Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMECX (HIGHLAND MERGER ARBITRAGE FUND CLASS C) | 1.30% | 4.51% | 5.42% | 3.59% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/24/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMECX (HIGHLAND MERGER ARBITRAGE FUND CLASS C) | 08/24/2016 | 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 | 4.51 | 5.42 | 3.59 | NA | NA | NA | … | … | 1.30 | 5.29 | 4.97 | 3.09 | 1.66 | 4.31 | 7.32 | 6.53 | 5.48 | 6.99 | 2.05 |
| Sharpe Ratio | NA | 1.54 | 1.59 | 0.70 | NA | NA | NA | … | … | 0.55 | 1.54 | 1.04 | -0.28 | 0.17 | 2.80 | 2.10 | 2.32 | 0.41 | 1.42 | 2.12 |
| Standard Deviation(%) | NA | 1.24 | 1.39 | 1.54 | NA | NA | NA | … | … | 1.28 | 1.56 | 1.29 | 2.02 | 1.43 | 1.53 | 3.35 | 2.18 | 10.12 | 4.48 | 2.66 |
| Draw Down(%) | NA | 0.58 | 1.06 | 2.27 | NA | NA | NA | … | … | 0.58 | 1.06 | 0.69 | 2.27 | 1.17 | 0.75 | 4.39 | 0.92 | 7.03 | 3.33 | 1.33 |
| Yield(%) | 0.00 | 4.30 | 4.40 | 4.21 | 5.18 | 3.45 | 2.59 | … | … | 1.08 | 4.34 | 4.36 | 4.25 | 4.29 | 3.62 | 6.10 | 0.36 | 16.09 | 8.56 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/24/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMECX (HIGHLAND MERGER ARBITRAGE FUND CLASS C) |
2.75%
Jan 2021 – Jan 2024 |
3.59%
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 |
|---|---|---|---|---|
| HMECX (HIGHLAND MERGER ARBITRAGE FUND CLASS C) |
8.20%
Apr 2018 – Apr 2021 |
6.54%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart