Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HFBAX (HIGHLAND FIXED INCOME FUND CLASS A) | NA | 2.40% | 4.15% | 3.02% | 3.05% | 3.81% | 3.83% | … | … |
Data as of 08/23/2021, Common starting date is 02/25/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HFBAX (HIGHLAND FIXED INCOME FUND CLASS A) | 02/25/1993 | 08/23/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.40 | 4.15 | 3.02 | 3.05 | 3.81 | 3.83 | … | … | -0.81 | 7.41 | 7.00 | -0.47 | 3.40 | 5.36 | -0.40 | 4.29 | -1.67 | 4.58 | 7.59 | 6.92 | 7.36 | -1.27 | 5.65 | 4.10 | 1.99 | 3.22 | 3.41 | 8.75 | 7.08 | 10.42 | -1.49 | 7.55 | 8.70 | 2.96 | 17.14 | -2.66 | 4.19 |
| Sharpe Ratio | NA | 1.34 | 0.82 | 0.66 | 0.75 | NA | NA | … | … | -2.03 | 1.05 | 2.87 | -1.13 | 1.61 | 2.29 | -0.17 | 1.80 | -0.26 | 2.02 | 2.10 | 2.14 | 1.59 | -0.39 | 0.75 | 0.28 | -0.06 | 0.59 | 0.61 | 1.95 | 1.09 | 1.79 | -1.13 | 0.76 | 1.39 | -0.11 | 3.06 | -0.77 | 0.84 |
| Standard Deviation(%) | NA | 1.76 | 4.16 | 3.43 | 3.55 | NA | NA | … | … | 0.64 | 6.83 | 1.95 | 1.58 | 1.73 | 2.25 | 2.56 | 2.38 | 6.53 | 2.26 | 3.61 | 3.19 | 4.56 | 5.60 | 3.56 | 3.00 | 2.93 | 3.87 | 4.44 | 3.92 | 4.45 | 3.54 | 4.16 | 5.55 | 3.70 | 5.05 | 4.34 | 7.28 | 3.38 |
| Draw Down(%) | NA | 0.90 | 10.84 | 10.84 | 10.84 | NA | NA | … | … | 0.81 | 10.84 | 1.14 | 1.50 | 1.16 | 2.55 | 2.70 | 1.39 | 4.62 | 1.25 | 1.44 | 2.64 | 2.74 | 8.76 | 2.16 | 2.34 | 2.63 | 4.43 | 5.09 | 2.12 | 3.60 | 2.86 | 4.26 | 3.07 | 2.20 | 4.62 | 2.25 | 6.17 | 2.15 |
| Yield(%) | 0.00 | 1.94 | 2.49 | 2.51 | 2.41 | 3.05 | 3.36 | … | … | 0.00 | 3.43 | 2.94 | 2.64 | 2.59 | 2.85 | 2.41 | 2.04 | 1.79 | 1.79 | 3.28 | 3.27 | 3.77 | 3.99 | 4.98 | 4.79 | 4.30 | 4.94 | 4.65 | 4.41 | 5.40 | 6.44 | 5.37 | 5.14 | 6.00 | 5.71 | 6.62 | 5.48 | 3.98 |
Data as of 08/23/2021, Common starting date is 02/25/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFBAX (HIGHLAND FIXED INCOME FUND CLASS A) |
0.71%
Sep 2012 – Sep 2015 |
1.88%
Apr 2013 – Apr 2018 |
3.05%
Mar 2010 – Mar 2020 |
3.31%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFBAX (HIGHLAND FIXED INCOME FUND CLASS A) |
9.78%
May 2000 – May 2003 |
7.25%
Aug 1996 – Aug 2001 |
6.70%
Oct 1994 – Oct 2004 |
5.65%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart