Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCEAX (HighMark Large Cap Core Equity Retail A) | NA | 19.37% | 13.40% | 16.37% | 5.93% | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 01/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCEAX (HighMark Large Cap Core Equity Retail A) | 01/19/2001 | 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 | 19.37 | 13.40 | 16.37 | 5.93 | NA | NA | … | … | 18.91 | 18.18 | 0.97 | 14.12 | 28.49 | -36.04 | -3.68 | 20.53 | 6.02 | 5.19 | 26.99 | -23.97 | -14.39 |
| Sharpe Ratio | NA | 1.74 | 0.79 | 0.72 | 0.23 | NA | NA | … | … | 2.11 | 1.41 | 0.04 | 0.74 | 1.00 | -0.91 | -0.41 | 1.67 | 0.38 | 0.39 | 1.53 | -0.98 | -0.83 |
| Standard Deviation(%) | NA | 11.12 | 16.80 | 22.59 | 20.79 | NA | NA | … | … | 10.63 | 12.96 | 23.52 | 18.90 | 28.36 | 40.28 | 16.33 | 10.37 | 10.05 | 10.85 | 17.18 | 25.63 | 21.37 |
| Draw Down(%) | NA | 6.17 | 18.11 | 29.78 | 58.70 | NA | NA | … | … | 6.17 | 10.33 | 18.11 | 17.76 | 29.78 | 49.54 | 14.85 | 7.62 | 6.62 | 9.39 | 13.40 | 34.28 | 29.32 |
| Yield(%) | 0.00 | 0.80 | 0.94 | 1.31 | 1.47 | 0.81 | 0.61 | … | … | 0.51 | 1.14 | 0.83 | 0.68 | 1.38 | 1.16 | 4.31 | 0.95 | 0.65 | 0.79 | 0.49 | 0.24 | 0.00 |
Data as of 11/06/2013, Common starting date is 01/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCEAX (HighMark Large Cap Core Equity Retail A) |
-16.80%
Feb 2006 – Feb 2009 |
-8.32%
Feb 2004 – Feb 2009 |
1.33%
Feb 2001 – Feb 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCEAX (HighMark Large Cap Core Equity Retail A) |
26.90%
Feb 2009 – Feb 2012 |
14.85%
Oct 2008 – Oct 2013 |
7.72%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart