Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HFRCX (HIGHLAND FLOATING RATE OPPORTUNITIES FUND CLASS C) | NA | 4.87% | 0.97% | 4.23% | 0.20% | 3.33% | NA | … | … |
Data as of 11/03/2017, Common starting date is 03/30/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HFRCX (HIGHLAND FLOATING RATE OPPORTUNITIES FUND CLASS C) | 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 (%) | -0.14 | 4.87 | 0.97 | 4.23 | 0.20 | 3.33 | NA | … | … | 1.46 | 11.03 | -8.22 | -0.04 | 16.52 | 16.60 | 2.43 | 7.74 | 22.02 | -44.54 | -1.58 | 9.69 | 7.10 | 6.99 | 21.18 | -1.42 | 2.27 | 8.16 |
| Sharpe Ratio | NA | 2.19 | 0.21 | 1.22 | -0.01 | NA | NA | … | … | 0.60 | 2.59 | -2.43 | -0.02 | 5.35 | 5.11 | 0.54 | 1.99 | 3.56 | -4.93 | -1.44 | 2.48 | 2.63 | 3.89 | 7.44 | -0.73 | -0.02 | 2.30 |
| Standard Deviation(%) | NA | 1.97 | 3.39 | 3.33 | 4.91 | NA | NA | … | … | 1.91 | 4.16 | 3.39 | 3.46 | 3.08 | 3.27 | 4.41 | 3.84 | 6.16 | 9.20 | 3.21 | 2.59 | 1.88 | 1.55 | 2.76 | 3.47 | 2.86 | 2.99 |
| Draw Down(%) | NA | 2.11 | 15.77 | 16.46 | 48.21 | NA | NA | … | … | 2.11 | 6.49 | 10.54 | 4.23 | 0.90 | 1.89 | 8.85 | 4.14 | 5.89 | 46.68 | 6.27 | 0.72 | 0.73 | 0.33 | 0.80 | 9.89 | 4.61 | 0.33 |
| Yield(%) | 0.00 | 3.20 | 3.90 | 4.24 | 3.18 | 4.95 | 4.18 | … | … | 2.47 | 5.36 | 4.26 | 3.76 | 3.54 | 5.24 | 4.57 | 2.97 | 5.61 | 8.68 | 7.52 | 7.70 | 5.81 | 4.32 | 6.57 | 6.93 | 7.97 | 8.07 |
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 |
|---|---|---|---|---|
| HFRCX (HIGHLAND FLOATING RATE OPPORTUNITIES FUND CLASS C) |
-16.69%
Apr 2006 – Apr 2009 |
-7.89%
Mar 2004 – Mar 2009 |
-0.75%
Feb 2006 – Feb 2016 |
1.81%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFRCX (HIGHLAND FLOATING RATE OPPORTUNITIES FUND CLASS C) |
12.71%
Apr 2009 – Apr 2012 |
13.06%
Mar 2009 – Mar 2014 |
2.91%
Oct 2002 – Oct 2012 |
3.45%
Apr 2000 – Apr 2015 |
Annualized Rolling Returns Comparison Chart