Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HFRAX (HIGHLAND FLOATING RATE OPPORTUNITIES FUND CLASS A) | NA | 5.34% | 1.46% | 4.74% | 0.70% | 3.85% | NA | … | … |
Data as of 11/03/2017, Common starting date is 03/30/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HFRAX (HIGHLAND FLOATING RATE OPPORTUNITIES FUND CLASS A) | 03/30/2000 | 11/03/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 5.34 | 1.46 | 4.74 | 0.70 | 3.85 | NA | … | … | 1.71 | 11.57 | -7.63 | 0.33 | 17.09 | 17.32 | 2.99 | 8.14 | 22.78 | -44.27 | -1.10 | 10.25 | 7.73 | 7.44 | 21.78 | -0.93 | 2.62 | 8.70 |
| Sharpe Ratio | NA | 2.22 | 0.35 | 1.11 | 0.09 | NA | NA | … | … | 0.67 | 2.68 | -2.17 | 0.09 | 2.87 | 5.10 | 0.67 | 2.13 | 3.65 | -4.88 | -1.25 | 2.55 | 2.81 | 3.93 | 7.38 | -0.57 | 0.10 | 2.31 |
| Standard Deviation(%) | NA | 2.16 | 3.51 | 4.12 | 5.22 | NA | NA | … | … | 2.14 | 4.22 | 3.53 | 3.52 | 5.95 | 3.41 | 4.44 | 3.78 | 6.21 | 9.24 | 3.32 | 2.74 | 1.98 | 1.65 | 2.86 | 3.54 | 3.03 | 3.29 |
| Draw Down(%) | NA | 2.08 | 15.58 | 15.89 | 47.94 | NA | NA | … | … | 2.08 | 6.45 | 10.43 | 4.23 | 3.63 | 1.99 | 8.73 | 4.02 | 5.85 | 46.44 | 5.97 | 0.64 | 0.69 | 0.33 | 0.80 | 9.73 | 4.57 | 0.41 |
| Yield(%) | 0.00 | 3.67 | 4.35 | 4.76 | 3.48 | 5.39 | 4.52 | … | … | 2.85 | 5.85 | 4.73 | 4.25 | 4.08 | 5.75 | 5.13 | 3.52 | 6.10 | 9.07 | 7.99 | 8.22 | 6.31 | 4.84 | 7.10 | 7.40 | 8.46 | 8.49 |
Data as of 11/03/2017, Common starting date is 03/30/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFRAX (HIGHLAND FLOATING RATE OPPORTUNITIES FUND CLASS A) |
-16.28%
Apr 2006 – Apr 2009 |
-7.43%
Mar 2004 – Mar 2009 |
-0.25%
Feb 2006 – Feb 2016 |
2.31%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFRAX (HIGHLAND FLOATING RATE OPPORTUNITIES FUND CLASS A) |
13.28%
Apr 2009 – Apr 2012 |
13.63%
Mar 2009 – Mar 2014 |
3.43%
Oct 2002 – Oct 2012 |
3.96%
Apr 2000 – Apr 2015 |
Annualized Rolling Returns Comparison Chart