Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HEFCX (HIGHLAND ENERGY MLP FUND CLASS C) | NA | -4.94% | -13.67% | -18.13% | NA | NA | NA | … | … |
Data as of 01/21/2020, Common starting date is 12/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEFCX (HIGHLAND ENERGY MLP FUND CLASS C) | 12/02/2011 | 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 (%) | -3.33 | -4.94 | -13.67 | -18.13 | NA | NA | NA | … | … | -0.28 | 12.49 | -28.76 | -18.40 | 21.69 | -54.92 | 8.12 | 15.24 | 7.76 | 1.10 |
| Sharpe Ratio | NA | -0.41 | -0.57 | -0.48 | NA | NA | NA | … | … | -0.32 | 0.46 | -0.99 | -0.81 | 0.34 | -1.33 | 0.59 | 1.67 | 0.96 | 3.75 |
| Standard Deviation(%) | NA | 22.42 | 26.22 | 39.41 | NA | NA | NA | … | … | 20.23 | 24.09 | 30.40 | 23.67 | 63.28 | 41.39 | 13.78 | 9.10 | 8.08 | 4.16 |
| Draw Down(%) | NA | 26.27 | 50.29 | 79.29 | NA | NA | NA | … | … | 4.42 | 26.27 | 42.67 | 31.26 | 53.36 | 64.64 | 15.69 | 5.66 | 6.26 | 0.50 |
| Yield(%) | 0.00 | 9.73 | 6.49 | 3.64 | 4.11 | 2.74 | 2.06 | … | … | 0.00 | 11.17 | 8.27 | 7.65 | 8.98 | 4.62 | 4.42 | 5.76 | 11.02 | 0.00 |
Data as of 01/21/2020, Common starting date is 12/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEFCX (HIGHLAND ENERGY MLP FUND CLASS C) |
-28.70%
Feb 2013 – Feb 2016 |
-21.00%
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 |
|---|---|---|---|---|
| HEFCX (HIGHLAND ENERGY MLP FUND CLASS C) |
10.93%
May 2012 – May 2015 |
-5.62%
Jan 2012 – Jan 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart