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Highland Funds II - Highland Socially Responsible Equity Fund (HPEAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.46-0.05 (-0.29%)
At close: 09:01PM EDT

Performance overview

Morningstar return rating★
Year-to-date return3.93%
5-year average return8.30%
Number of years up19
Number of years down5
Best 1-yr total return (3 Feb 2019)38.53%
Worst 1-yr total return (3 Feb 2019)-36.40%
Best 3-yr total return38.53%
Worst 3-yr total return-10.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHPEAXCategory
YTD3.86%12.38%
1-month0.57%5.09%
3-month6.46%10.28%
1-year15.39%41.70%
3-year2.90%22.56%
5-year5.96%21.98%
10-year0.00%15.99%
Last bull market28.21%25.99%
Last bear market-17.17%-17.29%

Annual total return (%) history

Year
HPEAXCategory
2020
6.53%35.86%
2019
11.63%31.90%
2018
-11.29%-2.09%
2017
25.39%27.67%
2016
4.75%3.23%
2015
3.02%3.60%
2014
13.74%10.00%
2013
34.61%33.92%
2012
20.23%15.34%
2011
0.05%-2.46%
2010
11.29%15.53%
2009
38.53%35.68%
2008
-36.40%-40.67%
2007
4.98%13.35%
2006
8.66%7.05%
2005
1.10%6.71%
2004
6.79%7.81%
2003
28.32%28.66%
2002
-21.20%-27.64%
2001
-9.55%-22.30%
2000
-5.54%-13.05%
1999
35.75%38.87%
1998
35.39%34.55%
1997
26.45%26.36%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-19.58%14.66%5.77%9.23%
20197.50%1.83%-3.78%5.98%
2018-0.56%2.12%4.34%-16.28%
20174.51%4.64%5.41%8.78%
2016-4.68%1.75%7.86%0.13%
20152.15%0.57%-8.65%9.78%
2014-0.52%4.71%3.61%5.38%
20139.30%1.79%9.66%10.34%
201215.98%-3.22%8.78%-1.54%
20116.12%0.97%-15.40%10.37%
20105.98%-13.99%11.02%9.97%
2009-2.23%20.15%12.91%4.44%
2008-7.22%0.23%-5.91%-27.31%
2007-0.87%6.50%2.26%-2.75%
20063.05%-4.29%4.11%5.83%
2005-4.89%2.05%2.16%1.96%
2004-0.24%1.02%-3.89%10.24%
2003-2.67%15.71%3.89%9.67%
20021.86%-13.27%-17.00%7.46%
2001-9.21%3.38%-15.90%14.60%
20003.62%-4.13%-1.32%-3.64%
19998.82%9.94%-6.21%20.99%
199813.04%3.99%-6.71%23.47%
1997-4.67%15.73%10.88%3.37%

Rank in category (by total return)

YTD33
1-month52
3-month41
1-year99
3-year100
5-year100

Load adjusted returns

1-year11.37%
3-year0.11%
5-year7.39%
10-year9.02%