Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SABAX (SALIENT ALTERNATIVE BETA FUND CLASS A) | 6.23% | 16.38% | 14.00% | 6.77% | 6.24% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SABAX (SALIENT ALTERNATIVE BETA FUND CLASS A) | 04/05/2013 | 06/03/2026 |
| 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 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | 16.38 | 14.00 | 6.77 | 6.24 | NA | NA | … | … | 6.23 | 12.74 | 11.89 | 15.28 | -11.41 | 11.18 | 9.35 | 18.32 | -6.96 | 43.47 | -9.92 | -1.50 |
| Sharpe Ratio | NA | 1.36 | 0.93 | 0.33 | 0.45 | NA | NA | … | … | 1.00 | 0.73 | 0.73 | 1.22 | -0.77 | 1.06 | 0.36 | 1.89 | -0.77 | NA | -0.56 | -0.14 |
| Standard Deviation(%) | NA | 10.24 | 11.78 | 12.69 | 18.85 | NA | NA | … | … | 12.10 | 13.54 | 11.34 | 9.62 | 16.80 | 10.56 | 25.05 | 8.90 | 10.92 | 0.00 | 17.65 | 14.27 |
| Draw Down(%) | NA | 7.92 | 15.85 | 19.88 | 25.40 | NA | NA | … | … | 7.92 | 14.12 | 6.10 | 7.40 | 17.04 | 7.24 | 25.40 | 4.89 | 14.55 | 0.00 | 21.86 | 14.14 |
| Yield(%) | 0.00 | 9.63 | 5.95 | 5.30 | 4.06 | 3.44 | 2.58 | … | … | 0.00 | 9.91 | 3.18 | 2.96 | 5.91 | 6.86 | 1.95 | 4.00 | 2.77 | 0.00 | 11.46 | 0.00 |
Data as of 06/03/2026, Common starting date is 04/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SABAX (SALIENT ALTERNATIVE BETA FUND CLASS A) |
2.30%
Apr 2021 – Apr 2024 |
3.46%
Dec 2017 – Dec 2022 |
6.67%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SABAX (SALIENT ALTERNATIVE BETA FUND CLASS A) |
18.56%
Nov 2017 – Nov 2020 |
14.23%
Jun 2016 – Jun 2021 |
9.95%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
