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KIRCX: SALIENT INTERNATIONAL REAL ESTATE FUND CLASS C (MUTUAL FUND)
Basic Info
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: | (40%) |
| Start Date: | 05/05/2006 |
| Last Dividend Date: | 02/19/2025 |
| 12-Mo. Yield | 103.12% |
| Expenses | 2.05% |
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Performance Analytics (As of 02/20/2025)
Not up-to-date? Try| Last 1 Week* | 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 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 879756.7 | 906632.9 | 1882.4 | 501.0 | 148.6 | 89.7 | 63.7 | 872807.2 | -1.2 | 10.9 | -22.3 | 21.0 | -10.8 | 20.2 | -11.5 | 20.7 | -4.0 | -4.6 | 0.8 | -4.2 | 53.1 | -15.3 | 17.3 | 35.1 | -51.9 | -4.4 | 21.5 |
| Sharpe Ratio | NA | 996.25 | 3.57 | 1.23 | 0.51 | NA | 0.3 | -1.63 | -0.35 | 0.46 | -1.21 | 1.81 | -0.3 | 2.16 | -1.13 | 2.55 | -0.24 | -0.41 | 0.09 | -0.41 | 4.46 | -0.68 | 1.1 | 1.13 | -1.14 | -0.36 | 2.6 |
| Draw Down(%) | NA | 10.7 | 29.6 | 41.8 | 42.3 | NA | 71.4 | 1.6 | 10.7 | 17.4 | 30.4 | 6.5 | 42.3 | 5.2 | 18.7 | 4.0 | 12.9 | 16.1 | 10.3 | 15.4 | 6.6 | 30.3 | 15.4 | 34.9 | 62.7 | 19.2 | 10.9 |
| Standard Deviation(%) | NA | 910.0 | 526.0 | 407.2 | 288.0 | NA | 210.6 | 2509.7 | 14.0 | 15.8 | 19.7 | 11.6 | 37.2 | 8.7 | 11.4 | 7.9 | 17.0 | 11.4 | 8.4 | 10.4 | 12.0 | 22.6 | 15.7 | 31.0 | 46.1 | 21.1 | 12.0 |
| Treynor Ratio | NA | -2.26 | -0.02 | -0.01 | -0.01 | NA | -0.01 | -3860076727617782000000000.0 | -0.06 | 0.08 | -0.29 | 0.27 | -0.11 | 0.27 | -0.16 | 0.28 | -0.06 | -0.1 | 0.02 | -0.1 | 1.42 | -0.25 | 0.31 | 0.44 | -0.55 | -0.09 | 0.55 |
| Alpha | NA | 3471.8 | 1140.83 | 691.42 | 348.35 | NA | 186.29 | 33067.81 | 0.03 | 0.02 | -0.02 | 0.05 | 0.0 | 0.02 | -0.02 | 0.03 | -0.02 | -0.01 | 0.0 | -0.02 | 0.12 | -0.03 | 0.02 | 0.02 | -0.01 | 0.01 | 0.1 |
| Beta | NA | -4007.48 | -844.68 | -375.24 | -271.74 | NA | -95.12 | -41969.35 | 0.8 | 0.89 | 0.82 | 0.78 | 1.04 | 0.69 | 0.79 | 0.73 | 0.71 | 0.49 | 0.4 | 0.43 | 0.38 | 0.6 | 0.55 | 0.79 | 0.97 | 0.83 | 0.57 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.05 | 0.66 | 0.76 | 0.78 | 0.63 | 0.76 | 0.46 | 0.67 | 0.5 | 0.53 | 0.46 | 0.27 | 0.39 | 0.22 | 0.54 | 0.63 | 0.75 | 0.75 | 0.75 | 0.01 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 100.2 | 1.5 | 1.7 | 1.4 | 2.5 | 0.7 | 1.7 | 5.6 | 7.0 | 0.7 | 3.2 | 6.9 | 5.0 | 10.4 | 8.7 | 12.5 | 13.1 | 0.7 | 5.1 | 2.9 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6166.5 | -3.5 | -2.6 | -34.2 | 198.1 | -47.3 | -75.5 | -9.3 | 842.7 | -79.6 | -56.2 | 23.1 | -31.9 | -9.3 | -28.5 | 10.7 | 890.0 | -88.2 | 109.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/03/2006
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