(HFRO) Highland Opportunities - Performance -14.6% in 12m
Compare HFRO with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-21.98%
#12 in Group
Rel. Strength
30.54%
#5580 in Universe
Total Return 12m
-14.58%
#12 in Group
Total Return 5y
3.09%
#12 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: HFRO (-14.6%) vs TLT (5.5%)
5y Drawdown (Underwater) Chart
Top Performers in Bank Loan
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| BRW NYSE Saba Capital Income & |
-3.83% | 19.4% | 62.2% | - | - | - | - | - |
| FRA NYSE BlackRock Floating Rate |
-3.21% | 5.84% | 81.3% | - | - | - | - | - |
| DSU NYSE BlackRock Debt Strategies |
-2.83% | 6.64% | 76.3% | - | - | - | - | - |
| BSL NYSE Blackstone GSO Senior |
-0.22% | 8.86% | 75.9% | - | - | - | - | - |
| BGB NYSE Blackstone GSO Strategic |
-2.55% | 9.59% | 69.6% | - | - | - | - | - |
| JFR NYSE Nuveen Floating Rate Income |
-3.83% | 5.49% | 71.1% | - | - | - | - | - |
| FCT NYSE First Trust Senior Floating |
-3.36% | 6.55% | 58.2% | - | - | - | - | - |
| BGX NYSE Blackstone GSO Long Short |
-2.68% | 8.5% | 66.4% | - | - | - | - | - |
Performance Comparison: HFRO vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for HFRO
| Total Return (including Dividends) | HFRO | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | -1.95% | -0.61% | -4.31% |
| 3 Months | -9.50% | 1.77% | -7.85% |
| 12 Months | -14.58% | 5.49% | 10.76% |
| 5 Years | 3.09% | -39.41% | 106.31% |
| Trend Score (consistency of price movement) | HFRO | TLT | S&P 500 |
| 1 Month | -2.90% | -64.4% | -35.6% |
| 3 Months | -86.5% | 9.6% | -89.7% |
| 12 Months | -75.4% | -12.9% | 58.3% |
| 5 Years | -26.1% | -89.6% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #2 | -1.34% | 2.47% |
| 3 Month | #12 | -11.1% | -1.79% |
| 12 Month | #13 | -19.0% | -22.9% |
| 5 Years | #13 | 70.2% | -50.0% |
FAQs
Does HFRO Highland Opportunities outperforms the market?
No,
over the last 12 months HFRO made -14.58%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 5.49%.
Over the last 3 months HFRO made -9.50%, while TLT made 1.77%.
Over the last 3 months HFRO made -9.50%, while TLT made 1.77%.
Performance Comparison HFRO vs Indeces and Sectors
HFRO vs. Indices HFRO is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -4.51% | 2.36% | -3.53% | -25.3% |
| US NASDAQ 100 | QQQ | -6.47% | 2.29% | -3.53% | -26.6% |
| US Dow Jones Industrial 30 | DIA | -2.44% | 3.83% | -3.79% | -21.6% |
| German DAX 40 | DAX | -1.85% | 1.86% | -22.0% | -38.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.02% | 1.55% | -2.11% | -23.2% |
| Hongkong Hang Seng | HSI | -2.24% | 0.93% | -5.40% | -28.6% |
| India NIFTY 50 | INDA | 2.92% | -3.51% | -5.13% | -16.4% |
| Brasil Bovespa | EWZ | -4.26% | -3.92% | -8.03% | -9.08% |
HFRO vs. Sectors HFRO is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -4.37% | 3.63% | -12.3% | -37.0% |
| Consumer Discretionary | XLY | -6.86% | 2.09% | -6.69% | -28.9% |
| Consumer Staples | XLP | 2.95% | -4.70% | -8.85% | -24.1% |
| Energy | XLE | -1.16% | 9.68% | -1.10% | -2.65% |
| Financial | XLF | -2.55% | 2.83% | -11.6% | -33.9% |
| Health Care | XLV | -1.49% | 3.02% | -1.52% | -14.8% |
| Industrial | XLI | -2.68% | 2.12% | -3.88% | -21.5% |
| Materials | XLB | -1.26% | 2.56% | 3.36% | -9.24% |
| Real Estate | XLRE | 0.32% | -0.04% | -1.38% | -29.7% |
| Technology | XLK | -8.32% | 2.57% | 1.34% | -20.8% |
| Utilities | XLU | -0.36% | -3.63% | -6.63% | -35.0% |
| Aerospace & Defense | XAR | -4.07% | -1.65% | -14.8% | -41.6% |
| Biotech | XBI | -3.64% | 5.89% | 9.56% | -12.3% |
| Homebuilder | XHB | -2.76% | 4.07% | 11.5% | -6.61% |
| Retail | XRT | -1.72% | 0.98% | 0.59% | -11.0% |