Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBDCX (HighMark Bond Retail C) | NA | -3.17% | 2.11% | 5.69% | NA | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 12/18/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBDCX (HighMark Bond Retail C) | 12/18/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.17 | 2.11 | 5.69 | NA | NA | NA | … | … | -3.41 | 6.13 | 5.60 | 6.71 | 10.20 | 0.88 | 5.88 | 2.96 | 1.27 | 2.77 | -0.73 |
| Sharpe Ratio | NA | -1.24 | 0.70 | 1.71 | NA | NA | NA | … | … | -1.49 | 2.80 | 1.69 | 1.99 | 2.47 | -0.01 | 0.89 | -0.13 | -0.33 | 0.50 | -4.07 |
| Standard Deviation(%) | NA | 2.58 | 2.90 | 3.30 | NA | NA | NA | … | … | 2.70 | 2.19 | 3.30 | 3.32 | 4.08 | 6.05 | 3.22 | 2.55 | 2.70 | 3.61 | 5.23 |
| Draw Down(%) | NA | 4.95 | 4.95 | 4.95 | NA | NA | NA | … | … | 4.95 | 1.12 | 1.53 | 2.96 | 1.44 | 6.78 | 2.13 | 2.14 | 2.37 | 4.39 | 0.92 |
| Yield(%) | 0.00 | 2.96 | 3.79 | 4.17 | 3.78 | 2.52 | 1.89 | … | … | 1.33 | 3.98 | 4.96 | 4.11 | 4.00 | 4.27 | 4.16 | 4.01 | 4.14 | 3.74 | 0.00 |
Data as of 11/06/2013, Common starting date is 12/18/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBDCX (HighMark Bond Retail C) |
1.76%
Oct 2005 – Oct 2008 |
2.41%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBDCX (HighMark Bond Retail C) |
9.25%
Oct 2008 – Oct 2011 |
6.43%
Jul 2007 – Jul 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart