Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSZCX (HIGHLAND SMALL-CAP EQUITY FUND CLASS C) | NA | 4.62% | -4.21% | 7.07% | -2.32% | 2.23% | 1.56% | … | … |
Data as of 10/03/2025, Common starting date is 10/30/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSZCX (HIGHLAND SMALL-CAP EQUITY FUND CLASS C) | 10/30/2001 | 10/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.62 | -4.21 | 7.07 | -2.32 | 2.23 | 1.56 | … | … | 5.69 | -5.06 | -11.73 | -16.16 | 36.42 | -50.48 | 19.24 | -7.78 | 12.50 | 30.61 | -10.39 | 5.11 | 31.73 | 12.68 | 2.18 | 25.81 | 29.34 | -38.44 | 1.49 | 12.18 | 8.35 | -0.79 | 22.92 | -14.65 | -3.99 |
| Sharpe Ratio | NA | 0.10 | -0.48 | 0.26 | -0.13 | NA | NA | … | … | 0.29 | -0.79 | -0.95 | -1.10 | 2.42 | -0.75 | 1.05 | -0.52 | 0.31 | 1.26 | -0.65 | 0.37 | 2.39 | 0.85 | 0.07 | 1.24 | 0.96 | -0.93 | -0.08 | 0.56 | 0.42 | -0.08 | 1.40 | -0.81 | -0.64 |
| Standard Deviation(%) | NA | 15.11 | 15.83 | 18.62 | 29.16 | NA | NA | … | … | 15.78 | 14.90 | 16.93 | 15.93 | 15.05 | 67.69 | 17.06 | 17.50 | 38.85 | 24.16 | 16.13 | 13.75 | 13.25 | 14.96 | 29.10 | 20.71 | 30.56 | 42.35 | 19.09 | 15.95 | 14.79 | 21.32 | 15.83 | 19.37 | 35.88 |
| Draw Down(%) | NA | 20.28 | 31.76 | 41.81 | 69.54 | NA | NA | … | … | 18.85 | 10.90 | 27.49 | 21.65 | 10.24 | 66.20 | 15.45 | 28.08 | 23.84 | 16.06 | 18.51 | 12.06 | 5.35 | 10.71 | 24.59 | 16.08 | 28.06 | 52.46 | 12.55 | 16.78 | 8.83 | 14.69 | 15.52 | 26.59 | 14.49 |
| Yield(%) | 0.00 | 2.52 | 0.70 | 0.95 | 7.54 | 9.40 | 6.15 | … | … | 0.00 | 2.48 | 0.00 | 0.00 | 0.00 | 0.52 | 18.01 | 19.91 | 23.06 | 7.98 | 16.95 | 13.89 | 10.18 | 9.62 | 0.00 | 0.00 | 0.00 | 7.91 | 21.46 | 15.51 | 3.92 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/03/2025, Common starting date is 10/30/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSZCX (HIGHLAND SMALL-CAP EQUITY FUND CLASS C) |
-25.60%
Sep 2017 – Sep 2020 |
-14.42%
Jun 2019 – Jun 2024 |
-4.62%
Mar 2015 – Mar 2025 |
-0.17%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSZCX (HIGHLAND SMALL-CAP EQUITY FUND CLASS C) |
29.70%
Feb 2009 – Feb 2012 |
24.68%
Feb 2009 – Feb 2014 |
16.44%
Feb 2009 – Feb 2019 |
9.12%
Apr 2003 – Apr 2018 |
Annualized Rolling Returns Comparison Chart