Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBDBX (HighMark Bond Retail B) | NA | -3.38% | 1.87% | 5.44% | 3.73% | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 01/24/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBDBX (HighMark Bond Retail B) | 01/24/2001 | 11/06/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.38 | 1.87 | 5.44 | 3.73 | NA | NA | … | … | -3.58 | 5.90 | 5.29 | 6.44 | 9.98 | 0.51 | 5.50 | 2.69 | 1.03 | 2.58 | 4.16 | 6.37 | 6.13 |
| Sharpe Ratio | NA | -1.31 | 0.61 | 1.62 | 0.75 | NA | NA | … | … | -1.55 | 2.67 | 1.55 | 1.87 | 2.45 | -0.07 | 0.79 | -0.23 | -0.43 | 0.46 | 0.82 | 1.35 | 1.06 |
| Standard Deviation(%) | NA | 2.60 | 2.96 | 3.33 | 3.55 | NA | NA | … | … | 2.72 | 2.21 | 3.40 | 3.39 | 4.04 | 6.06 | 3.13 | 2.61 | 2.66 | 3.57 | 4.23 | 3.92 | 4.16 |
| Draw Down(%) | NA | 5.03 | 5.03 | 5.03 | 7.02 | NA | NA | … | … | 5.03 | 1.14 | 1.56 | 2.98 | 1.47 | 7.02 | 2.14 | 2.35 | 2.41 | 4.34 | 4.71 | 2.27 | 3.49 |
| Yield(%) | 0.00 | 2.74 | 3.53 | 3.87 | 3.64 | 3.36 | 2.52 | … | … | 1.15 | 3.68 | 4.67 | 3.86 | 3.70 | 4.00 | 3.91 | 3.75 | 3.90 | 3.46 | 3.93 | 4.87 | 5.25 |
Data as of 11/06/2013, Common starting date is 01/24/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBDBX (HighMark Bond Retail B) |
0.70%
Jun 2003 – Jun 2006 |
1.55%
Oct 2003 – Oct 2008 |
3.60%
Sep 2003 – Sep 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBDBX (HighMark Bond Retail B) |
8.98%
Oct 2008 – Oct 2011 |
6.14%
Jul 2007 – Jul 2012 |
4.72%
Jul 2002 – Jul 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart