Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSZAX (HIGHLAND SMALL-CAP EQUITY FUND CLASS A) | NA | 9.33% | -4.05% | 8.96% | -1.72% | 3.23% | 2.47% | … | … |
Data as of 09/23/2025, Common starting date is 12/08/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSZAX (HIGHLAND SMALL-CAP EQUITY FUND CLASS A) | 12/08/1998 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.33 | -4.05 | 8.96 | -1.72 | 3.23 | 2.47 | … | … | 6.47 | -3.63 | -11.21 | -15.56 | 37.68 | -50.11 | 20.12 | -6.93 | 13.35 | 31.57 | -9.70 | 5.89 | 32.66 | 13.56 | 2.93 | 27.00 | 30.25 | -37.94 | 2.23 | 12.99 | 9.26 | 15.15 | 23.97 | -14.05 | -3.41 | 11.05 | 6.03 | 5.09 |
| Sharpe Ratio | NA | 0.40 | -0.47 | 0.37 | -0.11 | NA | NA | … | … | 0.38 | -0.70 | -0.93 | -1.08 | 2.52 | -0.74 | 1.10 | -0.47 | 0.44 | 1.29 | -0.60 | 0.43 | 2.18 | 0.91 | 0.10 | 1.29 | 0.98 | -0.92 | -0.04 | 0.61 | 0.48 | 0.88 | 1.47 | -0.78 | -0.27 | 0.32 | 0.15 | 6.62 |
| Standard Deviation(%) | NA | 15.71 | 15.92 | 18.57 | 27.98 | NA | NA | … | … | 16.01 | 14.70 | 16.74 | 15.80 | 14.95 | 67.54 | 17.05 | 17.45 | 28.94 | 24.27 | 16.11 | 13.74 | 14.94 | 15.03 | 29.12 | 20.82 | 30.73 | 42.26 | 19.16 | 15.93 | 14.78 | 16.13 | 15.82 | 19.39 | 21.75 | 22.05 | 19.10 | 17.45 |
| Draw Down(%) | NA | 20.05 | 30.74 | 40.58 | 67.95 | NA | NA | … | … | 18.87 | 10.85 | 27.19 | 21.23 | 9.92 | 65.93 | 15.29 | 27.70 | 17.82 | 16.02 | 18.13 | 11.89 | 5.22 | 10.64 | 24.35 | 15.83 | 27.98 | 52.27 | 12.22 | 16.61 | 8.74 | 14.45 | 15.43 | 26.34 | 15.97 | 14.68 | 16.23 | 3.78 |
| Yield(%) | 0.00 | 1.77 | 0.48 | 0.82 | 5.88 | 8.43 | 5.98 | … | … | 0.00 | 1.69 | 0.00 | 0.00 | 0.00 | 0.58 | 10.94 | 13.35 | 16.95 | 6.43 | 13.30 | 11.30 | 8.48 | 8.18 | 0.00 | 0.14 | 0.00 | 7.07 | 19.76 | 14.54 | 3.83 | 14.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.25 |
Data as of 09/23/2025, Common starting date is 12/08/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSZAX (HIGHLAND SMALL-CAP EQUITY FUND CLASS A) |
-24.96%
Sep 2017 – Sep 2020 |
-13.76%
Jun 2019 – Jun 2024 |
-3.90%
Mar 2015 – Mar 2025 |
0.61%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSZAX (HIGHLAND SMALL-CAP EQUITY FUND CLASS A) |
30.77%
Feb 2009 – Feb 2012 |
25.66%
Feb 2009 – Feb 2014 |
17.35%
Feb 2009 – Feb 2019 |
11.01%
Apr 2003 – Apr 2018 |
Annualized Rolling Returns Comparison Chart