Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KRECX (SALIENT REAL ESTATE FUND CLASS C) | NA | -13.81% | -3.48% | 2.39% | 1.33% | 4.91% | NA | … | … |
Data as of 08/13/2018, Common starting date is 01/02/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KRECX (SALIENT REAL ESTATE FUND CLASS C) | 01/02/2003 | 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 (%) | -7.91 | -13.81 | -3.48 | 2.39 | 1.33 | 4.91 | NA | … | … | -12.74 | -8.96 | -14.43 | -18.52 | 18.40 | -1.73 | 17.85 | 3.00 | 23.01 | 12.65 | -46.24 | -27.65 | 22.60 | -1.28 | 21.61 | 28.28 |
| Sharpe Ratio | NA | -2.56 | -1.80 | -1.55 | -0.70 | NA | NA | … | … | -2.18 | -2.66 | -1.73 | -1.42 | -0.01 | -1.41 | -0.05 | -0.51 | 0.17 | -0.09 | -0.87 | -1.85 | 0.02 | -1.22 | 0.12 | 0.97 |
| Standard Deviation(%) | NA | 14.42 | 23.26 | 19.95 | 35.95 | NA | NA | … | … | 16.55 | 10.63 | 28.00 | 26.09 | 12.30 | 14.39 | 13.40 | 30.36 | 26.34 | 65.02 | 75.08 | 26.96 | 16.63 | 18.28 | 16.72 | 9.31 |
| Draw Down(%) | NA | 20.35 | 47.33 | 49.79 | 68.95 | NA | NA | … | … | 14.68 | 12.41 | 25.53 | 26.94 | 8.00 | 17.35 | 8.34 | 25.34 | 15.53 | 40.58 | 66.65 | 36.03 | 12.36 | 13.28 | 17.21 | 4.35 |
| Yield(%) | 0.00 | 5.10 | 14.35 | 12.06 | 6.12 | 8.93 | 7.74 | … | … | 0.43 | 5.15 | 25.43 | 18.35 | 9.06 | 3.48 | 0.18 | 0.21 | 1.63 | 1.52 | 1.83 | 11.04 | 11.17 | 13.17 | 6.83 | 4.98 |
Data as of 08/13/2018, Common starting date is 01/02/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KRECX (SALIENT REAL ESTATE FUND CLASS C) |
-28.18%
Mar 2006 – Mar 2009 |
-11.36%
Mar 2004 – Mar 2009 |
0.20%
May 2007 – May 2017 |
5.39%
Jul 2003 – Jul 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KRECX (SALIENT REAL ESTATE FUND CLASS C) |
33.01%
Mar 2009 – Mar 2012 |
23.42%
Feb 2009 – Feb 2014 |
8.10%
Apr 2003 – Apr 2013 |
5.83%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart