Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HTARX (HIGHLAND TOTAL RETURN FUND CLASS R) | NA | -1.22% | 0.30% | 5.24% | NA | NA | NA | … | … |
Data as of 12/21/2016, Common starting date is 01/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTARX (HIGHLAND TOTAL RETURN FUND CLASS R) | 01/30/2008 | 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 | -1.22 | 0.30 | 5.24 | NA | NA | NA | … | … | -2.41 | -1.04 | 3.75 | 15.36 | 10.77 | -3.63 | 9.32 | 20.76 | -25.97 |
| Sharpe Ratio | NA | -0.17 | 0.04 | 0.61 | NA | NA | NA | … | … | -0.33 | -0.10 | 0.54 | 2.05 | 1.26 | -0.23 | 0.73 | 1.34 | -1.09 |
| Standard Deviation(%) | NA | 8.23 | 8.65 | 8.44 | NA | NA | NA | … | … | 8.17 | 10.48 | 6.95 | 7.48 | 8.61 | 15.99 | 12.57 | 15.39 | 26.36 |
| Draw Down(%) | NA | 11.89 | 15.22 | 15.22 | NA | NA | NA | … | … | 11.30 | 10.46 | 5.81 | 5.68 | 7.43 | 16.22 | 11.10 | 15.22 | 39.24 |
| Yield(%) | 0.00 | 1.46 | 5.56 | 4.65 | 2.69 | 1.79 | 1.35 | … | … | 0.00 | 10.77 | 6.04 | 0.83 | 0.90 | 0.48 | 0.39 | 1.25 | 6.20 |
Data as of 12/21/2016, Common starting date is 01/30/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTARX (HIGHLAND TOTAL RETURN FUND CLASS R) |
-0.82%
Aug 2008 – Aug 2011 |
1.13%
May 2008 – May 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTARX (HIGHLAND TOTAL RETURN FUND CLASS R) |
14.73%
Feb 2009 – Feb 2012 |
12.58%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart