Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMEAX (HIGHLAND MERGER ARBITRAGE FUND CLASS A) | 1.63% | 5.25% | 6.12% | 4.27% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/03/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMEAX (HIGHLAND MERGER ARBITRAGE FUND CLASS A) | 08/03/2016 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.25 | 6.12 | 4.27 | NA | NA | NA | … | … | 1.63 | 5.96 | 5.65 | 3.74 | 2.31 | 5.02 | 8.08 | 7.77 | 5.47 | 8.57 | -99.85 |
| Sharpe Ratio | NA | 2.10 | 2.12 | 1.14 | NA | NA | NA | … | … | 1.08 | 2.00 | 1.61 | 0.04 | 0.60 | 3.33 | 2.31 | 2.75 | 0.44 | 1.61 | -0.10 |
| Standard Deviation(%) | NA | 1.23 | 1.36 | 1.54 | NA | NA | NA | … | … | 1.29 | 1.54 | 1.26 | 2.02 | 1.49 | 1.50 | 3.37 | 2.29 | 9.38 | 4.93 | 1,027.04 |
| Draw Down(%) | NA | 0.56 | 1.03 | 2.02 | NA | NA | NA | … | … | 0.56 | 1.03 | 0.62 | 2.02 | 1.01 | 0.69 | 4.34 | 0.86 | 6.91 | 3.30 | 99.86 |
| Yield(%) | 0.00 | 4.80 | 4.93 | 4.64 | 0.01 | 0.01 | 0.00 | … | … | 1.20 | 4.85 | 4.88 | 4.73 | 4.75 | 3.67 | 6.04 | 0.36 | 16.59 | 9.97 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/03/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMEAX (HIGHLAND MERGER ARBITRAGE FUND CLASS A) |
3.41%
Feb 2021 – Feb 2024 |
4.27%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMEAX (HIGHLAND MERGER ARBITRAGE FUND CLASS A) |
8.87%
Apr 2018 – Apr 2021 |
7.40%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart