Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBTCX (SALIENT TACTICAL PLUS FUND CLASS C) | NA | 1.52% | -1.66% | 0.19% | 2.49% | NA | NA | … | … |
Data as of 02/10/2025, Common starting date is 12/15/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBTCX (SALIENT TACTICAL PLUS FUND CLASS C) | 12/15/2014 | 02/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.39 | 1.52 | -1.66 | 0.19 | 2.49 | NA | NA | … | … | -0.39 | 1.82 | 2.28 | -10.15 | 5.10 | 6.13 | 6.15 | 1.50 | 7.48 | 4.73 | -3.35 | 2.98 |
| Sharpe Ratio | NA | -0.33 | -0.70 | -0.19 | 0.14 | NA | NA | … | … | -2.77 | -0.29 | -0.39 | -1.25 | 0.72 | 0.42 | 0.61 | 0.01 | 1.46 | 0.43 | -0.35 | 11.16 |
| Standard Deviation(%) | NA | 6.17 | 6.68 | 8.64 | 8.71 | NA | NA | … | … | 2.44 | 6.11 | 3.58 | 9.28 | 7.05 | 13.99 | 7.73 | 10.31 | 4.70 | 10.55 | 9.76 | 8.59 |
| Draw Down(%) | NA | 3.73 | 10.90 | 14.36 | 14.36 | NA | NA | … | … | 0.78 | 3.73 | 2.69 | 10.30 | 4.00 | 9.59 | 5.53 | 11.22 | 4.59 | 7.49 | 9.60 | 0.92 |
| Yield(%) | 0.00 | 2.60 | 1.81 | 2.36 | 3.53 | 2.32 | 1.74 | … | … | 0.00 | 2.60 | 3.35 | 0.00 | 0.00 | 6.52 | 5.24 | 3.07 | 8.87 | 4.33 | 2.12 | 0.21 |
Data as of 02/10/2025, Common starting date is 12/15/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBTCX (SALIENT TACTICAL PLUS FUND CLASS C) |
-2.64%
Oct 2021 – Oct 2024 |
0.17%
Jan 2018 – Jan 2023 |
2.59%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBTCX (SALIENT TACTICAL PLUS FUND CLASS C) |
8.31%
Aug 2017 – Aug 2020 |
7.40%
Oct 2016 – Oct 2021 |
2.59%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart