Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPTAX (SALIENT TREND FUND CLASS A) | NA | -9.42% | -12.09% | -3.91% | NA | NA | NA | … | … |
Data as of 08/13/2018, Common starting date is 04/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPTAX (SALIENT TREND FUND CLASS A) | 04/05/2013 | 08/13/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.99 | -9.42 | -12.09 | -3.91 | NA | NA | NA | … | … | -16.99 | 5.93 | -21.95 | -0.52 | 16.45 | 14.06 |
| Sharpe Ratio | NA | -0.51 | -0.82 | -0.26 | NA | NA | NA | … | … | -1.41 | 0.40 | -1.42 | -0.03 | 0.83 | 1.08 |
| Standard Deviation(%) | NA | 17.39 | 15.55 | 16.61 | NA | NA | NA | … | … | 19.32 | 13.15 | 15.52 | 15.71 | 19.84 | 17.91 |
| Draw Down(%) | NA | 23.54 | 34.62 | 37.21 | NA | NA | NA | … | … | 23.54 | 16.43 | 25.65 | 16.92 | 20.67 | 14.36 |
| Yield(%) | 0.00 | 2.09 | 3.73 | 5.43 | 3.01 | 2.01 | 1.51 | … | … | 0.00 | 2.04 | 5.14 | 4.92 | 6.21 | 10.91 |
Data as of 08/13/2018, 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 |
|---|---|---|---|---|
| SPTAX (SALIENT TREND FUND CLASS A) |
-10.12%
Mar 2015 – Mar 2018 |
-1.65%
Jul 2013 – Jul 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPTAX (SALIENT TREND FUND CLASS A) |
6.63%
Jun 2013 – Jun 2016 |
-0.41%
Jun 2013 – Jun 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart