Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRPFX (SALIENT ADAPTIVE GROWTH FUND CLASS I) | NA | -12.59% | -1.01% | 2.21% | NA | NA | NA | … | … |
Data as of 08/13/2018, Common starting date is 07/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRPFX (SALIENT ADAPTIVE GROWTH FUND CLASS I) | 07/12/2012 | 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -17.12 | -12.59 | -1.01 | 2.21 | NA | NA | NA | … | … | -20.33 | 17.17 | 14.29 | -10.88 | 13.99 | -4.59 | 1.91 |
| Sharpe Ratio | NA | -0.51 | -0.08 | 0.11 | NA | NA | NA | … | … | -1.23 | 2.20 | 1.12 | -0.81 | 1.18 | -0.30 | 0.53 |
| Standard Deviation(%) | NA | 25.20 | 19.00 | 17.84 | NA | NA | NA | … | … | 26.03 | 7.56 | 12.57 | 13.50 | 11.80 | 15.40 | 7.70 |
| Draw Down(%) | NA | 23.10 | 23.10 | 23.40 | NA | NA | NA | … | … | 23.10 | 4.52 | 10.15 | 20.52 | 10.56 | 22.78 | 3.82 |
| Yield(%) | 0.00 | 11.87 | 11.61 | 10.51 | 4.98 | 3.32 | 2.49 | … | … | 0.00 | 12.71 | 17.49 | 11.02 | 13.65 | 5.94 | 0.31 |
Data as of 08/13/2018, Common starting date is 07/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRPFX (SALIENT ADAPTIVE GROWTH FUND CLASS I) |
-1.61%
Feb 2013 – Feb 2016 |
3.48%
Apr 2013 – Apr 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRPFX (SALIENT ADAPTIVE GROWTH FUND CLASS I) |
9.40%
Jun 2013 – Jun 2016 |
7.10%
Jun 2013 – Jun 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
