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

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.88-0.02 (-0.25%)
At close: 09:01PM EDT

Performance overview

Morningstar return rating★
Year-to-date return3.81%
5-year average return7.50%
Number of years up15
Number of years down6
Best 1-yr total return (3 Feb 2019)37.43%
Worst 1-yr total return (3 Feb 2019)-36.86%
Best 3-yr total return37.43%
Worst 3-yr total return-10.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHPECXCategory
YTD3.69%12.38%
1-month0.52%5.09%
3-month6.21%10.28%
1-year14.55%41.70%
3-year2.15%22.56%
5-year5.17%21.98%
10-year0.00%15.99%
Last bull market27.65%25.99%
Last bear market-17.43%-17.29%

Annual total return (%) history

Year
HPECXCategory
2020
5.85%35.86%
2019
10.68%31.90%
2018
-11.94%-2.09%
2017
24.52%27.67%
2016
3.96%3.23%
2015
2.26%3.60%
2014
12.90%10.00%
2013
33.59%33.92%
2012
19.32%15.34%
2011
-0.70%-2.46%
2010
10.48%15.53%
2009
37.43%35.68%
2008
-36.86%-40.67%
2007
4.22%13.35%
2006
7.83%7.05%
2005
0.35%6.71%
2004
5.95%7.81%
2003
27.45%28.66%
2002
-21.80%-27.64%
2001
-10.20%-22.30%
2000
-6.27%-13.05%
1999
N/A38.87%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-19.64%14.38%5.61%9.04%
20197.31%1.56%-3.91%5.70%
2018-0.76%1.91%4.12%-16.37%
20174.32%4.47%5.22%8.59%
2016-4.86%1.57%7.65%-0.08%
20151.99%0.34%-8.79%9.56%
2014-0.69%4.53%3.39%5.18%
20139.09%1.62%9.42%10.13%
201215.76%-3.40%8.59%-1.73%
20115.95%0.76%-15.56%10.17%
20105.80%-14.16%10.82%9.76%
2009-2.44%19.93%12.73%4.19%
2008-7.43%0.05%-6.10%-27.40%
2007-1.04%6.32%2.06%-2.95%
20062.90%-4.52%3.93%5.60%
2005-5.03%1.85%1.98%1.74%
2004-0.45%0.83%-4.04%10.00%
2003-2.79%15.45%3.76%9.46%
20021.69%-13.45%-17.18%7.29%
2001-9.39%3.21%-16.03%14.34%
20003.41%-4.29%-1.52%-3.84%
199920.74%N/AN/AN/A

Rank in category (by total return)

YTD34
1-month51
3-month46
1-year99
3-year100
5-year100

Load adjusted returns

1-year16.25%
3-year1.36%
5-year7.86%
10-year8.85%