Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBTIX (SALIENT TACTICAL PLUS FUND CLASS I) | 6.46% | 9.94% | 3.27% | 2.12% | 4.82% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/15/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBTIX (SALIENT TACTICAL PLUS FUND CLASS I) | 12/15/2014 | 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 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 9.94 | 3.27 | 2.12 | 4.82 | NA | NA | … | … | 6.46 | -2.68 | 2.83 | 3.38 | -2.03 | 6.27 | 7.15 | 7.24 | 2.56 | 8.54 | 5.68 | -2.42 | 2.98 |
| Sharpe Ratio | NA | 0.77 | 0.02 | -0.07 | 0.39 | NA | NA | … | … | 1.36 | -0.75 | -0.13 | -0.08 | -0.67 | 0.90 | 0.49 | 0.74 | 0.11 | 1.66 | 0.50 | -0.25 | 11.09 |
| Standard Deviation(%) | NA | 9.13 | 6.84 | 6.18 | 8.22 | NA | NA | … | … | 9.81 | 7.49 | 6.13 | 3.56 | 5.21 | 6.91 | 13.97 | 7.76 | 10.34 | 4.76 | 10.83 | 9.80 | 8.64 |
| Draw Down(%) | NA | 6.86 | 9.18 | 9.18 | 11.08 | NA | NA | … | … | 6.86 | 7.52 | 3.74 | 2.55 | 5.08 | 3.93 | 9.48 | 5.44 | 11.08 | 4.41 | 7.07 | 9.09 | 0.92 |
| Yield(%) | 0.00 | 2.91 | 3.46 | 3.34 | 4.80 | 3.20 | 2.40 | … | … | 0.00 | 2.74 | 3.54 | 4.17 | 6.77 | 0.00 | 6.22 | 6.02 | 3.03 | 8.69 | 4.28 | 2.12 | 0.21 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| SBTIX (SALIENT TACTICAL PLUS FUND CLASS I) |
0.45%
Jul 2022 – Jul 2025 |
0.15%
Aug 2020 – Aug 2025 |
3.66%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBTIX (SALIENT TACTICAL PLUS FUND CLASS I) |
9.38%
Aug 2017 – Aug 2020 |
8.46%
Oct 2016 – Oct 2021 |
4.85%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart