Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCOBX (Highland Core America Equity B) | NA | 6.55% | 16.04% | 10.32% | 5.88% | 3.67% | NA | … | … |
Data as of 11/20/2014, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCOBX (Highland Core America Equity B) | 06/21/1996 | 11/20/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.55 | 16.04 | 10.32 | 5.88 | 3.67 | NA | … | … | 2.76 | 28.62 | 12.32 | -2.16 | 10.28 | 24.51 | -33.65 | 8.84 | 16.31 | 2.98 | 8.32 | 22.56 | -18.41 | -9.78 | -0.66 | 17.57 | 23.59 | 32.18 | 13.72 |
| Sharpe Ratio | NA | 1.70 | 1.39 | 0.66 | 0.25 | NA | NA | … | … | 0.99 | 2.86 | 0.90 | -0.09 | 0.57 | 0.87 | -0.90 | 0.39 | 1.37 | 0.08 | 0.72 | 1.39 | -0.82 | -0.71 | -0.24 | 0.87 | 1.08 | -1.20 | 1.89 |
| Standard Deviation(%) | NA | 3.85 | 10.95 | 15.62 | 19.88 | NA | NA | … | … | 3.11 | 9.99 | 13.71 | 23.98 | 17.95 | 28.19 | 38.40 | 15.07 | 9.56 | 9.78 | 10.30 | 15.78 | 23.92 | 17.41 | 19.52 | 16.40 | 18.85 | 19.15 | 12.76 |
| Draw Down(%) | NA | 2.55 | 11.15 | 21.92 | 51.55 | NA | NA | … | … | 2.55 | 5.88 | 11.15 | 21.92 | 15.81 | 26.66 | 45.24 | 8.16 | 7.95 | 6.27 | 7.15 | 13.42 | 30.51 | 23.93 | 10.24 | 10.74 | 18.68 | 10.91 | 7.36 |
| Yield(%) | 0.00 | 4.22 | 12.39 | 7.86 | 6.90 | 4.74 | 7.39 | … | … | 0.00 | 28.81 | 2.94 | 0.00 | 0.00 | 0.77 | 1.03 | 19.51 | 9.63 | 8.15 | 3.33 | 0.00 | 0.00 | 0.32 | 6.35 | 6.89 | 4.19 | 40.15 | 8.98 |
Data as of 11/20/2014, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCOBX (Highland Core America Equity B) |
-12.43%
Feb 2006 – Feb 2009 |
-5.47%
Feb 2004 – Feb 2009 |
-2.09%
Feb 1999 – Feb 2009 |
3.80%
Jun 1999 – Jun 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCOBX (Highland Core America Equity B) |
27.95%
Jul 1996 – Jul 1999 |
19.36%
Feb 2009 – Feb 2014 |
8.99%
Aug 1996 – Aug 2006 |
6.72%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart