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Highland Small-Cap Equity Fund Class A (HSZAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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7.47-0.08 (-1.06%)
At close: 08:01PM EDT
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Performance Overview

Morningstar Return Rating
Year-to-Date Return15.18%
5-Year Average Return10.12%
Number of Years Up17
Number of Years Down5
Best 1 Yr Total Return (Feb 3, 2019)32.53%
Worst 1 Yr Total Return (Feb 3, 2019)-50.10%
Best 3-Yr Total Return32.53%
Worst 3-Yr Total Return-17.58%

Trailing Returns (%) Vs. Benchmarks

ReturnHSZAXCategory
YTD-2.08%20.19%
1-Month5.45%0.02%
3-Month-2.33%4.36%
1-Year13.88%60.18%
3-Year-11.21%11.32%
5-Year-1.52%13.88%
10-Year4.34%11.19%
Last Bull Market26.32%27.98%
Last Bear Market-20.65%-24.08%

Annual Total Return (%) History

Year
HSZAXCategory
2021
N/AN/A
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
N/A-3.03%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202113.21%N/AN/AN/A
2020-53.70%14.64%-30.51%35.29%
201920.75%3.50%-7.38%3.78%
20182.82%11.42%-6.72%-12.60%
20178.71%5.95%-3.97%2.47%
20165.27%7.16%12.64%3.55%
20154.02%0.75%-12.84%-0.94%
20140.66%4.62%-5.93%6.79%
201311.92%1.25%8.35%7.94%
201211.40%-3.95%3.95%2.10%
20118.80%0.08%-17.80%15.00%
20107.22%-7.99%10.17%16.70%
2009-10.87%21.25%15.35%4.48%
2008-8.13%2.63%-8.37%-27.97%
20073.32%5.20%-1.59%-4.72%
200612.63%-6.88%0.31%7.39%
2005-1.03%4.79%3.97%1.33%
20046.01%0.78%-3.88%12.09%
2003-9.42%14.37%4.71%14.29%
20022.58%-2.73%-15.27%1.65%
2001-5.61%14.08%-9.31%14.82%
20009.47%-4.47%2.64%7.21%
1999-13.14%22.64%-4.48%19.06%
199820.17%N/AN/AN/A

Rank In Category (By Total Return)

YTD18
1-Month62
3-Month2
1-Year100
3-Year100
5-Year100

Load Adjusted Returns

1-Year9.96%
3-Year-17.01%
5-Year-2.84%
10-Year2.89%
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