Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPTIX (SALIENT TREND FUND CLASS I) | NA | -17.78% | -14.74% | -7.51% | NA | NA | NA | … | … |
Data as of 08/13/2018, Common starting date is 01/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPTIX (SALIENT TREND FUND CLASS I) | 01/03/2013 | 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 (%) | -17.67 | -17.78 | -14.74 | -7.51 | NA | NA | NA | … | … | -24.53 | 6.02 | -21.58 | -0.33 | 16.75 | 5.79 |
| Sharpe Ratio | NA | -0.71 | -0.83 | -0.42 | NA | NA | NA | … | … | -1.30 | 0.41 | -1.41 | -0.02 | 0.84 | 0.29 |
| Standard Deviation(%) | NA | 24.38 | 18.39 | 18.86 | NA | NA | NA | … | … | 29.10 | 13.08 | 15.44 | 15.75 | 19.84 | 20.19 |
| Draw Down(%) | NA | 30.56 | 40.28 | 42.53 | NA | NA | NA | … | … | 30.56 | 16.29 | 25.45 | 16.74 | 20.62 | 14.34 |
| Yield(%) | 0.00 | 2.45 | 3.94 | 3.60 | 2.05 | 1.37 | 1.03 | … | … | 0.00 | 2.39 | 5.38 | 5.11 | 6.22 | 0.00 |
Data as of 08/13/2018, Common starting date is 01/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPTIX (SALIENT TREND FUND CLASS I) |
-9.88%
Mar 2015 – Mar 2018 |
-3.42%
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 |
|---|---|---|---|---|
| SPTIX (SALIENT TREND FUND CLASS I) |
6.53%
Feb 2013 – Feb 2016 |
-1.18%
Feb 2013 – Feb 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart