Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSZRX (HIGHLAND SMALL-CAP EQUITY FUND CLASS R) | NA | -0.28% | -1.83% | 7.18% | NA | NA | NA | … | … |
Data as of 12/21/2016, Common starting date is 01/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSZRX (HIGHLAND SMALL-CAP EQUITY FUND CLASS R) | 01/31/2008 | 12/21/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.28 | -1.83 | 7.18 | NA | NA | NA | … | … | -1.67 | -9.79 | 6.01 | 31.94 | 13.58 | 2.86 | 26.99 | 29.85 | -34.22 |
| Sharpe Ratio | NA | -0.03 | -0.11 | 0.49 | NA | NA | NA | … | … | -0.14 | -0.61 | 0.44 | 2.42 | 0.90 | 0.10 | 1.30 | 0.97 | -0.87 |
| Standard Deviation(%) | NA | 13.98 | 14.66 | 14.56 | NA | NA | NA | … | … | 13.93 | 16.02 | 13.77 | 13.21 | 15.12 | 29.13 | 20.70 | 30.72 | 43.21 |
| Draw Down(%) | NA | 16.86 | 29.43 | 29.43 | NA | NA | NA | … | … | 15.63 | 18.21 | 11.96 | 5.26 | 10.56 | 24.44 | 15.50 | 28.06 | 52.35 |
| Yield(%) | 0.00 | 0.00 | 8.03 | 9.73 | 5.51 | 3.67 | 2.76 | … | … | 0.00 | 13.47 | 11.41 | 8.54 | 8.24 | 0.00 | 0.42 | 0.00 | 7.34 |
Data as of 12/21/2016, Common starting date is 01/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSZRX (HIGHLAND SMALL-CAP EQUITY FUND CLASS R) |
-1.67%
Nov 2013 – Nov 2016 |
5.15%
Apr 2011 – Apr 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSZRX (HIGHLAND SMALL-CAP EQUITY FUND CLASS R) |
30.68%
Feb 2009 – Feb 2012 |
25.56%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart