Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCECX (HighMark Large Cap Core Equity Retail C) | NA | 18.64% | 12.69% | 15.58% | 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 |
|---|---|---|
| HCECX (HighMark Large Cap Core Equity 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 | 18.64 | 12.69 | 15.58 | NA | NA | NA | … | … | 18.35 | 17.16 | 0.47 | 13.47 | 27.95 | -36.64 | -4.34 | 19.69 | 5.38 | 4.58 | 2.06 |
| Sharpe Ratio | NA | 1.67 | 0.75 | 0.69 | NA | NA | NA | … | … | 2.05 | 1.33 | 0.02 | 0.71 | 0.98 | -0.93 | -0.45 | 1.60 | 0.32 | 0.33 | 11.29 |
| Standard Deviation(%) | NA | 11.14 | 16.81 | 22.58 | NA | NA | NA | … | … | 10.62 | 12.95 | 23.58 | 18.74 | 28.51 | 40.27 | 16.34 | 10.27 | 10.04 | 10.96 | 7.92 |
| Draw Down(%) | NA | 6.11 | 18.30 | 29.74 | NA | NA | NA | … | … | 6.11 | 10.57 | 18.30 | 17.84 | 29.74 | 49.76 | 15.08 | 7.70 | 6.65 | 9.65 | 0.27 |
| Yield(%) | 0.00 | 0.35 | 0.28 | 0.53 | 0.92 | 0.61 | 0.46 | … | … | 0.21 | 0.20 | 0.33 | 0.15 | 0.93 | 0.72 | 3.98 | 0.47 | 0.21 | 0.54 | 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 |
|---|---|---|---|---|
| HCECX (HighMark Large Cap Core Equity Retail C) |
-17.42%
Feb 2006 – Feb 2009 |
-8.94%
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 |
|---|---|---|---|---|
| HCECX (HighMark Large Cap Core Equity Retail C) |
26.20%
Feb 2009 – Feb 2012 |
14.12%
Oct 2008 – Oct 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart