Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KREAX (SALIENT REAL ESTATE FUND CLASS A) | NA | -13.35% | -3.14% | 2.83% | 3.05% | 6.37% | NA | … | … |
Data as of 08/13/2018, Common starting date is 01/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KREAX (SALIENT REAL ESTATE FUND CLASS A) | 01/03/2003 | 08/13/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.10 | -13.35 | -3.14 | 2.83 | 3.05 | 6.37 | NA | … | … | -11.95 | -3.30 | 5.77 | 0.87 | 28.29 | 2.44 | 18.83 | 4.02 | 25.50 | 29.38 | -44.58 | -16.55 | 34.53 | 12.58 | 30.01 | 35.22 |
| Sharpe Ratio | NA | -0.92 | -0.16 | 0.13 | 0.08 | NA | NA | … | … | -1.19 | -0.38 | 0.16 | 0.05 | 2.72 | 0.17 | 1.42 | 0.13 | 0.97 | 0.47 | -0.60 | -0.77 | 1.71 | 0.70 | 1.78 | 3.80 |
| Standard Deviation(%) | NA | 14.34 | 22.98 | 19.50 | 35.44 | NA | NA | … | … | 16.78 | 10.30 | 34.25 | 15.94 | 10.40 | 14.17 | 13.34 | 30.30 | 26.26 | 62.89 | 75.10 | 25.54 | 18.31 | 14.81 | 16.31 | 9.17 |
| Draw Down(%) | NA | 16.42 | 35.12 | 35.12 | 68.43 | NA | NA | … | … | 14.61 | 7.98 | 22.88 | 15.91 | 7.75 | 15.66 | 8.26 | 25.16 | 15.24 | 40.50 | 66.24 | 27.50 | 10.21 | 11.43 | 17.13 | 3.38 |
| Yield(%) | 0.00 | 5.72 | 14.76 | 12.57 | 3.27 | 7.07 | 6.17 | … | … | 0.72 | 5.78 | 25.79 | 18.98 | 9.69 | 4.01 | 0.92 | 0.87 | 2.51 | 2.05 | 2.48 | 11.68 | 11.95 | 13.87 | 7.52 | 5.58 |
Data as of 08/13/2018, Common starting date is 01/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KREAX (SALIENT REAL ESTATE FUND CLASS A) |
-27.65%
Mar 2006 – Mar 2009 |
-10.69%
Mar 2004 – Mar 2009 |
1.92%
May 2007 – May 2017 |
6.87%
Jul 2003 – Jul 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KREAX (SALIENT REAL ESTATE FUND CLASS A) |
39.09%
Mar 2009 – Mar 2012 |
27.09%
Feb 2009 – Feb 2014 |
10.14%
Apr 2003 – Apr 2013 |
7.32%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart