Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NXDT (NexPoint Strategic Opportunities Fund) | 42.48% | 46.27% | -13.28% | -10.18% | -4.49% | nan% | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/26/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NXDT (NexPoint Strategic Opportunities Fund) | 06/26/2006 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.16 | 46.27 | -13.28 | -10.18 | -4.49 | nan | NA | … | … | 42.48 | -25.84 | -15.05 | -24.89 | -13.96 | 35.18 | -33.50 | 0.72 | -12.40 | 23.29 | 27.77 | -215.11 | 52.91 | 87.81 | 40.60 | 10.20 | 70.94 | 100.18 | -31.03 | 9.32 | 18.96 |
| Sharpe Ratio | NA | 0.90 | -0.29 | -0.28 | -0.15 | NA | NA | … | … | 2.05 | -0.49 | -0.43 | -0.80 | -0.52 | 1.76 | -0.45 | -0.06 | -0.93 | 2.03 | 1.46 | NA | 3.30 | 5.20 | 3.18 | 0.49 | 3.14 | 3.12 | -0.58 | 0.28 | 2.43 |
| Standard Deviation(%) | NA | 61.89 | 51.33 | 43.39 | 39.95 | NA | NA | … | … | 63.43 | 58.87 | 43.83 | 35.77 | 29.59 | 19.98 | 75.53 | 12.63 | 14.89 | 11.21 | 18.93 | NA | 16.04 | 16.86 | 12.86 | 20.90 | 22.56 | 32.12 | 54.69 | 21.99 | 14.99 |
| Draw Down(%) | NA | 7.37 | 7.37 | 7.37 | 44.44 | NA | NA | … | … | 5.48 | 7.37 | 4.79 | 4.89 | 3.87 | 0.00 | 44.44 | 1.83 | 3.48 | 1.06 | 4.43 | 230.52 | 16.00 | 6.09 | 7.61 | 18.76 | 13.00 | 24.96 | 51.29 | 19.09 | 6.95 |
| Yield(%) | 0.00 | 14.67 | 5.69 | 4.42 | 6.07 | 38.17 | 16.76 | … | … | 8.29 | 10.02 | 7.51 | 5.39 | 4.43 | 5.63 | 7.06 | 11.90 | 9.40 | 10.47 | 13.69 | 189.65 | 29.54 | 32.68 | 27.33 | 27.39 | 39.94 | 51.17 | 43.41 | 33.85 | 12.00 |
Data as of 06/09/2026, Common starting date is 06/26/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NXDT (NexPoint Strategic Opportunities Fund) |
-34.95%
Apr 2022 – Apr 2025 |
-15.75%
Jun 2019 – Jun 2024 |
-10.60%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NXDT (NexPoint Strategic Opportunities Fund) |
61.68%
Mar 2012 – Mar 2015 |
65.21%
Mar 2009 – Mar 2014 |
-3.03%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart