Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HPERX (HIGHLAND PREMIER GROWTH EQUITY FUND CLASS R) | NA | -5.20% | 3.40% | 12.12% | NA | NA | NA | … | … |
Data as of 12/21/2016, Common starting date is 02/01/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HPERX (HIGHLAND PREMIER GROWTH EQUITY FUND CLASS R) | 02/01/2008 | 12/21/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.20 | 3.40 | 12.12 | NA | NA | NA | … | … | -6.25 | 2.77 | 14.10 | 33.48 | 19.95 | -0.19 | 11.03 | 38.11 | -34.09 |
| Sharpe Ratio | NA | -0.57 | 0.27 | 0.94 | NA | NA | NA | … | … | -0.71 | 0.17 | 1.12 | 2.93 | 1.49 | -0.01 | 0.60 | 1.27 | -0.90 |
| Standard Deviation(%) | NA | 9.48 | 13.02 | 12.86 | NA | NA | NA | … | … | 9.34 | 16.09 | 12.61 | 11.40 | 13.50 | 23.85 | 18.35 | 29.95 | 41.39 |
| Draw Down(%) | NA | 12.71 | 15.50 | 15.50 | NA | NA | NA | … | … | 11.33 | 15.01 | 7.61 | 5.05 | 9.82 | 20.13 | 17.27 | 24.03 | 48.83 |
| Yield(%) | 0.00 | 0.00 | 5.34 | 6.75 | 3.63 | 2.42 | 1.81 | … | … | 0.00 | 7.74 | 7.71 | 7.50 | 0.36 | 0.00 | 0.00 | 0.37 | 5.09 |
Data as of 12/21/2016, Common starting date is 02/01/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HPERX (HIGHLAND PREMIER GROWTH EQUITY FUND CLASS R) |
0.25%
Aug 2008 – Aug 2011 |
5.48%
Apr 2008 – Apr 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HPERX (HIGHLAND PREMIER GROWTH EQUITY FUND CLASS R) |
25.29%
Feb 2009 – Feb 2012 |
23.26%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart