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
HHCCX (HIGHLAND LONG/SHORT HEALTHCARE FUND CLASS C) -5.82% -1.74% 3.30% -4.08% 2.46% 2.00% NA
Data as of 06/08/2026, Common starting date is 05/07/2008
More Performance Analytics Comparison
Name Start Date End Date
HHCCX (HIGHLAND LONG/SHORT HEALTHCARE FUND CLASS C) 05/07/2008 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 (%) -1.26 -1.74 3.30 -4.08 2.46 2.00 NA -5.82 5.85 6.22 4.43 -6.47 -18.12 21.00 10.20 11.65 7.63 -15.46 -7.33 15.99 33.44 -13.82 5.25 13.53 -2.73 13.44
Sharpe Ratio NA -0.23 0.04 -0.58 0.06 NA NA -1.30 0.21 -0.13 0.05 -1.27 -0.96 0.64 0.57 0.51 0.57 -1.12 -0.65 1.36 3.08 -1.47 0.49 1.99 -0.16 0.87
Standard Deviation(%) NA 15.90 9.57 10.47 16.20 NA NA 11.16 14.56 2.97 3.43 6.21 18.87 32.29 15.30 20.37 12.43 13.93 11.36 11.73 10.84 9.54 10.58 6.74 18.00 23.44
Draw Down(%) NA 15.88 15.88 30.76 33.09 NA NA 10.72 8.82 1.74 2.74 11.21 28.82 31.45 20.20 18.01 8.29 17.77 19.20 6.20 5.38 15.82 10.05 3.69 17.65 8.68
Yield(%) 0.00 0.00 0.63 0.28 0.22 1.41 1.73 0.00 0.00 0.00 1.89 0.00 0.00 0.00 0.00 0.00 0.00 0.00 4.11 5.31 0.00 0.00 10.64 3.22 0.00 3.54
Data as of 06/08/2026, Common starting date is 05/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HHCCX (HIGHLAND LONG/SHORT HEALTHCARE FUND CLASS C) -9.13%
May 2014 – May 2017
-4.63%
Mar 2015 – Mar 2020
-0.44%
Mar 2015 – Mar 2025
2.05%
May 2011 – May 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HHCCX (HIGHLAND LONG/SHORT HEALTHCARE FUND CLASS C) 18.35%
Jul 2012 – Jul 2015
13.21%
Oct 2009 – Oct 2014
6.09%
Mar 2009 – Mar 2019
4.71%
Oct 2009 – Oct 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return