Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XHGLX (Highland Global Allocation Fund) | -1.82% | -1.00% | 2.11% | 5.24% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/15/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XHGLX (Highland Global Allocation Fund) | 02/15/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.34 | -1.00 | 2.11 | 5.24 | NA | NA | NA | … | … | -1.82 | -7.63 | 12.97 | 21.97 | 3.86 | 38.90 | -45.08 | -21.15 |
| Sharpe Ratio | NA | -0.09 | -0.04 | 0.12 | NA | NA | NA | … | … | -0.38 | -0.45 | 0.56 | 0.37 | 0.09 | 2.09 | -0.77 | -2.04 |
| Standard Deviation(%) | NA | 23.19 | 16.29 | 27.92 | NA | NA | NA | … | … | 12.41 | 23.65 | 11.49 | 47.99 | 26.85 | 18.64 | 58.69 | 12.36 |
| Draw Down(%) | NA | 22.49 | 22.49 | 23.05 | NA | NA | NA | … | … | 9.52 | 18.55 | 4.48 | 23.05 | 19.63 | 14.56 | 67.22 | 24.66 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 02/15/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHGLX (Highland Global Allocation Fund) |
-13.31%
Mar 2019 – Mar 2022 |
-5.35%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHGLX (Highland Global Allocation Fund) |
30.89%
Apr 2020 – Apr 2023 |
23.05%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart