Nasdaq - Delayed Quote USD

NexPoint Climate Tech A (HSZAX)

5.57 +0.01 (+0.18%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -3.63%
5y Average Return -13.66%
Number of Years Up 18
Number of Years Down 7
Best 1Y Total Return (Apr 26, 2024) 37.68%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 37.68%
Worst 3Y Total Return -17.58%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HSZAX
Category
YTD
-2.77%
20.19%
1-Month
3.69%
0.02%
3-Month
-2.77%
4.36%
1-Year
-13.67%
60.18%
3-Year
-3.94%
11.32%
5-Year
-13.01%
13.88%
10-Year
-2.25%
11.19%
Last Bull Market
77.70%
27.98%
Last Bear Market
-11.54%
-24.08%

Annual Total Return (%) History

Year
HSZAX
Category
2024
--
--
2023
-11.21%
--
2022
-15.56%
--
2021
37.68%
--
2020
-50.10%
10.99%
2019
20.13%
23.75%
2018
-6.60%
-12.72%
2017
13.33%
12.28%

2016
31.58%
20.78%
2015
-9.53%
-5.38%
2014
5.79%
3.79%
2013
32.53%
37.39%
2012
13.56%
15.46%
2011
2.93%
-4.07%
2010
26.83%
25.61%
2009
30.25%
31.80%
2008
-37.78%
-36.56%
2007
1.92%
-1.10%
2006
12.98%
15.03%
2005
9.26%
6.75%
2004
15.11%
18.94%
2003
23.97%
43.41%
2002
-14.05%
-16.22%
2001
12.13%
8.92%
2000
15.08%
11.89%
1999
21.15%
19.95%
1998
--
-3.03%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -2.77% -- -- --
2023 0.00% -3.38% -10.33% 2.48%
2022 4.54% -11.54% -7.57% -1.21%
2021 13.21% 9.62% 2.88% 7.83%
2020 -53.70% 14.64% -30.51% 35.29%
2019 20.75% 3.50% -7.38% 3.78%
2018 2.82% 11.42% -6.72% -12.60%
2017 8.71% 5.95% -3.97% 2.47%
2016 5.27% 7.16% 12.64% 3.55%
2015 4.02% 0.75% -12.84% -0.94%

2014 0.66% 4.62% -5.93% 6.79%
2013 11.92% 1.25% 8.35% 7.94%
2012 11.40% -3.95% 3.95% 2.10%
2011 8.80% 0.08% -17.80% 15.00%
2010 7.22% -7.99% 10.17% 16.70%
2009 -10.87% 21.25% 15.35% 4.48%
2008 -8.13% 2.63% -8.37% -27.97%
2007 3.32% 5.20% -1.59% -4.72%
2006 12.63% -6.88% 0.31% 7.39%
2005 -1.03% 4.79% 3.97% 1.33%
2004 6.01% 0.78% -3.88% 12.09%
2003 -9.42% 14.37% 4.71% 14.29%
2002 2.58% -2.73% -15.27% 1.65%
2001 -5.61% 14.08% -9.31% 14.82%
2000 9.47% -4.47% 2.64% 7.21%
1999 -13.14% 22.64% -4.48% 19.06%
1998 20.17% -- -- --

Rank in Category (By Total Return)

YTD 100
1-Month 52
3-Month 100
1-Year 100
3-Year 99
5-Year 100

Load Adjusted Returns

1-Year -18.64%
3-Year -5.82%
5-Year -14.03%
10-Year -2.82%

Performance & Risk

YTD Return -3.63%
5y Average Return -13.66%
Rank in Category (ytd) 100
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.63
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Highland Funds
Net Assets 7.57M
YTD Return -2.77%
Yield 0.00%
Morningstar Rating
Inception Date Sep 30, 1999

Fund Summary

The fund seeks to achieve its investment objective by investing at least 80% of its net assets under normal circumstances in equity securities, such as common and preferred stocks, of climate tech companies, plus borrowing for investment purposes. The advisor defines “climate tech” as technologies and business models that act to decarbonize the energy, transport, buildings and infrastructure, industry, and agriculture sectors.

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