Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HTXCX (HIGHLAND TAX-EXEMPT FUND CLASS C) | NA | 2.71% | 0.52% | 1.35% | 2.29% | 1.93% | NA | … | … |
Data as of 05/17/2019, Common starting date is 10/22/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTXCX (HIGHLAND TAX-EXEMPT FUND CLASS C) | 10/22/1999 | 05/17/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 2.71 | 0.52 | 1.35 | 2.29 | 1.93 | NA | … | … | 1.25 | 0.01 | 3.65 | -1.46 | 1.37 | 6.88 | -4.31 | 4.00 | 8.18 | 0.13 | 8.68 | -0.69 | 1.90 | -0.02 | -2.58 | -1.31 | 0.58 | 5.68 | 3.08 | 9.07 | 0.83 |
| Sharpe Ratio | NA | 0.23 | -0.11 | 0.28 | 0.74 | NA | NA | … | … | 0.20 | -1.02 | 1.65 | -0.90 | 0.74 | 3.58 | -1.45 | 1.62 | 3.26 | 0.02 | 2.94 | -0.36 | -0.59 | -2.07 | -2.41 | -0.65 | -0.03 | 1.50 | 0.32 | 2.58 | 0.37 |
| Standard Deviation(%) | NA | 5.23 | 3.36 | 2.82 | 2.70 | NA | NA | … | … | 8.39 | 1.29 | 1.83 | 1.84 | 1.81 | 1.92 | 3.01 | 2.45 | 2.50 | 2.55 | 2.92 | 4.51 | 1.90 | 1.61 | 1.97 | 3.46 | 3.41 | 3.05 | 2.41 | 1.95 | 2.45 |
| Draw Down(%) | NA | 3.59 | 4.56 | 4.56 | 8.14 | NA | NA | … | … | 3.59 | 1.83 | 1.55 | 4.56 | 3.09 | 1.19 | 7.69 | 2.38 | 2.28 | 5.21 | 1.96 | 7.84 | 1.82 | 2.73 | 3.73 | 6.52 | 6.21 | 4.01 | 4.21 | 2.29 | 1.20 |
| Yield(%) | 0.00 | 5.72 | 3.57 | 3.47 | 2.94 | 2.45 | 2.38 | … | … | 4.53 | 1.69 | 4.32 | 1.05 | 4.25 | 3.03 | 1.81 | 1.82 | 2.10 | 2.50 | 2.89 | 2.90 | 3.15 | 1.09 | 0.00 | 0.00 | 0.00 | 0.00 | 3.26 | 4.10 | 1.01 |
Data as of 05/17/2019, Common starting date is 10/22/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTXCX (HIGHLAND TAX-EXEMPT FUND CLASS C) |
-2.47%
Jun 2003 – Jun 2006 |
-0.93%
Sep 2003 – Sep 2008 |
1.23%
Jun 2003 – Jun 2013 |
1.37%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTXCX (HIGHLAND TAX-EXEMPT FUND CLASS C) |
6.59%
May 2000 – May 2003 |
4.40%
Feb 2008 – Feb 2013 |
3.03%
Jun 2006 – Jun 2016 |
2.71%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart