Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTAGX (SALIENT TACTICAL GROWTH FUND CLASS A) | 7.34% | 17.35% | 8.05% | 1.98% | 3.81% | 3.29% | NA | … | … |
Data as of 06/08/2026, Common starting date is 03/16/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTAGX (SALIENT TACTICAL GROWTH FUND CLASS A) | 03/16/2010 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.80 | 17.35 | 8.05 | 1.98 | 3.81 | 3.29 | NA | … | … | 7.34 | 8.83 | 6.23 | 2.02 | -11.08 | 3.56 | 3.73 | 10.24 | -5.13 | 10.09 | 3.25 | -2.03 | 1.84 | 15.20 | 4.67 | -5.49 | -0.49 |
| Sharpe Ratio | NA | 1.66 | 0.71 | -0.11 | 0.31 | NA | NA | … | … | 1.46 | 0.87 | 0.42 | -0.59 | -2.77 | 0.44 | 0.31 | 1.54 | -0.83 | 2.50 | 0.41 | -0.25 | 0.28 | 2.31 | 0.68 | -0.67 | -0.08 |
| Standard Deviation(%) | NA | 8.65 | 6.57 | 6.18 | 6.98 | NA | NA | … | … | 9.84 | 6.85 | 6.14 | 2.79 | 4.53 | 8.01 | 11.15 | 5.69 | 7.84 | 3.79 | 7.49 | 8.09 | 6.59 | 6.56 | 6.82 | 8.20 | 8.53 |
| Draw Down(%) | NA | 4.81 | 5.21 | 17.16 | 17.16 | NA | NA | … | … | 4.81 | 4.91 | 3.64 | 2.28 | 11.46 | 6.55 | 7.47 | 4.29 | 9.83 | 1.64 | 4.49 | 7.04 | 4.28 | 3.54 | 5.08 | 10.73 | 9.78 |
| Yield(%) | 0.00 | 1.49 | 2.80 | 1.47 | 2.35 | 2.70 | 2.03 | … | … | 0.00 | 1.49 | 3.15 | 3.82 | 0.00 | 0.00 | 0.00 | 5.11 | 2.17 | 7.08 | 0.29 | 0.51 | 4.40 | 10.67 | 3.42 | 0.50 | 0.00 |
Data as of 06/08/2026, Common starting date is 03/16/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTAGX (SALIENT TACTICAL GROWTH FUND CLASS A) |
-3.88%
Apr 2021 – Apr 2024 |
-0.72%
Jan 2018 – Jan 2023 |
1.46%
Dec 2013 – Dec 2023 |
2.11%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTAGX (SALIENT TACTICAL GROWTH FUND CLASS A) |
8.82%
May 2023 – May 2026 |
6.26%
Oct 2016 – Oct 2021 |
4.68%
Nov 2011 – Nov 2021 |
3.27%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart