Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HFRZX (HIGHLAND FLOATING RATE OPPORTUNITIES FUND CLASS Z) | NA | 5.67% | 1.85% | 5.11% | 1.06% | 4.22% | NA | … | … |
Data as of 11/03/2017, Common starting date is 03/30/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HFRZX (HIGHLAND FLOATING RATE OPPORTUNITIES FUND CLASS Z) | 03/30/2000 | 11/03/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.14 | 5.67 | 1.85 | 5.11 | 1.06 | 4.22 | NA | … | … | 2.11 | 11.97 | -7.45 | 0.82 | 17.53 | 17.79 | 3.19 | 8.68 | 23.03 | -44.06 | -0.71 | 10.65 | 8.04 | 7.91 | 22.21 | -0.57 | 3.08 | 8.39 |
| Sharpe Ratio | NA | 2.48 | 0.46 | 1.44 | 0.16 | NA | NA | … | … | 0.95 | 2.76 | -2.09 | 0.23 | 5.58 | 5.17 | 0.70 | 2.19 | 3.64 | -4.83 | -1.10 | 2.64 | 2.83 | 3.98 | 7.33 | -0.45 | 0.24 | 2.26 |
| Standard Deviation(%) | NA | 2.06 | 3.51 | 3.43 | 5.01 | NA | NA | … | … | 2.00 | 4.25 | 3.58 | 3.55 | 3.13 | 3.46 | 4.50 | 3.93 | 6.30 | 9.29 | 3.41 | 2.79 | 2.08 | 1.75 | 2.94 | 3.72 | 3.12 | 3.18 |
| Draw Down(%) | NA | 1.89 | 15.28 | 15.31 | 47.73 | NA | NA | … | … | 1.89 | 6.28 | 10.16 | 4.02 | 1.02 | 1.82 | 8.79 | 4.08 | 5.82 | 46.26 | 5.81 | 0.64 | 0.66 | 0.33 | 0.80 | 9.61 | 4.54 | 0.41 |
| Yield(%) | 0.00 | 3.98 | 4.66 | 5.12 | 3.70 | 5.70 | 4.74 | … | … | 3.11 | 6.21 | 5.06 | 4.60 | 4.45 | 6.16 | 5.48 | 3.88 | 6.48 | 9.36 | 8.37 | 8.58 | 6.68 | 5.19 | 7.46 | 7.75 | 8.81 | 8.74 |
Data as of 11/03/2017, Common starting date is 03/30/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFRZX (HIGHLAND FLOATING RATE OPPORTUNITIES FUND CLASS Z) |
-15.97%
Apr 2006 – Apr 2009 |
-7.09%
Mar 2004 – Mar 2009 |
0.11%
Feb 2006 – Feb 2016 |
2.68%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFRZX (HIGHLAND FLOATING RATE OPPORTUNITIES FUND CLASS Z) |
13.69%
Apr 2009 – Apr 2012 |
14.02%
Mar 2009 – Mar 2014 |
3.79%
Oct 2002 – Oct 2012 |
4.33%
Apr 2000 – Apr 2015 |
Annualized Rolling Returns Comparison Chart