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FTGWX: SALIENT TACTICAL GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 30.5 0.74(2.37%) June 05
| Asset Class: | Long/Short Equity |
| MyPlanIQ Rating: | (16%) |
| Start Date: | 09/15/2009 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 1.69% |
| Expenses | 1.75% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.8 | 7.1 | 17.4 | 8.2 | 2.3 | 4.3 | 3.7 | 3.7 | 9.1 | 6.6 | 2.3 | -10.5 | 4.2 | 4.4 | 10.7 | -4.8 | 10.6 | 3.9 | -1.5 | 2.3 | 15.8 | 5.1 | -5.0 | 2.7 | 1.5 |
| Sharpe Ratio | NA | 1.49 | 1.7 | 0.76 | -0.04 | 0.38 | NA | 0.37 | 0.92 | 0.48 | -0.51 | -2.74 | 0.53 | 0.37 | 1.63 | -0.79 | 2.64 | 0.49 | -0.2 | 0.35 | 2.4 | 0.75 | -0.62 | 0.32 | 0.5 |
| Draw Down(%) | NA | 4.8 | 4.8 | 5.1 | 16.4 | 16.4 | NA | 16.4 | 4.9 | 3.6 | 2.3 | 10.9 | 6.3 | 7.4 | 4.2 | 9.6 | 1.6 | 4.3 | 6.8 | 4.2 | 3.5 | 4.9 | 10.4 | 9.5 | 3.8 |
| Standard Deviation(%) | NA | 9.9 | 8.7 | 6.6 | 6.1 | 6.9 | NA | 7.2 | 6.9 | 6.1 | 2.8 | 4.4 | 7.9 | 11.1 | 5.7 | 7.9 | 3.8 | 7.5 | 8.1 | 6.6 | 6.6 | 6.8 | 8.2 | 8.1 | 10.4 |
| Treynor Ratio | NA | 0.29 | 0.27 | 0.16 | -0.01 | 0.11 | NA | 0.09 | 0.24 | 0.07 | -0.1 | -1.83 | 0.08 | 0.24 | 0.26 | -0.16 | 0.19 | 0.09 | -0.03 | 0.04 | 0.28 | 0.11 | -0.24 | 0.07 | 0.09 |
| Alpha | NA | 0.02 | 0.01 | 0.0 | -0.01 | 0.0 | NA | 0.0 | 0.01 | -0.02 | -0.02 | -0.04 | -0.04 | 0.0 | 0.0 | -0.02 | 0.0 | 0.0 | -0.01 | -0.02 | 0.0 | -0.01 | -0.02 | -0.01 | -0.03 |
| Beta | NA | 0.51 | 0.54 | 0.31 | 0.21 | 0.24 | NA | 0.29 | 0.26 | 0.42 | 0.14 | 0.07 | 0.52 | 0.17 | 0.35 | 0.39 | 0.53 | 0.41 | 0.49 | 0.54 | 0.56 | 0.46 | 0.21 | 0.37 | 0.58 |
| RSquared | NA | 0.52 | 0.59 | 0.5 | 0.35 | 0.4 | NA | 0.47 | 0.5 | 0.75 | 0.4 | 0.13 | 0.77 | 0.29 | 0.6 | 0.73 | 0.87 | 0.51 | 0.88 | 0.87 | 0.89 | 0.74 | 0.35 | 0.67 | 0.82 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 1.7 | 3.2 | 3.8 | 0.0 | 0.0 | 0.1 | 5.1 | 2.5 | 6.8 | 0.3 | 0.5 | 4.3 | 10.6 | 3.4 | 0.5 | 0.1 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -46.1 | -17.7 | N/A | N/A | -100.0 | -97.8 | 92.3 | -62.3 | 2438.0 | -45.0 | -88.6 | -58.5 | 222.8 | 536.1 | 280.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/14/2009
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