Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HHCAX (HIGHLAND LONG/SHORT HEALTHCARE FUND CLASS A) -5.50% -1.08% 3.96% -3.45% 3.10% 2.64% NA
Data as of 06/08/2026, Common starting date is 05/08/2008
More Performance Analytics Comparison
Name Start Date End Date
HHCAX (HIGHLAND LONG/SHORT HEALTHCARE FUND CLASS A) 05/08/2008 06/08/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Annualized Return (%) -1.20 -1.08 3.96 -3.45 3.10 2.64 NA -5.50 6.09 6.88 5.08 -5.82 -17.59 21.75 10.88 12.40 8.34 -15.05 -6.74 16.71 34.31 -13.33 5.84 14.04 -2.17 13.94
Sharpe Ratio NA -0.19 0.11 -0.52 0.10 NA NA -1.26 0.22 1.12 0.41 -1.17 -0.94 0.66 0.62 0.54 0.63 -1.08 -0.60 1.41 2.70 -1.42 0.56 2.08 -0.13 0.91
Standard Deviation(%) NA 15.86 9.54 10.44 16.19 NA NA 11.06 14.47 2.90 3.47 6.22 18.82 32.30 15.19 20.36 12.28 14.10 11.38 11.80 12.71 9.52 10.38 6.69 17.91 23.46
Draw Down(%) NA 15.57 15.57 30.26 32.50 NA NA 10.55 8.97 1.72 2.71 10.91 28.56 31.39 19.90 17.90 8.10 17.62 19.03 5.79 5.70 15.44 9.60 3.65 17.13 8.65
Yield(%) 0.00 0.00 0.89 0.40 0.38 1.49 1.83 0.00 0.00 0.25 2.41 0.00 0.00 0.00 0.00 0.00 0.58 0.00 3.93 5.12 0.00 0.00 10.48 3.19 0.00 3.54
Data as of 06/08/2026, Common starting date is 05/08/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HHCAX (HIGHLAND LONG/SHORT HEALTHCARE FUND CLASS A) -8.60%
May 2014 – May 2017
-4.05%
Mar 2015 – Mar 2020
0.19%
Mar 2015 – Mar 2025
2.70%
May 2011 – May 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HHCAX (HIGHLAND LONG/SHORT HEALTHCARE FUND CLASS A) 19.07%
Jul 2012 – Jul 2015
13.85%
Oct 2009 – Oct 2014
6.72%
Nov 2010 – Nov 2020
5.35%
Oct 2009 – Oct 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return