Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HDFAX (HIGHLAND DIVIDEND EQUITY FUND CLASS A) | NA | -10.94% | -3.56% | 5.06% | NA | NA | NA | … | … |
Data as of 12/21/2016, Common starting date is 12/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HDFAX (HIGHLAND DIVIDEND EQUITY FUND CLASS A) | 12/01/2011 | 12/21/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.94 | -3.56 | 5.06 | NA | NA | NA | … | … | -12.10 | -2.73 | 3.98 | 26.61 | 12.25 | 3.24 |
| Sharpe Ratio | NA | -1.59 | -0.31 | 0.44 | NA | NA | NA | … | … | -1.90 | -0.18 | 0.38 | 2.21 | 1.16 | 3.08 |
| Standard Deviation(%) | NA | 7.03 | 11.32 | 11.37 | NA | NA | NA | … | … | 6.64 | 15.25 | 10.40 | 12.05 | 10.59 | 16.04 |
| Draw Down(%) | NA | 13.54 | 16.82 | 16.82 | NA | NA | NA | … | … | 12.10 | 14.34 | 9.55 | 5.00 | 8.01 | 2.81 |
| Yield(%) | 0.00 | 1.01 | 9.80 | 9.16 | 4.67 | 3.11 | 2.33 | … | … | 1.01 | 24.03 | 4.64 | 3.05 | 2.27 | 0.00 |
Data as of 12/21/2016, Common starting date is 12/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDFAX (HIGHLAND DIVIDEND EQUITY FUND CLASS A) |
-3.31%
Nov 2013 – Nov 2016 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDFAX (HIGHLAND DIVIDEND EQUITY FUND CLASS A) |
13.88%
May 2012 – May 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart