Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HFBRX (HIGHLAND FIXED INCOME FUND CLASS R) | NA | 1.24% | 1.42% | 1.50% | NA | NA | NA | … | … |
Data as of 12/21/2016, Common starting date is 01/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HFBRX (HIGHLAND FIXED INCOME FUND CLASS R) | 01/31/2008 | 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 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.24 | 1.42 | 1.50 | NA | NA | NA | … | … | 1.02 | -0.64 | 3.93 | -1.68 | 4.29 | 7.41 | 6.67 | 6.98 | -3.57 |
| Sharpe Ratio | NA | 0.93 | 0.63 | 0.61 | NA | NA | NA | … | … | 0.80 | -0.27 | 1.66 | -0.56 | 1.91 | 2.10 | 2.09 | 1.53 | -0.84 |
| Standard Deviation(%) | NA | 1.12 | 2.09 | 2.35 | NA | NA | NA | … | … | 1.05 | 2.51 | 2.36 | 3.04 | 2.23 | 3.51 | 3.15 | 4.50 | 5.58 |
| Draw Down(%) | NA | 1.01 | 2.93 | 4.70 | NA | NA | NA | … | … | 1.01 | 2.86 | 1.39 | 4.70 | 1.25 | 1.44 | 2.65 | 2.87 | 9.15 |
| Yield(%) | 0.00 | 0.67 | 1.54 | 1.57 | 2.02 | 1.35 | 1.01 | … | … | 0.38 | 2.17 | 1.85 | 1.63 | 1.50 | 3.11 | 3.02 | 3.49 | 3.01 |
Data as of 12/21/2016, Common starting date is 01/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFBRX (HIGHLAND FIXED INCOME FUND CLASS R) |
0.50%
Sep 2012 – Sep 2015 |
1.47%
Oct 2011 – Oct 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFBRX (HIGHLAND FIXED INCOME FUND CLASS R) |
8.47%
Oct 2008 – Oct 2011 |
5.81%
Oct 2008 – Oct 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart