Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KIFBX (SALIENT SELECT INCOME FUND CLASS B) | NA | 2.00% | 4.53% | 6.37% | 6.08% | 6.29% | NA | … | … |
Data as of 10/31/2017, Common starting date is 04/24/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KIFBX (SALIENT SELECT INCOME FUND CLASS B) | 04/24/2001 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.00 | 4.53 | 6.37 | 6.08 | 6.29 | NA | … | … | 1.56 | 11.63 | -1.75 | 16.07 | 3.76 | 18.38 | 2.31 | 25.52 | 73.52 | -41.01 | -24.78 | 14.54 | -2.73 | 10.44 | 23.07 | 7.86 | 15.18 |
| Sharpe Ratio | NA | 0.37 | 0.68 | 1.04 | 0.39 | NA | NA | … | … | 0.46 | 1.32 | -0.30 | 4.13 | 0.56 | 5.96 | 0.19 | 4.24 | 3.51 | -1.18 | -2.53 | 2.05 | -1.23 | 1.81 | 6.30 | 0.95 | 2.35 |
| Standard Deviation(%) | NA | 3.91 | 6.28 | 5.96 | 14.88 | NA | NA | … | … | 2.79 | 8.59 | 5.93 | 3.88 | 6.60 | 3.10 | 12.22 | 5.99 | 20.90 | 35.56 | 11.01 | 5.51 | 4.00 | 5.26 | 3.55 | 7.09 | 9.09 |
| Draw Down(%) | NA | 3.00 | 13.57 | 13.57 | 65.87 | NA | NA | … | … | 3.00 | 9.21 | 7.85 | 2.21 | 9.65 | 2.02 | 13.78 | 5.48 | 34.84 | 63.57 | 26.66 | 2.77 | 5.95 | 11.31 | 3.15 | 9.02 | 9.44 |
| Yield(%) | 0.00 | 2.61 | 6.49 | 6.60 | 5.95 | 6.60 | 5.86 | … | … | 0.86 | 5.35 | 10.37 | 7.77 | 7.31 | 7.17 | 7.61 | 9.22 | 13.88 | 9.09 | 6.40 | 7.63 | 6.68 | 9.25 | 8.86 | 0.00 | 0.00 |
Data as of 10/31/2017, 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 |
|---|---|---|---|---|
| KIFBX (SALIENT SELECT INCOME FUND CLASS B) |
-25.69%
Nov 2005 – Nov 2008 |
-14.69%
Nov 2003 – Nov 2008 |
4.07%
Jan 2006 – Jan 2016 |
5.80%
May 2002 – May 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIFBX (SALIENT SELECT INCOME FUND CLASS B) |
40.54%
Feb 2009 – Feb 2012 |
27.95%
Nov 2008 – Nov 2013 |
6.43%
Mar 2003 – Mar 2013 |
6.83%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart