Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KSRAX (SALIENT TACTICAL REAL ESTATE FUND CLASS A) | NA | 2.19% | 5.01% | 6.57% | 4.41% | 5.32% | NA | … | … |
Data as of 08/22/2018, Common starting date is 09/16/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KSRAX (SALIENT TACTICAL REAL ESTATE FUND CLASS A) | 09/16/1999 | 08/22/2018 |
| 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 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.77 | 2.19 | 5.01 | 6.57 | 4.41 | 5.32 | NA | … | … | 1.59 | -4.67 | 15.09 | -1.78 | 23.94 | 2.31 | 23.07 | 0.82 | 33.35 | 48.17 | -58.79 | -21.81 | 29.46 | 4.76 | 27.72 | 31.81 | 4.14 | 30.15 | 27.05 | 22.19 |
| Sharpe Ratio | NA | 0.11 | 0.27 | 0.56 | 0.14 | NA | NA | … | … | 0.11 | -0.57 | 1.11 | -0.16 | 2.72 | 0.18 | 2.07 | 0.03 | 1.60 | 0.92 | -0.94 | -1.07 | 1.60 | 0.19 | 1.83 | 3.89 | 0.26 | 3.24 | 2.07 | 7.16 |
| Standard Deviation(%) | NA | 10.26 | 11.85 | 11.19 | 29.02 | NA | NA | … | … | 11.53 | 9.33 | 13.40 | 11.66 | 8.79 | 12.82 | 11.23 | 28.15 | 20.73 | 52.16 | 63.26 | 23.26 | 16.43 | 13.88 | 14.62 | 8.00 | 11.52 | 8.73 | 11.08 | 13.19 |
| Draw Down(%) | NA | 14.05 | 16.88 | 20.16 | 72.19 | NA | NA | … | … | 11.16 | 7.85 | 13.59 | 12.67 | 6.66 | 14.65 | 6.91 | 25.05 | 12.48 | 37.24 | 73.36 | 31.46 | 9.43 | 12.27 | 19.00 | 4.31 | 15.74 | 9.78 | 9.35 | 4.07 |
| Yield(%) | 0.00 | 3.07 | 2.47 | 2.22 | 2.37 | 6.04 | 10.28 | … | … | 0.87 | 2.86 | 2.05 | 1.17 | 1.07 | 1.46 | 2.39 | 2.21 | 6.04 | 7.06 | 5.75 | 14.73 | 12.55 | 14.04 | 13.81 | 10.48 | 10.02 | 11.49 | 11.30 | 3.57 |
Data as of 08/22/2018, Common starting date is 09/16/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KSRAX (SALIENT TACTICAL REAL ESTATE FUND CLASS A) |
-34.42%
Feb 2006 – Feb 2009 |
-17.67%
Mar 2004 – Mar 2009 |
0.33%
May 2007 – May 2017 |
5.05%
Jul 2003 – Jul 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KSRAX (SALIENT TACTICAL REAL ESTATE FUND CLASS A) |
44.18%
Feb 2009 – Feb 2012 |
30.19%
Feb 2009 – Feb 2014 |
7.74%
Mar 2000 – Mar 2010 |
10.20%
Oct 1999 – Oct 2014 |
Annualized Rolling Returns Comparison Chart