Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HGLB (Highland Global Allocation Fund) | -8.23% | 3.04% | 11.69% | 8.83% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HGLB (Highland Global Allocation Fund) | 03/04/2019 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.73 | 3.04 | 11.69 | 8.83 | NA | NA | NA | … | … | -8.23 | 51.73 | -1.52 | -6.15 | 14.53 | 53.22 | -17.97 | -23.39 |
| Sharpe Ratio | NA | 0.16 | 0.33 | 0.32 | NA | NA | NA | … | … | -0.98 | 1.97 | -0.30 | -0.42 | 0.50 | 2.94 | -0.34 | -1.58 |
| Standard Deviation(%) | NA | 20.98 | 21.78 | 22.10 | NA | NA | NA | … | … | 18.63 | 24.91 | 17.22 | 23.41 | 26.24 | 18.08 | 52.97 | 18.22 |
| Draw Down(%) | NA | 23.34 | 23.34 | 29.88 | NA | NA | NA | … | … | 15.36 | 15.91 | 14.13 | 29.88 | 17.64 | 12.63 | 57.13 | 30.44 |
| Yield(%) | 0.00 | 11.95 | 12.18 | 10.68 | 5.46 | 3.64 | 2.73 | … | … | 4.77 | 14.96 | 12.46 | 10.87 | 10.75 | 13.21 | 10.64 | 7.88 |
Data as of 06/04/2026, Common starting date is 03/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HGLB (Highland Global Allocation Fund) |
1.92%
Dec 2021 – Dec 2024 |
0.75%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HGLB (Highland Global Allocation Fund) |
43.21%
Mar 2020 – Mar 2023 |
28.93%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart