Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSZYX (HIGHLAND SMALL-CAP EQUITY FUND CLASS Y) | NA | 9.49% | -3.80% | 9.24% | -1.47% | 3.49% | 2.53% | … | … |
Data as of 09/23/2025, Common starting date is 12/08/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSZYX (HIGHLAND SMALL-CAP EQUITY FUND CLASS Y) | 12/08/1998 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.49 | -3.80 | 9.24 | -1.47 | 3.49 | 2.53 | … | … | 6.55 | -1.88 | -10.86 | -15.32 | 37.87 | -49.95 | 20.38 | -6.82 | 13.68 | 31.96 | -9.47 | 6.14 | 33.03 | 13.81 | 3.15 | 27.22 | 30.59 | -37.67 | 2.43 | 13.23 | 5.41 | 1.09 | 24.28 | -13.89 | -3.32 | 11.42 | 6.28 | 5.05 |
| Sharpe Ratio | NA | 0.41 | -0.45 | 0.38 | -0.11 | NA | NA | … | … | 0.38 | -0.38 | -0.87 | -1.07 | 2.54 | -0.74 | 1.11 | -0.47 | 0.48 | 1.31 | -0.59 | 0.44 | 2.50 | 0.88 | 0.11 | 1.31 | 1.00 | -0.91 | -0.04 | 0.62 | 0.21 | 0.01 | 1.49 | -0.78 | -0.27 | 0.33 | 0.15 | 6.58 |
| Standard Deviation(%) | NA | 15.82 | 15.96 | 18.60 | 27.76 | NA | NA | … | … | 16.21 | 14.40 | 16.79 | 15.74 | 14.88 | 67.46 | 17.05 | 17.43 | 27.04 | 24.22 | 16.02 | 13.77 | 13.18 | 15.76 | 29.12 | 20.74 | 30.64 | 42.26 | 19.13 | 15.90 | 14.98 | 20.74 | 15.81 | 19.28 | 21.86 | 21.98 | 19.04 | 17.31 |
| Draw Down(%) | NA | 20.06 | 30.39 | 40.09 | 67.76 | NA | NA | … | … | 18.90 | 10.90 | 26.98 | 21.06 | 9.88 | 65.84 | 15.22 | 27.62 | 16.60 | 16.02 | 18.00 | 11.82 | 5.22 | 10.54 | 24.32 | 15.78 | 27.98 | 52.20 | 12.13 | 16.56 | 8.66 | 14.39 | 15.37 | 26.29 | 15.92 | 14.70 | 16.15 | 3.78 |
| Yield(%) | 0.00 | 1.79 | 0.48 | 0.87 | 5.57 | 8.17 | 5.73 | … | … | 0.00 | 1.71 | 0.00 | 0.00 | 0.00 | 0.65 | 9.73 | 12.09 | 15.83 | 6.19 | 12.46 | 10.68 | 8.06 | 7.83 | 0.00 | 0.00 | 0.00 | 6.87 | 19.36 | 14.31 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.30 |
Data as of 09/23/2025, Common starting date is 12/08/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSZYX (HIGHLAND SMALL-CAP EQUITY FUND CLASS Y) |
-24.76%
Sep 2017 – Sep 2020 |
-13.54%
Jun 2019 – Jun 2024 |
-3.66%
Mar 2015 – Mar 2025 |
0.61%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSZYX (HIGHLAND SMALL-CAP EQUITY FUND CLASS Y) |
31.12%
Feb 2009 – Feb 2012 |
25.98%
Feb 2009 – Feb 2014 |
17.65%
Feb 2009 – Feb 2019 |
10.02%
Apr 2003 – Apr 2018 |
Annualized Rolling Returns Comparison Chart