Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTEMX (SALIENT EM DIVIDEND SIGNAL FUND INSTITUTIONAL CLASS) | NA | 14.49% | -3.97% | -1.77% | 1.12% | 8.28% | 4.30% | … | … |
Data as of 03/02/2017, Common starting date is 12/28/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTEMX (SALIENT EM DIVIDEND SIGNAL FUND INSTITUTIONAL CLASS) | 12/28/1995 | 03/02/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.55 | 14.49 | -3.97 | -1.77 | 1.12 | 8.28 | 4.30 | … | … | 5.88 | 2.26 | -17.97 | -1.12 | 1.96 | 18.67 | -21.82 | 17.31 | 76.95 | -55.20 | 38.76 | 23.40 | 34.78 | 22.26 | 72.74 | 0.59 | -0.66 | -36.98 | 63.82 | -23.34 | -11.25 | 8.38 | 0.54 |
| Sharpe Ratio | NA | 1.12 | -0.39 | -0.14 | 0.03 | NA | NA | … | … | 6.47 | 0.14 | -1.43 | -0.14 | 0.16 | 1.11 | -0.87 | 0.81 | 2.42 | -1.14 | 1.53 | 1.13 | 2.80 | 1.18 | 4.88 | -0.03 | -0.15 | -2.10 | 3.33 | -1.08 | -3.64 | 0.66 | NA |
| Standard Deviation(%) | NA | 12.74 | 11.75 | 12.89 | 24.28 | NA | NA | … | … | 6.45 | 14.28 | 12.61 | 7.92 | 12.20 | 16.92 | 25.19 | 21.24 | 31.77 | 48.90 | 23.47 | 17.91 | 11.64 | 18.06 | 14.77 | 17.44 | 20.22 | 19.50 | 18.18 | 24.60 | 18.17 | 7.33 | 0.00 |
| Draw Down(%) | NA | 11.31 | 34.14 | 35.21 | 69.12 | NA | NA | … | … | 0.88 | 11.31 | 24.35 | 11.69 | 18.28 | 18.52 | 32.43 | 17.19 | 23.25 | 65.98 | 18.10 | 22.99 | 11.08 | 23.23 | 12.20 | 29.68 | 30.72 | 45.02 | 18.58 | 41.98 | 32.70 | 9.13 | 0.00 |
| Yield(%) | 0.00 | 1.84 | 1.32 | 2.58 | 7.55 | 14.78 | 7.69 | … | … | 0.00 | 1.77 | 0.53 | 2.06 | 1.46 | 8.83 | 32.53 | 18.19 | 1.48 | 1.45 | 15.68 | 0.60 | 2.11 | 2.01 | 1.00 | 0.16 | 1.17 | 0.00 | 0.00 | 0.00 | 1.14 | 1.74 | 0.22 |
Data as of 03/02/2017, Common starting date is 12/28/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTEMX (SALIENT EM DIVIDEND SIGNAL FUND INSTITUTIONAL CLASS) |
-15.81%
Mar 2000 – Mar 2003 |
-11.24%
Sep 1997 – Sep 2002 |
0.12%
Dec 2006 – Dec 2016 |
5.18%
May 1997 – May 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTEMX (SALIENT EM DIVIDEND SIGNAL FUND INSTITUTIONAL CLASS) |
48.42%
Mar 2003 – Mar 2006 |
41.37%
Oct 2002 – Oct 2007 |
17.25%
Jul 2001 – Jul 2011 |
11.48%
Sep 1998 – Sep 2013 |
Annualized Rolling Returns Comparison Chart