Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HFRO (Highland Floating Rate Opport Fund) | 15.65% | 40.32% | -1.52% | -3.12% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HFRO (Highland Floating Rate Opport Fund) | 11/06/2017 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.40 | 40.32 | -1.52 | -3.12 | NA | NA | NA | … | … | 15.65 | 25.12 | -27.10 | -16.97 | 1.71 | 16.33 | -8.36 | 4.20 | -12.31 | 1.01 |
| Sharpe Ratio | NA | 1.65 | -0.24 | -0.25 | NA | NA | NA | … | … | 1.39 | 0.91 | -1.07 | -0.81 | 0.02 | 0.89 | -0.25 | 0.21 | -1.15 | 0.57 |
| Standard Deviation(%) | NA | 20.50 | 25.74 | 23.96 | NA | NA | NA | … | … | 20.90 | 24.63 | 28.81 | 25.58 | 18.71 | 18.29 | 33.80 | 13.22 | 12.00 | 10.71 |
| Draw Down(%) | NA | 15.71 | 43.62 | 52.73 | NA | NA | NA | … | … | 13.99 | 22.76 | 30.79 | 30.26 | 18.24 | 17.09 | 42.57 | 15.51 | 21.74 | 3.99 |
| Yield(%) | 0.00 | 9.07 | 6.14 | 5.84 | 4.41 | 2.94 | 2.20 | … | … | 3.24 | 8.85 | 5.92 | 9.01 | 8.33 | 8.88 | 7.46 | 7.13 | 5.94 | 0.99 |
Data as of 06/05/2026, Common starting date is 11/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFRO (Highland Floating Rate Opport Fund) |
-17.27%
Apr 2022 – Apr 2025 |
-8.08%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFRO (Highland Floating Rate Opport Fund) |
15.09%
Apr 2020 – Apr 2023 |
5.09%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart