Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KIFAX (SALIENT SELECT INCOME FUND CLASS A) | 1.43% | 6.38% | 6.96% | 2.60% | 3.31% | 4.98% | 4.52% | … | … |
Data as of 06/03/2026, Common starting date is 04/24/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KIFAX (SALIENT SELECT INCOME FUND CLASS A) | 04/24/2001 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | -1.19 | 6.38 | 6.96 | 2.60 | 3.31 | 4.98 | 4.52 | … | … | 1.43 | 1.49 | 6.73 | 14.45 | -14.44 | 14.98 | -3.07 | 18.13 | -8.74 | 1.81 | 12.00 | -1.16 | 16.72 | 4.34 | 19.13 | 3.10 | 26.41 | 74.97 | -40.54 | -24.17 | 15.58 | -1.98 | 11.31 | 23.97 | 8.04 | 15.40 |
| Sharpe Ratio | NA | 0.66 | 0.55 | 0.04 | 0.13 | NA | NA | … | … | 0.42 | -0.16 | 0.43 | 1.02 | -1.43 | 2.51 | -0.08 | 3.49 | -1.60 | 0.26 | 1.37 | -0.20 | 4.33 | 0.65 | 6.25 | 0.25 | 4.42 | 3.58 | -1.16 | -2.49 | 2.15 | -1.06 | 1.96 | 6.52 | 0.95 | 2.33 |
| Standard Deviation(%) | NA | 6.05 | 8.42 | 8.93 | 14.61 | NA | NA | … | … | 6.26 | 8.53 | 7.19 | 10.65 | 11.11 | 5.97 | 40.09 | 4.77 | 6.37 | 4.48 | 8.61 | 5.90 | 3.85 | 6.61 | 3.08 | 12.19 | 5.96 | 20.91 | 35.61 | 11.00 | 5.68 | 4.01 | 5.27 | 3.56 | 7.24 | 9.25 |
| Draw Down(%) | NA | 5.53 | 13.13 | 19.19 | 45.84 | NA | NA | … | … | 4.54 | 9.23 | 5.62 | 11.36 | 19.19 | 3.72 | 45.84 | 2.29 | 12.16 | 3.03 | 9.18 | 7.49 | 2.09 | 9.53 | 2.00 | 13.70 | 5.47 | 34.75 | 63.43 | 26.14 | 2.90 | 5.83 | 11.25 | 3.10 | 9.07 | 9.48 |
| Yield(%) | 0.00 | 7.38 | 7.25 | 5.64 | 5.26 | 6.26 | 4.99 | … | … | 1.75 | 7.05 | 6.85 | 6.96 | 5.02 | 5.19 | 4.26 | 5.64 | 5.18 | 8.46 | 5.75 | 10.81 | 8.30 | 7.80 | 7.82 | 8.32 | 10.00 | 15.84 | 9.58 | 6.84 | 8.43 | 7.31 | 9.93 | 9.54 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 04/24/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIFAX (SALIENT SELECT INCOME FUND CLASS A) |
-25.07%
Nov 2005 – Nov 2008 |
-14.01%
Nov 2003 – Nov 2008 |
2.89%
May 2013 – May 2023 |
2.46%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIFAX (SALIENT SELECT INCOME FUND CLASS A) |
41.63%
Feb 2009 – Feb 2012 |
28.87%
Nov 2008 – Nov 2013 |
15.99%
Nov 2008 – Nov 2018 |
11.54%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart
