(HFRO) Highland Opportunities - Performance -12.8% in 12m
Compare HFRO with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-20.02%
#13 in Group
Rel. Strength
31.93%
#5433 in Universe
Total Return 12m
-12.77%
#13 in Group
Total Return 5y
10.24%
#13 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 (-12.8%) vs TLT (5.7%)
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 |
0.17% | 23.2% | 69.8% | - | - | - | - | - |
| FRA NYSE BlackRock Floating Rate |
-2.42% | 7.46% | 84.4% | - | - | - | - | - |
| BSL NYSE Blackstone GSO Senior |
0.49% | 9.66% | 79.5% | - | - | - | - | - |
| DSU NYSE BlackRock Debt Strategies |
-0.36% | 7.7% | 78.9% | - | - | - | - | - |
| JFR NYSE Nuveen Floating Rate Income |
-2.39% | 6.95% | 78.5% | - | - | - | - | - |
| BGB NYSE Blackstone GSO Strategic |
-1.73% | 9.68% | 71.9% | - | - | - | - | - |
| FCT NYSE First Trust Senior Floating |
-1.03% | 7.74% | 60.9% | - | - | - | - | - |
| BGX NYSE Blackstone GSO Long Short |
-1.22% | 9.23% | 74.2% | - | - | - | - | - |
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 | -0.37% | -1.36% | -0.87% |
| 3 Months | -8.77% | 3.00% | -7.58% |
| 12 Months | -12.77% | 5.65% | 11.88% |
| 5 Years | 10.24% | -38.91% | 110.33% |
| Trend Score (consistency of price movement) | HFRO | TLT | S&P 500 |
| 1 Month | 43.0% | -33% | 23% |
| 3 Months | -86.8% | 2.8% | -88.5% |
| 12 Months | -75.3% | -16.9% | 55.1% |
| 5 Years | -28.0% | -89.4% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #5 | 1.01% | 0.50% |
| 3 Month | #13 | -11.4% | -1.28% |
| 12 Month | #13 | -17.4% | -22.0% |
| 5 Years | #12 | 80.5% | -47.6% |
FAQs
Does HFRO Highland Opportunities outperforms the market?
No,
over the last 12 months HFRO made -12.77%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 5.65%.
Over the last 3 months HFRO made -8.77%, while TLT made 3.00%.
Over the last 3 months HFRO made -8.77%, while TLT made 3.00%.
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 | -0.98% | 0.50% | -3.41% | -24.7% |
| US NASDAQ 100 | QQQ | -2.01% | -1.77% | -3.84% | -25.4% |
| US Dow Jones Industrial 30 | DIA | -0.04% | 2.81% | -3.32% | -22.0% |
| German DAX 40 | DAX | 0.25% | -1.69% | -22.9% | -37.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.98% | 2.45% | -0.42% | -18.7% |
| Hongkong Hang Seng | HSI | 0.01% | -0.43% | -5.33% | -26.7% |
| India NIFTY 50 | INDA | 1.86% | -4.43% | -3.70% | -15.8% |
| Brasil Bovespa | EWZ | -0.18% | -4.97% | -7.11% | -6.95% |
HFRO vs. Sectors HFRO is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.23% | 0.68% | -9.54% | -36.7% |
| Consumer Discretionary | XLY | -1.06% | -0.27% | -5.92% | -26.1% |
| Consumer Staples | XLP | 2.52% | -0.57% | -8.72% | -24.0% |
| Energy | XLE | 3.50% | 13.5% | 2.38% | -1.68% |
| Financial | XLF | 0.41% | 1.74% | -11.0% | -35.5% |
| Health Care | XLV | -0.90% | 3.42% | -1.72% | -14.5% |
| Industrial | XLI | -1.40% | -0.48% | -4.12% | -22.4% |
| Materials | XLB | -0.37% | 2.06% | 4.0% | -9.25% |
| Real Estate | XLRE | 0.54% | 0.94% | -2.52% | -30.9% |
| Technology | XLK | -3.43% | -2.06% | -0.07% | -20.5% |
| Utilities | XLU | 1.86% | -0.43% | -5.53% | -34.6% |
| Aerospace & Defense | XAR | -1.93% | -6.76% | -16.9% | -39.3% |
| Biotech | XBI | -2.28% | -2.65% | 9.23% | -10.9% |
| Homebuilder | XHB | -0.29% | 1.90% | 11.4% | -5.74% |
| Retail | XRT | 0.59% | 0.19% | 2.16% | -10.0% |