(HFRO) Highland Opportunities - Performance -27.1% in 12m
Compare HFRO with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-33.02%
#12 in Group
Rel. Strength
28.40%
#5577 in Universe
Total Return 12m
-27.13%
#13 in Group
Total Return 5y
-15.59%
#13 in Group
P/E -
(unknown) Percentile in Group
P/E Forward -
(unknown) Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield -
(unknown) Percentile in Group
12m Total Return: HFRO (-27.1%) vs TLT (4.4%)
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 |
-6.73% | 13.8% | 66.5% | - | - | - | - | - |
| FRA NYSE BlackRock Floating Rate |
-8.24% | 1.64% | 79.2% | - | - | - | - | - |
| BSL NYSE Blackstone GSO Senior |
-0.38% | 8.81% | 92.6% | - | - | - | - | - |
| DSU NYSE BlackRock Debt Strategies |
-9.87% | -2.03% | 72.7% | - | - | - | - | - |
| JFR NYSE Nuveen Floating Rate Income |
-6.47% | 1.97% | 73.1% | - | - | - | - | - |
| BGB NYSE Blackstone GSO Strategic |
-7.14% | 4.75% | 71.7% | - | - | - | - | - |
| BGX NYSE Blackstone GSO Long Short |
-8.67% | 2.63% | 79.3% | - | - | - | - | - |
| FCT NYSE First Trust Senior Floating |
-7.55% | 2.73% | 56.7% | - | - | - | - | - |
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 | -21.06% | 1.92% | -12.15% |
| 3 Months | -15.85% | 7.95% | -14.88% |
| 12 Months | -27.13% | 4.36% | -0.26% |
| 5 Years | -15.59% | -36.86% | 105.18% |
| Trend Score (consistency of price movement) | HFRO | TLT | S&P 500 |
| 1 Month | -84.0% | 35.1% | -8.8% |
| 3 Months | -49.9% | 86.1% | -65.3% |
| 12 Months | -74.7% | 8.5% | 80.7% |
| 5 Years | -21.1% | -89.9% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #13 | -22.5% | -10.1% |
| 3 Month | #12 | -22.1% | -1.15% |
| 12 Month | #12 | -30.2% | -26.9% |
| 5 Years | #12 | 33.7% | -58.9% |
FAQs
Does HFRO Highland Opportunities outperforms the market?
No,
over the last 12 months HFRO made -27.13%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 4.36%.
Over the last 3 months HFRO made -15.85%, while TLT made 7.95%.
Over the last 3 months HFRO made -15.85%, while TLT made 7.95%.
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 | -0.41% | -8.91% | -13.3% | -26.9% |
| US NASDAQ 100 | QQQ | 0.39% | -6.48% | -11.5% | -24.8% |
| US Dow Jones Industrial 30 | DIA | -1.68% | -11.3% | -15.7% | -28.0% |
| German DAX 40 | DAX | -1.34% | -13.4% | -32.3% | -38.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -4.18% | -15.8% | -2.19% | -31.1% |
| Hongkong Hang Seng | HSI | -2.76% | -14.4% | -7.98% | -37.1% |
| India NIFTY 50 | INDA | -5.40% | -23.9% | -11.3% | -23.2% |
| Brasil Bovespa | EWZ | -3.86% | -23.5% | -11.7% | -9.65% |
HFRO vs. Sectors HFRO is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.59% | -8.39% | -21.0% | -35.1% |
| Consumer Discretionary | XLY | -2.25% | -9.08% | -17.2% | -30.8% |
| Consumer Staples | XLP | -7.05% | -17.1% | -22.1% | -35.6% |
| Energy | XLE | 5.31% | -12.3% | -10.4% | -11.0% |
| Financial | XLF | 0.70% | -9.92% | -22.1% | -36.1% |
| Health Care | XLV | -3.09% | -12.7% | -14.5% | -24.0% |
| Industrial | XLI | -0.10% | -10.8% | -12.3% | -23.7% |
| Materials | XLB | -1.05% | -12.3% | -7.17% | -13.5% |
| Real Estate | XLRE | -3.56% | -12.2% | -15.6% | -32.9% |
| Technology | XLK | 2.15% | -4.67% | -5.74% | -17.1% |
| Utilities | XLU | -5.06% | -17.2% | -17.6% | -45.4% |
| Aerospace & Defense | XAR | 0.99% | -11.7% | -15.9% | -33.7% |
| Biotech | XBI | 3.25% | -6.59% | -0.07% | -9.56% |
| Homebuilder | XHB | -6.12% | -16.0% | -1.43% | -14.5% |
| Retail | XRT | -4.15% | -12.9% | -9.80% | -15.7% |