Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLFZX (Highland Floating Rate Fund Class Z) | 1.33% | 11.97% | 11.11% | 4.15% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLFZX (Highland Floating Rate Fund Class Z) | 03/02/2017 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.61 | 11.97 | 11.11 | 4.15 | NA | NA | NA | … | … | 1.33 | 17.13 | 9.05 | 10.91 | -18.99 | 10.87 | 0.35 | 11.26 | -15.23 | 21.22 |
| Sharpe Ratio | NA | 0.68 | 0.79 | 0.13 | NA | NA | NA | … | … | -0.06 | 1.43 | 0.63 | 0.84 | -1.60 | 1.29 | 0.00 | 1.16 | -1.78 | 4.78 |
| Standard Deviation(%) | NA | 11.84 | 10.34 | 10.56 | NA | NA | NA | … | … | 15.70 | 9.97 | 8.62 | 8.72 | 12.77 | 8.45 | 24.32 | 8.45 | 9.35 | 5.29 |
| Draw Down(%) | NA | 11.03 | 11.67 | 28.23 | NA | NA | NA | … | … | 11.03 | 9.04 | 5.86 | 11.20 | 24.63 | 7.27 | 38.75 | 10.77 | 24.39 | 2.49 |
| Yield(%) | 0.00 | 3.88 | 2.89 | 2.09 | 1.46 | 0.97 | 0.73 | … | … | 0.00 | 4.08 | 2.10 | 2.00 | 1.90 | 0.99 | 1.69 | 2.24 | 1.23 | 1.79 |
Data as of 06/09/2026, Common starting date is 03/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLFZX (Highland Floating Rate Fund Class Z) |
-6.08%
Apr 2017 – Apr 2020 |
-4.06%
Mar 2018 – Mar 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLFZX (Highland Floating Rate Fund Class Z) |
14.77%
Feb 2023 – Feb 2026 |
10.05%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart