Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HPEYX (HIGHLAND PREMIER GROWTH EQUITY FUND CLASS Y) | NA | 15.69% | 3.16% | 9.19% | 10.27% | 7.76% | 6.15% | … | … |
Data as of 03/02/2021, Common starting date is 12/17/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HPEYX (HIGHLAND PREMIER GROWTH EQUITY FUND CLASS Y) | 12/17/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | 15.69 | 3.16 | 9.19 | 10.27 | 7.76 | 6.15 | … | … | 3.91 | 6.82 | 11.95 | -11.11 | 25.77 | 4.98 | 3.28 | 14.02 | 34.95 | 20.56 | 0.28 | 11.62 | 38.82 | -36.24 | 5.27 | 8.90 | 1.36 | 7.06 | 28.66 | -21.03 | -9.30 | -5.33 | 36.09 | 31.95 | 1.39 |
| Sharpe Ratio | NA | 0.55 | 0.11 | 0.47 | 0.57 | NA | NA | … | … | 1.59 | 0.23 | 0.92 | -0.61 | 2.96 | 0.34 | 0.20 | 1.11 | 3.08 | 1.53 | 0.01 | 0.63 | 1.29 | -0.92 | 0.15 | 0.53 | -0.08 | 0.53 | 1.50 | -0.77 | -0.51 | -0.40 | 1.79 | 1.29 | 2.23 |
| Standard Deviation(%) | NA | 28.31 | 21.19 | 17.93 | 17.19 | NA | NA | … | … | 17.10 | 28.62 | 11.45 | 20.47 | 8.54 | 14.17 | 16.09 | 12.65 | 11.33 | 13.53 | 23.86 | 18.35 | 30.03 | 40.17 | 15.44 | 10.54 | 9.64 | 11.63 | 18.67 | 28.78 | 23.14 | 23.16 | 18.38 | 22.24 | 19.44 |
| Draw Down(%) | NA | 25.31 | 33.22 | 33.22 | 33.22 | NA | NA | … | … | 4.12 | 30.60 | 9.05 | 22.45 | 4.73 | 11.32 | 14.89 | 7.57 | 4.98 | 9.79 | 20.02 | 17.17 | 24.01 | 48.71 | 8.69 | 9.86 | 7.83 | 11.28 | 13.71 | 32.24 | 29.86 | 14.70 | 12.74 | 23.03 | 3.01 |
| Yield(%) | 0.00 | 0.00 | 11.19 | 14.87 | 13.54 | 9.26 | 7.34 | … | … | 0.00 | 0.00 | 1.17 | 32.77 | 23.52 | 22.20 | 7.42 | 7.44 | 7.68 | 0.90 | 0.00 | 0.00 | 0.58 | 5.29 | 10.07 | 15.39 | 2.33 | 0.57 | 0.00 | 0.00 | 2.61 | 5.07 | 4.72 | 0.36 | 0.29 |
Data as of 03/02/2021, Common starting date is 12/17/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HPEYX (HIGHLAND PREMIER GROWTH EQUITY FUND CLASS Y) |
-14.62%
Feb 2006 – Feb 2009 |
-7.19%
Feb 2004 – Feb 2009 |
-2.16%
Feb 1999 – Feb 2009 |
4.37%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HPEYX (HIGHLAND PREMIER GROWTH EQUITY FUND CLASS Y) |
25.88%
Feb 2009 – Feb 2012 |
23.86%
Feb 2009 – Feb 2014 |
15.59%
Feb 2009 – Feb 2019 |
10.24%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart