Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KSRCX (SALIENT TACTICAL REAL ESTATE FUND CLASS C) | NA | 1.40% | 4.41% | 5.97% | 3.74% | 4.61% | NA | … | … |
Data as of 08/22/2018, Common starting date is 09/16/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KSRCX (SALIENT TACTICAL REAL ESTATE FUND CLASS C) | 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 | 1.40 | 4.41 | 5.97 | 3.74 | 4.61 | NA | … | … | 1.03 | -5.19 | 14.61 | -2.31 | 23.22 | 1.73 | 22.31 | 0.04 | 32.35 | 47.02 | -59.09 | -22.36 | 28.50 | 3.97 | 26.75 | 30.85 | 3.38 | 29.11 | 26.12 | 21.99 |
| Sharpe Ratio | NA | 0.03 | 0.22 | 0.50 | 0.12 | NA | NA | … | … | 0.03 | -0.63 | 1.07 | -0.20 | 2.63 | 0.13 | 2.00 | 0.00 | 1.55 | 0.90 | -0.95 | -1.10 | 1.55 | 0.13 | 1.77 | 3.78 | 0.20 | 3.13 | 2.03 | 7.09 |
| Standard Deviation(%) | NA | 10.25 | 11.85 | 11.19 | 29.01 | NA | NA | … | … | 11.52 | 9.32 | 13.40 | 11.67 | 8.81 | 12.81 | 11.21 | 28.15 | 20.75 | 52.18 | 63.21 | 23.26 | 16.32 | 13.86 | 14.61 | 7.98 | 11.52 | 8.71 | 10.89 | 13.17 |
| Draw Down(%) | NA | 14.23 | 17.38 | 20.59 | 72.29 | NA | NA | … | … | 11.21 | 8.14 | 13.66 | 12.96 | 6.67 | 14.75 | 6.97 | 25.20 | 12.62 | 37.32 | 73.45 | 31.90 | 9.35 | 12.39 | 19.07 | 4.42 | 15.93 | 9.84 | 9.38 | 4.10 |
| Yield(%) | 0.00 | 2.51 | 1.93 | 1.62 | 1.84 | 5.52 | 9.40 | … | … | 0.59 | 2.32 | 1.63 | 0.77 | 0.44 | 0.95 | 1.68 | 1.47 | 5.19 | 5.20 | 5.19 | 14.16 | 11.85 | 13.43 | 13.13 | 9.78 | 9.39 | 10.72 | 10.71 | 3.50 |
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 |
|---|---|---|---|---|
| KSRCX (SALIENT TACTICAL REAL ESTATE FUND CLASS C) |
-34.89%
Feb 2006 – Feb 2009 |
-18.27%
Mar 2004 – Mar 2009 |
-0.31%
May 2007 – May 2017 |
4.34%
Jul 2003 – Jul 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KSRCX (SALIENT TACTICAL REAL ESTATE FUND CLASS C) |
43.08%
Feb 2009 – Feb 2012 |
29.28%
Feb 2009 – Feb 2014 |
6.93%
Mar 2000 – Mar 2010 |
9.41%
Oct 1999 – Oct 2014 |
Annualized Rolling Returns Comparison Chart