGHLAND FIXED INCOME FUND CLASS Y) |
10.35%
May 2000 – May 2003 |
7.49%
Aug 1996 – Aug 2001 |
7.04%
Oct 1994 – Oct 2004 |
5.95%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart