Highland Small-Cap Equity Fund

Monthly Returns (%)
Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1998 0 0 0 0 0 0 0 0 0 7.6 6.41 4.63 0
1999 -5.27 -7.77 -0.57 8.57 4.08 8.53 0.63 -5 -0.08 2.06 6.29 -3.94 6
2000 -4.58 10.67 3.66 -2.88 -6.01 4.66 -4.15 7.17 -0.07 -2.43 -1.21 7.32 11.1
2001 -2.99 0.07 -2.78 4.37 4.91 4.2 -1.52 -0.27 -7.66 3.71 4.91 -9.1 -3.4
2002 -0.22 -2.14 5.05 1.79 -1.76 -2.73 -11.8 0.08 -4.01 1.04 2.93 -2.26 -14.1
2003 -5.48 -5.16 1.05 5.77 7.15 0.92 3.47 4.15 -2.84 6.55 2.89 4.25 24
2004 4.28 1.32 0.33 -3.13 1.21 2.79 -6.66 -0.9 3.91 1.48 7.55 2.78 15.2
2005 -2.88 3.61 -1.64 -3.47 5.89 2.51 4.77 -1.71 0.96 -1.85 3.05 0.21 9.3
2006 6.77 0.18 5.3 0.12 -7.1 0.12 -3.97 4.2 0.25 5.88 1.99 -0.62 12.9
2007 2.45 0.19 0.65 3.02 4.42 -2.21 -4.21 1.53 1.19 1.98 -6.26 -0.02 2.2
2008 -5.56 -2.3 -0.44 5.96 4.88 -7.65 2.05 1.76 -11.76 -22.65 -10.84 4.29 -37.9
2009 -8.66 -9.65 8.01 14.33 4.03 1.94 6.93 1.65 6.13 -4.12 2.58 6.23 30.3
2010 -3.16 3.26 7.22 3.71 -6.19 -5.3 5.83 -6.8 11.7 3.94 4.09 7.86 27
2011 0.89 4.49 3.2 3.68 -1.42 -2.08 -3.51 -6.43 -8.95 13.8 0.96 0.09 2.9
2012 5.87 2.37 2.79 -1.4 -5.5 3.08 -1.45 2.78 2.63 -2.17 1.27 3.05 13.6
2013 5.35 1.33 4.85 -1.1 3.42 -1.01 5.3 -2.48 5.51 4.02 2.25 1.58 32.7
2014 -2.73 3.62 -0.13 -2.44 2.1 5.04 -4.29 3.5 -5.04 5.1 0.89 0.8 5.9
2015 -3.88 7.55 0.61 -1.96 0.69 2.06 -1.41 -5.39 -8.29 3.93 0.23 -3.26 -9.7
2016 -8.27 1.98 12.52 11.91 1.54 -5.69 9.1 1.92 1.3 -6.08 6.77 3.27 31.6
2017 2.98 4.3 1.22 1.47 -2.11 6.66 0.5 -5.33 0.93 -4.2 1.99 4.9 13.4
2018 4.5 0.07 -1.68 9.19 2.24 -0.2 2.53 -0.39 -8.66 -5.06 0.68 -8.87 -6.9
2019 13.16 6.11 0.64 1.83 -3.51 5.26 -4.77 -5.73 3.17 -0.08 2.91 -8.31 9.1
2020 -3.53 -1.33 -10 4.52 21.86 -42.51 -14.65 -5.63 -27.87 -1.43 21.05 13.36 -50.7
2021 -0.71 1.98 11.82 6.94 2.8 -0.29 -2.01 6.46 -1.38 4.34 -1.74 5.18 37.7
2022 0.39 2.71 1.38 -3.85 -1.16 -6.92 3.23 -0.68 -9.99 2.89 2.36 -6.06 -15.6
2023 5.07 -1.75 -3.13 -2.61 -2.21 1.45 2.54 -5.74 -7.24 -7.62 4.03 6.64 -11.2
2024 -4.67 -1.63 3.69 -3.56 -3.8