Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMFPX (SALIENT MLP & ENERGY INFRASTRUCTURE FUND CLASS C) | 19.53% | 20.54% | 23.44% | 16.82% | 8.62% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/10/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMFPX (SALIENT MLP & ENERGY INFRASTRUCTURE FUND CLASS C) | 01/10/2013 | 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 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.57 | 20.54 | 23.44 | 16.82 | 8.62 | NA | NA | … | … | 19.53 | 4.16 | 36.43 | 13.08 | 16.00 | 22.89 | -18.09 | 15.15 | -18.89 | -7.68 | 40.68 | -44.49 | 4.85 | 21.61 |
| Sharpe Ratio | NA | 1.31 | 1.28 | 0.72 | 0.30 | NA | NA | … | … | 2.92 | 0.06 | 2.39 | 0.59 | 0.52 | 1.00 | -0.36 | 0.94 | -0.99 | -0.53 | 1.14 | -1.38 | 0.24 | 2.04 |
| Standard Deviation(%) | NA | 13.95 | 16.68 | 20.13 | 24.38 | NA | NA | … | … | 15.51 | 20.83 | 13.73 | 16.03 | 27.99 | 22.77 | 50.33 | 14.55 | 20.63 | 15.66 | 35.45 | 32.19 | 20.44 | 10.93 |
| Draw Down(%) | NA | 6.65 | 17.70 | 21.32 | 61.62 | NA | NA | … | … | 6.23 | 17.70 | 9.61 | 11.13 | 21.32 | 14.57 | 55.46 | 12.77 | 27.08 | 17.89 | 29.62 | 54.37 | 25.02 | 7.20 |
| Yield(%) | 0.00 | 2.52 | 4.79 | 4.57 | 3.90 | 2.56 | 1.92 | … | … | 0.82 | 3.39 | 4.67 | 5.29 | 3.60 | 4.68 | 3.44 | 3.97 | 3.91 | 4.46 | 6.95 | 3.64 | 0.93 | 0.00 |
Data as of 06/03/2026, Common starting date is 01/10/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMFPX (SALIENT MLP & ENERGY INFRASTRUCTURE FUND CLASS C) |
-20.83%
Mar 2017 – Mar 2020 |
-17.38%
Mar 2015 – Mar 2020 |
-1.00%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMFPX (SALIENT MLP & ENERGY INFRASTRUCTURE FUND CLASS C) |
26.52%
Mar 2020 – Mar 2023 |
26.97%
Mar 2020 – Mar 2025 |
11.97%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart