Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HPEAX (HIGHLAND PREMIER GROWTH EQUITY FUND CLASS A) | NA | 15.39% | 2.90% | 8.91% | 9.99% | 7.49% | 5.89% | … | … |
Data as of 03/02/2021, Common starting date is 12/31/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HPEAX (HIGHLAND PREMIER GROWTH EQUITY FUND CLASS A) | 12/31/1996 | 03/02/2021 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.29 | 15.39 | 2.90 | 8.91 | 9.99 | 7.49 | 5.89 | … | … | 3.86 | 6.53 | 10.66 | -47.22 | -0.07 | -17.89 | -4.38 | 6.23 | 26.69 | 19.58 | 0.05 | 11.29 | 38.17 | -41.60 | -5.29 | -6.58 | -0.99 | 6.59 | 28.32 | -21.20 | -12.00 | -10.43 | 30.65 | 31.44 | 24.27 | 0.00 |
| Sharpe Ratio | NA | 0.54 | 0.09 | 0.45 | 0.55 | NA | NA | … | … | 1.57 | 0.22 | -1.10 | -1.20 | -0.80 | -1.83 | -1.27 | -0.87 | 0.57 | 0.08 | -0.77 | -0.40 | 0.65 | -1.48 | -1.51 | -1.55 | -2.23 | -1.12 | 0.48 | -1.42 | -1.47 | -3.44 | 3.00 | 3.01 | -1.39 | NA |
| Standard Deviation(%) | NA | 28.29 | 21.16 | 17.95 | 17.33 | NA | NA | … | … | 17.12 | 28.60 | 11.42 | 57.33 | 24.11 | 28.26 | 18.10 | 14.08 | 14.35 | 13.53 | 23.85 | 18.35 | 29.97 | 41.15 | 18.13 | 18.77 | 9.86 | 11.62 | 18.68 | 28.81 | 22.99 | 23.02 | 18.53 | 21.50 | 16.10 | 0.00 |
| Draw Down(%) | NA | 25.34 | 33.53 | 33.53 | 33.53 | NA | NA | … | … | 4.13 | 30.66 | 9.08 | 53.89 | 21.11 | 23.15 | 14.93 | 10.78 | 5.26 | 9.80 | 20.09 | 17.18 | 23.99 | 48.75 | 14.51 | 15.31 | 7.91 | 11.38 | 13.74 | 32.32 | 29.98 | 19.25 | 12.78 | 23.05 | 11.60 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 11.81 | 15.35 | 13.72 | 9.30 | 7.29 | … | … | 0.00 | 0.00 | 0.98 | 34.75 | 24.58 | 22.93 | 7.62 | 7.62 | 7.58 | 0.62 | 0.00 | 0.00 | 0.34 | 5.02 | 10.21 | 14.99 | 2.15 | 0.30 | 0.00 | 0.00 | 2.63 | 5.10 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/02/2021, Common starting date is 12/31/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HPEAX (HIGHLAND PREMIER GROWTH EQUITY FUND CLASS A) |
-14.84%
Feb 2006 – Feb 2009 |
-7.41%
Feb 2004 – Feb 2009 |
-2.78%
Feb 1999 – Feb 2009 |
4.12%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HPEAX (HIGHLAND PREMIER GROWTH EQUITY FUND CLASS A) |
32.37%
Mar 1997 – Mar 2000 |
23.56%
Feb 2009 – Feb 2014 |
15.30%
Feb 2009 – Feb 2019 |
9.97%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart