Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HEFAX (HIGHLAND ENERGY MLP FUND CLASS A) | NA | -4.07% | -12.97% | -17.53% | NA | NA | NA | … | … |
Data as of 01/21/2020, Common starting date is 12/13/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEFAX (HIGHLAND ENERGY MLP FUND CLASS A) | 12/13/2011 | 01/21/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.27 | -4.07 | -12.97 | -17.53 | NA | NA | NA | … | … | -0.24 | 13.40 | -28.33 | -17.75 | 22.86 | -54.65 | 8.88 | 15.97 | 8.40 | 1.40 |
| Sharpe Ratio | NA | -0.38 | -0.55 | -0.46 | NA | NA | NA | … | … | -0.27 | 0.50 | -0.97 | -0.78 | 0.36 | -1.32 | 0.64 | 1.41 | 1.04 | 6.99 |
| Standard Deviation(%) | NA | 22.28 | 26.16 | 39.39 | NA | NA | NA | … | … | 20.03 | 23.86 | 30.46 | 23.66 | 63.19 | 41.50 | 13.84 | 11.34 | 8.06 | 4.86 |
| Draw Down(%) | NA | 26.08 | 49.56 | 79.21 | NA | NA | NA | … | … | 4.36 | 26.08 | 42.27 | 30.66 | 53.33 | 64.51 | 15.55 | 5.02 | 6.24 | 0.30 |
| Yield(%) | 0.00 | 10.51 | 7.01 | 3.94 | 4.49 | 2.99 | 2.24 | … | … | 0.00 | 12.05 | 8.95 | 8.22 | 9.61 | 5.08 | 4.89 | 6.54 | 11.73 | 0.00 |
Data as of 01/21/2020, Common starting date is 12/13/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEFAX (HIGHLAND ENERGY MLP FUND CLASS A) |
-28.17%
Feb 2013 – Feb 2016 |
-20.39%
Nov 2014 – Nov 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEFAX (HIGHLAND ENERGY MLP FUND CLASS A) |
11.69%
May 2012 – May 2015 |
-4.98%
Jan 2012 – Jan 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart