Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBSVX (HighMark Small Cap Value Retail B) | NA | -1.93% | 20.93% | -0.91% | 7.19% | NA | NA | … | … |
Data as of 12/09/2011, Common starting date is 11/17/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBSVX (HighMark Small Cap Value Retail B) | 11/17/2000 | 12/09/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.93 | 20.93 | -0.91 | 7.19 | NA | NA | … | … | -3.64 | 28.07 | 34.17 | -32.11 | -14.59 | 15.35 | 4.28 | 18.07 | 44.33 | -2.10 | 0.67 | 1.62 |
| Sharpe Ratio | NA | -0.07 | 0.63 | -0.05 | 0.21 | NA | NA | … | … | -0.13 | 1.13 | 0.84 | -0.68 | -0.82 | 0.79 | 0.14 | 1.17 | 2.76 | -0.14 | -0.09 | 0.54 |
| Standard Deviation(%) | NA | 29.16 | 33.16 | 34.90 | 27.75 | NA | NA | … | … | 29.66 | 24.68 | 40.76 | 48.25 | 21.50 | 15.31 | 15.29 | 14.69 | 15.84 | 22.91 | 19.24 | 21.14 |
| Draw Down(%) | NA | 28.97 | 41.70 | 67.36 | 67.36 | NA | NA | … | … | 28.97 | 19.18 | 41.70 | 51.20 | 23.71 | 10.20 | 10.75 | 12.45 | 10.14 | 29.75 | 29.51 | 5.91 |
| Yield(%) | 0.00 | 0.00 | 1.23 | 5.78 | 7.79 | 5.26 | 3.94 | … | … | 0.00 | 0.70 | 0.63 | 1.29 | 17.65 | 13.70 | 7.92 | 6.93 | 2.07 | 0.00 | 5.21 | 9.81 |
Data as of 12/09/2011, 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 |
|---|---|---|---|---|
| HBSVX (HighMark Small Cap Value Retail B) |
-23.51%
Feb 2006 – Feb 2009 |
-11.41%
Feb 2004 – Feb 2009 |
6.47%
Aug 2001 – Aug 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBSVX (HighMark Small Cap Value Retail B) |
26.39%
Mar 2003 – Mar 2006 |
17.03%
Oct 2001 – Oct 2006 |
8.03%
Oct 2001 – Oct 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart