Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HPECX (HIGHLAND PREMIER GROWTH EQUITY FUND CLASS C) | NA | 14.55% | 2.14% | 8.10% | 9.17% | 6.68% | 4.83% | … | … |
Data as of 03/02/2021, Common starting date is 09/30/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HPECX (HIGHLAND PREMIER GROWTH EQUITY FUND CLASS C) | 09/30/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.37 | 14.55 | 2.14 | 8.10 | 9.17 | 6.68 | 4.83 | … | … | 3.69 | 5.85 | 9.45 | -64.52 | -9.27 | -23.87 | -6.63 | 4.07 | 24.60 | 19.32 | -0.70 | 10.48 | 37.43 | -42.60 | -6.99 | -8.47 | -1.87 | 5.95 | 27.45 | -21.80 | -12.73 | -11.26 | 16.12 |
| Sharpe Ratio | NA | 0.51 | 0.06 | 0.41 | 0.51 | NA | NA | … | … | 1.51 | 0.20 | -1.19 | -0.91 | -0.88 | -1.68 | -1.33 | -0.98 | 0.46 | 0.06 | -0.81 | -0.44 | 0.63 | -1.50 | -1.55 | -1.56 | -2.33 | -1.17 | 0.44 | -1.44 | -1.16 | -3.47 | 6.35 |
| Standard Deviation(%) | NA | 28.29 | 21.20 | 17.96 | 17.21 | NA | NA | … | … | 17.04 | 28.61 | 11.59 | 94.75 | 32.64 | 34.32 | 18.86 | 14.73 | 13.10 | 13.55 | 23.87 | 18.33 | 30.01 | 41.42 | 18.79 | 19.85 | 9.84 | 11.63 | 18.64 | 28.83 | 29.82 | 23.03 | 18.74 |
| Draw Down(%) | NA | 25.36 | 34.30 | 34.44 | 34.44 | NA | NA | … | … | 4.20 | 30.75 | 9.28 | 68.89 | 27.88 | 28.24 | 15.08 | 11.98 | 6.20 | 9.96 | 20.24 | 17.31 | 24.07 | 48.93 | 15.58 | 16.36 | 8.08 | 11.73 | 13.85 | 32.61 | 30.31 | 19.79 | 7.13 |
| Yield(%) | 0.00 | 0.00 | 17.21 | 18.86 | 15.63 | 9.89 | 7.21 | … | … | 0.00 | 0.00 | 1.41 | 50.80 | 32.61 | 28.20 | 9.16 | 8.97 | 8.60 | 0.00 | 0.00 | 0.00 | 0.00 | 5.53 | 11.15 | 16.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/02/2021, Common starting date is 09/30/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HPECX (HIGHLAND PREMIER GROWTH EQUITY FUND CLASS C) |
-17.12%
Mar 2000 – Mar 2003 |
-8.53%
Feb 2004 – Feb 2009 |
-3.45%
Aug 2000 – Aug 2010 |
2.65%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HPECX (HIGHLAND PREMIER GROWTH EQUITY FUND CLASS C) |
24.64%
Feb 2009 – Feb 2012 |
22.63%
Feb 2009 – Feb 2014 |
14.43%
Feb 2009 – Feb 2019 |
8.98%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart