Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HTACX (HIGHLAND TOTAL RETURN FUND CLASS C) | NA | 4.93% | 3.28% | 4.78% | 4.99% | 3.33% | 2.24% | … | … |
Data as of 11/25/2020, Common starting date is 12/01/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTACX (HIGHLAND TOTAL RETURN FUND CLASS C) | 12/01/1999 | 11/25/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.93 | 3.28 | 4.78 | 4.99 | 3.33 | 2.24 | … | … | 4.09 | 17.98 | -11.34 | 6.87 | 9.69 | -1.44 | 3.02 | 14.85 | 10.19 | -4.16 | 8.79 | 20.26 | -31.17 | 10.76 | 13.02 | -5.65 | 4.07 | 18.86 | -11.73 | -9.68 | -3.06 | 0.32 |
| Sharpe Ratio | NA | 0.19 | 0.14 | 0.29 | 0.37 | NA | NA | … | … | 0.17 | 2.00 | -1.34 | 0.80 | 0.77 | -0.14 | 0.43 | 1.98 | 1.19 | -0.26 | 0.69 | 1.31 | -1.24 | 0.63 | 1.21 | -0.74 | 0.40 | 1.77 | -0.95 | -0.66 | -0.61 | 0.01 |
| Standard Deviation(%) | NA | 23.71 | 15.81 | 13.78 | 12.16 | NA | NA | … | … | 24.89 | 8.31 | 9.45 | 7.85 | 12.28 | 10.43 | 6.99 | 7.46 | 8.56 | 15.97 | 12.58 | 15.43 | 25.75 | 12.42 | 8.09 | 10.55 | 7.83 | 10.28 | 13.51 | 18.55 | 11.68 | 14.80 |
| Draw Down(%) | NA | 28.61 | 28.61 | 28.61 | 28.61 | NA | NA | … | … | 28.61 | 4.71 | 16.36 | 3.94 | 11.41 | 10.50 | 5.81 | 5.70 | 7.54 | 16.40 | 11.19 | 15.31 | 39.82 | 7.57 | 8.98 | 9.01 | 6.56 | 7.89 | 18.10 | 16.34 | 11.06 | 3.59 |
| Yield(%) | 0.00 | 0.00 | 1.92 | 3.72 | 3.14 | 3.31 | 2.41 | … | … | 0.00 | 0.00 | 0.58 | 5.41 | 1.19 | 11.75 | 6.47 | 0.46 | 0.30 | 0.39 | 0.00 | 1.14 | 5.75 | 11.27 | 10.35 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.04 | 2.10 |
Data as of 11/25/2020, Common starting date is 12/01/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTACX (HIGHLAND TOTAL RETURN FUND CLASS C) |
-9.73%
Mar 2000 – Mar 2003 |
-5.53%
Feb 2004 – Feb 2009 |
-1.63%
Jun 2000 – Jun 2010 |
0.97%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTACX (HIGHLAND TOTAL RETURN FUND CLASS C) |
14.19%
Feb 2009 – Feb 2012 |
11.99%
Feb 2009 – Feb 2014 |
7.17%
Feb 2009 – Feb 2019 |
4.64%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart