Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HEFYX (HIGHLAND ENERGY MLP FUND CLASS Y) | NA | -3.99% | -12.75% | -17.90% | 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 |
|---|---|---|
| HEFYX (HIGHLAND ENERGY MLP FUND CLASS Y) | 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 (%) | -3.41 | -3.99 | -12.75 | -17.90 | NA | NA | NA | … | … | 0.03 | 13.26 | -28.03 | -17.44 | 19.20 | -54.77 | 9.16 | 16.35 | 9.02 | 1.40 |
| Sharpe Ratio | NA | -0.37 | -0.54 | -0.47 | NA | NA | NA | … | … | -0.03 | 0.49 | -0.97 | -0.77 | 0.30 | -1.32 | 0.66 | 1.81 | 1.12 | 6.62 |
| Standard Deviation(%) | NA | 22.47 | 26.06 | 39.35 | NA | NA | NA | … | … | 20.14 | 24.05 | 30.19 | 23.48 | 63.22 | 41.48 | 13.82 | 9.01 | 8.09 | 5.13 |
| Draw Down(%) | NA | 25.84 | 49.28 | 79.21 | NA | NA | NA | … | … | 4.14 | 25.84 | 42.08 | 30.59 | 53.09 | 64.63 | 15.44 | 5.48 | 6.14 | 0.30 |
| Yield(%) | 0.00 | 10.75 | 7.21 | 4.05 | 4.65 | 3.10 | 2.32 | … | … | 0.00 | 12.38 | 9.24 | 8.49 | 9.88 | 5.26 | 5.16 | 6.81 | 12.12 | 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 |
|---|---|---|---|---|
| HEFYX (HIGHLAND ENERGY MLP FUND CLASS Y) |
-28.17%
Feb 2013 – Feb 2016 |
-20.74%
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 |
|---|---|---|---|---|
| HEFYX (HIGHLAND ENERGY MLP FUND CLASS Y) |
12.08%
May 2012 – May 2015 |
-5.35%
Jan 2012 – Jan 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart