Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HIQYX (Highland International Equity Y) | NA | 13.97% | 3.91% | 9.80% | 6.25% | 3.07% | NA | … | … |
Data as of 12/09/2013, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HIQYX (Highland International Equity Y) | 06/21/1996 | 12/09/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.97 | 3.91 | 9.80 | 6.25 | 3.07 | NA | … | … | 11.76 | 18.97 | -17.25 | 4.51 | 29.75 | -44.77 | 23.18 | 24.62 | 18.53 | 16.03 | 29.88 | -23.18 | -22.61 | -12.85 | 30.99 | 14.60 | 6.55 | 6.44 |
| Sharpe Ratio | NA | 1.14 | 0.20 | 0.44 | 0.23 | NA | NA | … | … | 1.01 | 1.16 | -0.64 | 0.22 | 1.02 | -1.10 | 1.06 | 1.34 | 1.52 | 1.13 | 2.16 | -1.21 | -1.49 | -1.05 | 2.00 | 0.52 | -3.60 | 1.26 |
| Standard Deviation(%) | NA | 12.40 | 19.79 | 22.32 | 22.82 | NA | NA | … | … | 12.43 | 16.50 | 27.01 | 20.26 | 29.17 | 41.31 | 19.12 | 15.99 | 10.78 | 13.40 | 13.52 | 20.03 | 16.93 | 16.04 | 13.90 | 21.88 | 13.46 | 7.23 |
| Draw Down(%) | NA | 9.01 | 29.07 | 30.78 | 61.49 | NA | NA | … | … | 9.01 | 15.37 | 29.07 | 19.84 | 30.78 | 55.34 | 11.90 | 18.68 | 7.28 | 10.68 | 15.99 | 30.63 | 34.56 | 21.44 | 8.60 | 31.02 | 13.14 | 5.81 |
| Yield(%) | 0.00 | 0.00 | 0.78 | 5.12 | 5.37 | 4.01 | 4.15 | … | … | 0.00 | 0.00 | 1.20 | 1.14 | 3.78 | 10.10 | 13.13 | 1.30 | 1.21 | 1.15 | 0.90 | 0.78 | 0.73 | 8.57 | 5.56 | 20.30 | 3.45 | 3.65 |
Data as of 12/09/2013, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIQYX (Highland International Equity Y) |
-23.37%
Mar 2000 – Mar 2003 |
-9.85%
Mar 1998 – Mar 2003 |
-2.14%
Feb 1999 – Feb 2009 |
1.60%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIQYX (Highland International Equity Y) |
29.90%
Mar 2003 – Mar 2006 |
23.18%
Oct 2002 – Oct 2007 |
8.64%
Mar 2003 – Mar 2013 |
4.37%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart