Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HNRZX (HIGHLAND OPPORTUNISTIC CREDIT FUND CLASS Z) | NA | -8.40% | -7.20% | 4.98% | NA | NA | NA | … | … |
Data as of 03/29/2021, Common starting date is 07/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HNRZX (HIGHLAND OPPORTUNISTIC CREDIT FUND CLASS Z) | 07/02/2014 | 03/29/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | -8.40 | -7.20 | 4.98 | NA | NA | NA | … | … | -0.10 | -18.16 | -2.11 | 4.37 | 6.81 | 30.91 | -26.28 | -11.15 |
| Sharpe Ratio | NA | -1.41 | -1.17 | 0.63 | NA | NA | NA | … | … | -0.17 | -1.88 | -0.65 | 0.64 | 1.39 | 2.97 | -2.96 | -0.65 |
| Standard Deviation(%) | NA | 5.99 | 6.94 | 6.70 | NA | NA | NA | … | … | 2.59 | 9.72 | 5.45 | 4.74 | 4.46 | 10.28 | 8.88 | 32.18 |
| Draw Down(%) | NA | 9.85 | 25.24 | 25.24 | NA | NA | NA | … | … | 0.77 | 20.96 | 7.85 | 6.98 | 4.13 | 10.38 | 30.78 | 27.14 |
| Yield(%) | 0.00 | 25.30 | 9.48 | 12.15 | 4.15 | 2.77 | 2.08 | … | … | 0.17 | 22.97 | 3.96 | 4.67 | 7.83 | 13.25 | 8.03 | 1.27 |
Data as of 03/29/2021, Common starting date is 07/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNRZX (HIGHLAND OPPORTUNISTIC CREDIT FUND CLASS Z) |
-7.20%
Feb 2018 – Feb 2021 |
-3.17%
May 2015 – May 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNRZX (HIGHLAND OPPORTUNISTIC CREDIT FUND CLASS Z) |
17.28%
Feb 2016 – Feb 2019 |
4.99%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart