Highland Funds

  • Highland Small-Cap Equity Fund

Highland Small-Cap Equity Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1998 4.6 6.5 7.6 0 0 0 0 0 0 0 0 0 0
1999 -3.9 6.3 2.1 -0.2 -4.9 0.7 8.5 4.1 8.7 -0.6 -7.8 -5.3 6.3
2000 7.4 -1.1 -2.4 -0.1 7.1 -4.1 4.6 -6 -2.8 3.7 10.6 -4.5 11.4
2001 -9.2 4.9 3.8 -7.6 -0.3 -1.6 4.2 5 4.3 -2.7 0.1 -3 -3.3
2002 -2.2 3 1 -4.1 0.2 -11.8 -2.7 -1.8 1.8 5.1 -2.1 -0.2 -13.9
2003 4.3 2.9 6.6 -2.8 4.2 3.4 1 7.2 5.8 1 -5.1 -5.4 24.3
2004 -10.1 7.6 1.5 3.9 -1 -6.6 2.8 1.2 -3.1 0.3 1.4 4.4 1.1
2005 -3.6 3.1 -1.9 1 -1.7 4.8 2.5 5.9 -3.5 -1.6 3.6 -2.8 5.4
2006 -0.6 2 5.9 0.2 4.3 -4 0.1 -7.1 0.2 5.3 0.2 6.8 13.1
2007 -0.1 -6.2 1.9 1.2 1.6 -4.2 -2.2 4.5 3 0.7 0.2 2.5 2.4
2008 4.4 -10.9 -22.6 -11.7 1.7 2.1 -7.6 4.9 6 -0.3 -2.3 -5.5 -37.6
2009 6.3 2.5 -4.1 6.3 1.6 6.9 2 4.2 14.3 8.1 -9.6 -8.8 30.6
2010 7.9 4.1 4 11.8 -6.9 5.8 -5.2 -6.2 3.5 7.3 3.3 -3.2 27.2
2011 0.2 0.9 13.9 -8.9 -6.4 -3.6 -1.9 -1.4 3.7 3.2 4.5 0.9 3.2
2012 3.1 1.3 -2.2 2.6 2.9 -1.5 3.1 -5.4 -1.5 2.8 2.4 5.9 13.8
2013 1.6 2.3 4.1 5.5 -2.4 5.3 -1 3.5 -1.1 4.9 1.3 5.4 33
2014 0.8 1 5.1 -5 3.5 -4.2 5 2.1 -2.4 -0.1 3.7 -2.8 6.1
2015 -3.2 0.3 3.9 -8.2 -5.3 -1.5 2.1 0.7 -1.9 0.6 7.6 -3.9 -9.4
2016 3.3 6.7 -6 1.3 1.9 9.1 -5.7 1.6 12 12.6 2 -8.3 32
2017 5.1 2 -4.2 1 -5.3 0.5 6.6 -2 1.5 1.2 4.3 2.9 13.7
2018 -8.8 0.7 -5 -8.7 -0.4 2.5 -0.1 2.3 9.1 -1.7 0.1 4.4 -6.8
2019 -7.2 2.9 0 3.2 -5.7 -4.8 5.3 -3.5 1.9 0.6 6.2 13.2 10.6
2020 13.4 21.2 -1.7 -27.9 -3.4 -1.3 -10.1 4.7 21.9 -42.6 -14.6 -5.6 -50.6
2021 5.1 -1.8 4.4 -1.3 6.4 -2 -0.1 2.7 7.1 11.8 2.1 -0.8 37.9
2022 -6.1 2.3 2.9 -9.9 -0.7 3.2 -6.7 -1.2 -3.7 1.3 2.7 0.5 -15.3
2023 6.7 4 -7.6 -7.3 -5.7 2.5 1.5 -2.2 -2.5 -3 -1.8 5.1 -10.9
2024 0 -0.8 3.7 -1.7 -4.7 0 0 0 0 0 0 0 -3