Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KIFCX (SALIENT SELECT INCOME FUND CLASS C) | NA | 6.17% | 1.91% | 1.91% | 2.63% | 5.95% | 3.74% | … | … |
Data as of 02/10/2025, Common starting date is 04/24/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KIFCX (SALIENT SELECT INCOME FUND CLASS C) | 04/24/2001 | 02/10/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 6.17 | 1.91 | 1.91 | 2.63 | 5.95 | 3.74 | … | … | -0.90 | 4.12 | 13.54 | -14.91 | 14.35 | -3.60 | 17.51 | -9.47 | 1.22 | 11.53 | -1.71 | 16.08 | 3.76 | 18.38 | 2.28 | 25.46 | 73.59 | -41.04 | -24.78 | 14.61 | -2.71 | 10.54 | 23.03 | 7.83 | 15.06 |
| Sharpe Ratio | NA | 0.03 | -0.23 | -0.03 | 0.07 | NA | NA | … | … | -1.22 | -0.33 | 0.88 | -1.47 | 2.42 | -0.10 | 3.37 | -1.71 | 0.13 | 1.32 | -0.29 | 4.15 | 0.56 | 6.06 | 0.18 | 4.24 | 3.52 | -1.18 | -2.53 | 2.05 | -1.22 | 1.82 | 6.30 | 0.95 | 2.31 |
| Standard Deviation(%) | NA | 7.35 | 9.88 | 19.72 | 14.62 | NA | NA | … | … | 9.05 | 7.50 | 10.70 | 11.13 | 5.93 | 40.11 | 4.79 | 6.35 | 4.51 | 8.60 | 5.90 | 3.87 | 6.61 | 3.05 | 12.20 | 5.99 | 20.91 | 35.59 | 11.01 | 5.55 | 4.00 | 5.27 | 3.55 | 7.11 | 9.15 |
| Draw Down(%) | NA | 7.28 | 17.50 | 45.87 | 45.87 | NA | NA | … | … | 3.00 | 7.41 | 11.43 | 19.56 | 3.80 | 45.87 | 2.40 | 12.35 | 3.11 | 9.23 | 7.88 | 2.18 | 9.65 | 1.99 | 13.79 | 5.51 | 34.84 | 63.60 | 26.64 | 2.74 | 5.96 | 11.33 | 3.15 | 9.06 | 9.50 |
| Yield(%) | 0.00 | 6.51 | 5.35 | 4.65 | 4.95 | 7.07 | 4.49 | … | … | 0.00 | 6.44 | 6.48 | 4.66 | 4.71 | 3.91 | 5.06 | 4.55 | 8.15 | 5.46 | 10.53 | 7.87 | 7.38 | 7.26 | 7.71 | 9.33 | 14.30 | 9.11 | 6.41 | 7.64 | 6.69 | 9.36 | 8.87 | 0.00 | 0.00 |
Data as of 02/10/2025, Common starting date is 04/24/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIFCX (SALIENT SELECT INCOME FUND CLASS C) |
-25.69%
Nov 2005 – Nov 2008 |
-14.69%
Nov 2003 – Nov 2008 |
2.31%
May 2013 – May 2023 |
1.77%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIFCX (SALIENT SELECT INCOME FUND CLASS C) |
40.53%
Feb 2009 – Feb 2012 |
27.97%
Nov 2008 – Nov 2013 |
15.25%
Nov 2008 – Nov 2018 |
10.84%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart
