Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HASVX (HighMark Small Cap Value Retail A) | NA | -6.02% | 24.06% | -0.68% | 7.09% | NA | NA | … | … |
Data as of 01/26/2012, Common starting date is 11/17/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HASVX (HighMark Small Cap Value Retail A) | 11/17/2000 | 01/26/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.02 | 24.06 | -0.68 | 7.09 | NA | NA | … | … | 0.00 | -3.76 | 28.14 | 34.90 | -31.71 | -14.07 | 16.01 | 5.06 | 18.74 | 45.39 | -1.43 | 1.27 | 1.73 |
| Sharpe Ratio | NA | -0.21 | 0.77 | -0.04 | 0.22 | NA | NA | … | … | 0.00 | -0.13 | 1.14 | 0.86 | -0.68 | -0.80 | 0.84 | 0.19 | 1.21 | 2.82 | -0.11 | -0.06 | 0.60 |
| Standard Deviation(%) | NA | 28.58 | 31.09 | 34.69 | 27.59 | NA | NA | … | … | NA | 28.85 | 24.67 | 40.69 | 48.14 | 21.51 | 15.29 | 15.27 | 14.71 | 15.87 | 22.51 | 19.14 | 20.99 |
| Draw Down(%) | NA | 28.76 | 33.47 | 67.03 | 67.03 | NA | NA | … | … | 0.00 | 28.76 | 19.56 | 41.73 | 51.17 | 23.45 | 10.04 | 10.61 | 12.23 | 10.11 | 29.06 | 29.04 | 5.85 |
| Yield(%) | 0.00 | 0.00 | 1.15 | 3.97 | 7.56 | 5.48 | 4.11 | … | … | 0.00 | 0.00 | 1.19 | 1.35 | 2.01 | 17.31 | 13.71 | 8.00 | 6.74 | 2.33 | 0.10 | 5.17 | 9.91 |
Data as of 01/26/2012, Common starting date is 11/17/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HASVX (HighMark Small Cap Value Retail A) |
-23.02%
Feb 2006 – Feb 2009 |
-10.83%
Feb 2004 – Feb 2009 |
7.08%
Aug 2001 – Aug 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HASVX (HighMark Small Cap Value Retail A) |
27.22%
Mar 2003 – Mar 2006 |
17.76%
Oct 2001 – Oct 2006 |
8.57%
Oct 2001 – Oct 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart