Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGGGX (SALIENT ADAPTIVE BALANCED FUND CLASS C) | NA | 5.39% | 0.73% | 0.75% | 1.35% | 3.09% | NA | … | … |
Data as of 08/13/2018, Common starting date is 01/14/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGGGX (SALIENT ADAPTIVE BALANCED FUND CLASS C) | 01/14/2003 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.39 | 0.73 | 0.75 | 1.35 | 3.09 | NA | … | … | -1.42 | 13.31 | -1.73 | -8.62 | 0.05 | 9.28 | 10.77 | -6.32 | 9.60 | 22.88 | -35.65 | 4.18 | 13.16 | 6.63 | 11.47 | -0.42 |
| Sharpe Ratio | NA | 0.60 | 0.02 | 0.06 | 0.08 | NA | NA | … | … | -0.44 | 1.70 | -0.26 | -0.96 | 0.01 | 1.18 | 1.31 | -0.36 | 0.67 | 1.13 | -1.26 | 0.08 | 1.09 | 0.60 | 1.20 | -0.05 |
| Standard Deviation(%) | NA | 8.84 | 8.17 | 7.66 | 14.22 | NA | NA | … | … | 8.01 | 7.50 | 7.49 | 8.96 | 6.41 | 7.81 | 8.25 | 17.67 | 14.14 | 20.21 | 28.99 | 14.98 | 9.13 | 7.50 | 8.80 | 23.20 |
| Draw Down(%) | NA | 9.08 | 13.88 | 20.32 | 40.08 | NA | NA | … | … | 9.08 | 3.56 | 7.45 | 13.06 | 8.56 | 9.40 | 8.85 | 20.22 | 12.78 | 21.15 | 44.87 | 11.78 | 9.14 | 5.43 | 6.56 | 19.18 |
| Yield(%) | 0.00 | 5.74 | 3.43 | 3.30 | 3.19 | 3.13 | 2.05 | … | … | 1.40 | 5.06 | 4.36 | 1.91 | 3.78 | 2.52 | 2.66 | 5.93 | 4.48 | 2.13 | 2.68 | 1.69 | 0.38 | 0.33 | 0.21 | 0.23 |
Data as of 08/13/2018, Common starting date is 01/14/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGGGX (SALIENT ADAPTIVE BALANCED FUND CLASS C) |
-14.32%
Feb 2006 – Feb 2009 |
-5.57%
Feb 2004 – Feb 2009 |
-1.09%
May 2007 – May 2017 |
2.15%
Apr 2003 – Apr 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGGGX (SALIENT ADAPTIVE BALANCED FUND CLASS C) |
16.52%
Feb 2009 – Feb 2012 |
12.61%
Feb 2009 – Feb 2014 |
4.66%
May 2003 – May 2013 |
3.22%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison Chart