Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HFRO-PA (Highland Funds I – Highland Income Fund) | 6.28% | 16.48% | 0.20% | -2.23% | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 03/27/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HFRO-PA (Highland Funds I – Highland Income Fund) | 03/27/2020 | 06/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | 16.48 | 0.20 | -2.23 | NA | NA | NA | … | … | 6.28 | 4.61 | -6.60 | 8.26 | -22.92 | 9.27 | 18.08 |
| Sharpe Ratio | NA | 1.79 | -0.15 | -0.35 | NA | NA | NA | … | … | 1.86 | 0.14 | -0.90 | 0.27 | -1.52 | 0.58 | 9.69 |
| Standard Deviation(%) | NA | 9.08 | 12.07 | 13.34 | NA | NA | NA | … | … | 8.07 | 12.34 | 11.36 | 16.90 | 16.04 | 9.79 | 16.40 |
| Draw Down(%) | NA | 4.00 | 25.10 | 30.33 | NA | NA | NA | … | … | 3.22 | 13.75 | 19.59 | 18.44 | 23.60 | 3.46 | 2.35 |
| Yield(%) | 0.00 | 8.71 | 6.51 | 5.14 | 3.21 | 2.14 | 1.61 | … | … | 2.11 | 8.03 | 7.08 | 7.09 | 5.13 | 3.88 | 0.00 |
Data as of 06/15/2026, Common starting date is 03/27/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFRO-PA (Highland Funds I – Highland Income Fund) |
-7.97%
Dec 2021 – Dec 2024 |
-2.38%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFRO-PA (Highland Funds I – Highland Income Fund) |
2.90%
Mar 2023 – Mar 2026 |
-1.15%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart