Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HHCZX (HIGHLAND LONG/SHORT HEALTHCARE FUND CLASS Z) -4.35% 0.60% 4.90% -2.46% 3.65% 3.02% NA
Data as of 06/04/2026, Common starting date is 05/07/2008
More Performance Analytics Comparison
Name Start Date End Date
HHCZX (HIGHLAND LONG/SHORT HEALTHCARE FUND CLASS Z) 05/07/2008 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 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Annualized Return (%) 0.12 0.60 4.90 -2.46 3.65 3.02 NA -4.35 6.52 7.22 5.44 -5.49 -17.31 22.24 11.36 12.72 8.74 -14.68 -6.38 17.12 34.86 -13.00 6.12 14.33 -1.81 14.21
Sharpe Ratio NA -0.09 0.22 -0.46 0.14 NA NA -1.05 0.25 1.23 0.53 -1.11 -0.92 0.68 0.65 0.56 0.66 -1.06 -0.56 1.46 3.19 -1.40 0.59 2.16 -0.11 0.93
Standard Deviation(%) NA 15.86 9.55 10.47 16.20 NA NA 11.25 14.51 2.92 3.42 6.24 18.84 32.31 15.21 20.32 12.25 14.08 11.34 11.74 10.91 9.38 10.25 6.59 18.05 23.37
Draw Down(%) NA 15.42 15.42 30.02 32.15 NA NA 10.47 8.91 1.66 2.71 10.78 28.34 31.36 19.68 17.88 7.99 17.55 18.93 5.60 5.25 15.24 9.44 3.54 16.82 8.55
Yield(%) 0.00 0.00 1.11 0.51 0.52 1.55 1.93 0.00 0.00 0.60 2.70 0.00 0.00 0.00 0.00 0.00 1.15 0.00 3.84 5.03 0.00 0.00 10.39 3.17 0.00 3.61
Data as of 06/04/2026, Common starting date is 05/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HHCZX (HIGHLAND LONG/SHORT HEALTHCARE FUND CLASS Z) -8.25%
May 2014 – May 2017
-3.68%
Mar 2015 – Mar 2020
0.55%
Mar 2015 – Mar 2025
3.08%
May 2011 – May 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HHCZX (HIGHLAND LONG/SHORT HEALTHCARE FUND CLASS Z) 19.54%
Jul 2012 – Jul 2015
14.18%
Oct 2009 – Oct 2014
7.11%
Nov 2010 – Nov 2020
5.71%
Oct 2009 – Oct 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return