Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NRSZX (NexPoint Real Estate Strategies Fund Cla) | -6.41% | -3.19% | -3.94% | 1.91% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/22/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NRSZX (NexPoint Real Estate Strategies Fund Cla) | 07/22/2016 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | -3.19 | -3.94 | 1.91 | NA | NA | NA | … | … | -6.41 | -2.33 | 0.89 | -6.80 | 4.59 | 41.00 | -13.45 | 14.02 | -2.17 | 11.11 | 4.28 |
| Sharpe Ratio | NA | -0.64 | -1.01 | -0.02 | NA | NA | NA | … | … | -1.76 | -0.69 | -0.50 | -1.78 | 0.30 | 3.89 | -0.52 | 1.91 | -0.40 | 1.44 | 1.51 |
| Standard Deviation(%) | NA | 8.79 | 6.88 | 8.41 | NA | NA | NA | … | … | 9.95 | 7.61 | 5.41 | 5.92 | 10.54 | 10.55 | 26.01 | 6.56 | 9.00 | 7.31 | 6.36 |
| Draw Down(%) | NA | 9.05 | 14.81 | 22.79 | NA | NA | NA | … | … | 9.05 | 10.43 | 5.51 | 12.01 | 10.73 | 3.76 | 38.57 | 5.62 | 11.97 | 8.31 | 4.20 |
| Yield(%) | 0.00 | 9.02 | 7.41 | 8.08 | 7.10 | 4.73 | 3.55 | … | … | 3.37 | 8.97 | 8.29 | 7.19 | 7.04 | 9.06 | 7.18 | 7.59 | 6.43 | 9.06 | 1.05 |
Data as of 06/04/2026, Common starting date is 07/22/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRSZX (NexPoint Real Estate Strategies Fund Cla) |
-7.41%
Jul 2022 – Jul 2025 |
2.36%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRSZX (NexPoint Real Estate Strategies Fund Cla) |
22.70%
Mar 2020 – Mar 2023 |
12.07%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart