Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPTCX (SALIENT TREND FUND CLASS C) | NA | -10.05% | -12.72% | -4.62% | 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 |
|---|---|---|
| SPTCX (SALIENT TREND FUND CLASS C) | 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 (%) | -8.95 | -10.05 | -12.72 | -4.62 | NA | NA | NA | … | … | -17.23 | 4.93 | -22.43 | -1.21 | 15.50 | 13.38 |
| Sharpe Ratio | NA | -0.55 | -0.86 | -0.30 | NA | NA | NA | … | … | -1.43 | 0.33 | -1.46 | -0.08 | 0.78 | 1.03 |
| Standard Deviation(%) | NA | 17.42 | 15.55 | 16.60 | NA | NA | NA | … | … | 19.41 | 13.09 | 15.45 | 15.70 | 19.82 | 17.95 |
| Draw Down(%) | NA | 23.80 | 35.82 | 38.72 | NA | NA | NA | … | … | 23.80 | 16.57 | 26.20 | 17.25 | 20.69 | 14.38 |
| Yield(%) | 0.00 | 0.64 | 3.01 | 4.92 | 2.73 | 1.82 | 1.36 | … | … | 0.00 | 0.62 | 4.15 | 4.64 | 6.24 | 10.71 |
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 |
|---|---|---|---|---|
| SPTCX (SALIENT TREND FUND CLASS C) |
-10.76%
Mar 2015 – Mar 2018 |
-2.38%
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 |
|---|---|---|---|---|
| SPTCX (SALIENT TREND FUND CLASS C) |
5.81%
Jun 2013 – Jun 2016 |
-1.14%
Jun 2013 – Jun 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart