Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KSRBX (SALIENT TACTICAL REAL ESTATE FUND CLASS B) | NA | 3.51% | 4.24% | 7.53% | 1.46% | 6.20% | NA | … | … |
Data as of 10/31/2017, Common starting date is 09/16/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KSRBX (SALIENT TACTICAL REAL ESTATE FUND CLASS B) | 09/16/1999 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.51 | 4.24 | 7.53 | 1.46 | 6.20 | NA | … | … | -1.30 | 14.64 | -2.29 | 23.25 | 1.71 | 22.31 | 0.06 | 32.35 | 47.01 | -59.08 | -22.38 | 28.50 | 3.96 | 26.67 | 30.86 | 3.38 | 29.16 | 26.11 | 22.00 |
| Sharpe Ratio | NA | 0.41 | 0.37 | 0.67 | 0.04 | NA | NA | … | … | -0.38 | 1.07 | -0.20 | 2.64 | 0.13 | 2.00 | 0.00 | 1.56 | 0.90 | -0.95 | -1.10 | 1.55 | 0.13 | 1.76 | 3.79 | 0.20 | 3.15 | 2.03 | 7.10 |
| Standard Deviation(%) | NA | 7.24 | 10.88 | 10.95 | 30.47 | NA | NA | … | … | 5.58 | 13.41 | 11.66 | 8.81 | 12.81 | 11.22 | 28.17 | 20.73 | 52.17 | 63.23 | 23.25 | 16.31 | 13.86 | 14.63 | 7.95 | 11.53 | 8.69 | 10.86 | 13.16 |
| Draw Down(%) | NA | 5.90 | 20.61 | 20.61 | 77.68 | NA | NA | … | … | 5.90 | 13.67 | 12.96 | 6.66 | 14.76 | 6.96 | 25.20 | 12.61 | 37.32 | 73.42 | 31.91 | 9.34 | 12.40 | 19.06 | 4.41 | 15.92 | 9.85 | 9.38 | 4.06 |
| Yield(%) | 0.00 | 0.15 | 0.89 | 1.02 | 2.46 | 6.55 | 9.18 | … | … | 0.15 | 1.56 | 0.69 | 0.38 | 0.93 | 1.62 | 1.44 | 5.16 | 5.03 | 5.22 | 14.19 | 11.85 | 13.42 | 13.07 | 9.78 | 9.38 | 10.75 | 10.68 | 3.51 |
Data as of 10/31/2017, Common starting date is 09/16/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KSRBX (SALIENT TACTICAL REAL ESTATE FUND CLASS B) |
-34.89%
Feb 2006 – Feb 2009 |
-18.30%
Mar 2004 – Mar 2009 |
-0.07%
Jan 2007 – Jan 2017 |
5.31%
Jun 2002 – Jun 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KSRBX (SALIENT TACTICAL REAL ESTATE FUND CLASS B) |
43.08%
Feb 2009 – Feb 2012 |
29.28%
Feb 2009 – Feb 2014 |
6.93%
Mar 2000 – Mar 2010 |
9.41%
Oct 1999 – Oct 2014 |
Annualized Rolling Returns Comparison Chart