Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBTAX (SALIENT TACTICAL PLUS FUND CLASS A) | 4.75% | 8.01% | 2.49% | 1.61% | 4.41% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/15/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBTAX (SALIENT TACTICAL PLUS FUND CLASS A) | 12/15/2014 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.28 | 8.01 | 2.49 | 1.61 | 4.41 | NA | NA | … | … | 4.75 | -2.94 | 2.50 | 3.22 | -2.26 | 5.91 | 6.96 | 6.97 | 2.29 | 8.31 | 5.57 | -2.59 | 2.98 |
| Sharpe Ratio | NA | 0.58 | -0.11 | -0.16 | 0.34 | NA | NA | … | … | 0.90 | -0.79 | -0.18 | -0.12 | -0.73 | 0.84 | 0.48 | 0.71 | 0.09 | 1.61 | 0.50 | -0.26 | 11.09 |
| Standard Deviation(%) | NA | 9.30 | 6.89 | 6.18 | 8.22 | NA | NA | … | … | 9.91 | 7.45 | 6.16 | 3.55 | 5.09 | 6.99 | 14.02 | 7.77 | 10.32 | 4.77 | 10.61 | 9.91 | 8.64 |
| Draw Down(%) | NA | 6.91 | 9.37 | 9.37 | 11.16 | NA | NA | … | … | 6.91 | 7.58 | 3.73 | 2.60 | 5.16 | 3.90 | 9.50 | 5.49 | 11.16 | 4.51 | 6.99 | 9.18 | 0.92 |
| Yield(%) | 0.00 | 2.65 | 3.26 | 3.24 | 4.69 | 3.12 | 2.34 | … | … | 0.00 | 2.50 | 3.32 | 4.03 | 6.84 | 0.00 | 6.28 | 5.82 | 3.03 | 8.71 | 4.30 | 2.12 | 0.21 |
Data as of 06/05/2026, Common starting date is 12/15/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBTAX (SALIENT TACTICAL PLUS FUND CLASS A) |
0.21%
Jul 2022 – Jul 2025 |
-0.11%
Aug 2020 – Aug 2025 |
3.43%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBTAX (SALIENT TACTICAL PLUS FUND CLASS A) |
9.10%
Aug 2017 – Aug 2020 |
8.21%
Oct 2016 – Oct 2021 |
4.59%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart