Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCLAX (HighMark Cognitive Value A) | NA | 20.36% | 12.51% | 15.91% | 7.49% | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 06/11/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCLAX (HighMark Cognitive Value A) | 06/11/2001 | 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 | 20.36 | 12.51 | 15.91 | 7.49 | NA | NA | … | … | 17.55 | 15.24 | 0.47 | 27.92 | 20.08 | -33.22 | -4.97 | 21.93 | 5.60 | 16.67 | 39.86 | -16.22 | 3.58 |
| Sharpe Ratio | NA | 1.45 | 0.58 | 0.62 | 0.28 | NA | NA | … | … | 1.48 | 0.97 | 0.01 | 1.22 | 0.65 | -0.93 | -0.44 | 1.24 | 0.22 | 0.97 | 2.23 | -0.70 | 0.26 |
| Standard Deviation(%) | NA | 14.06 | 21.38 | 25.74 | 22.99 | NA | NA | … | … | 14.04 | 15.76 | 30.56 | 22.75 | 30.87 | 36.68 | 18.34 | 15.09 | 15.86 | 16.19 | 17.53 | 24.87 | 18.87 |
| Draw Down(%) | NA | 6.63 | 28.39 | 30.99 | 59.03 | NA | NA | … | … | 6.63 | 13.61 | 28.39 | 16.67 | 30.99 | 46.34 | 15.41 | 11.87 | 9.73 | 11.47 | 14.95 | 37.19 | 18.70 |
| Yield(%) | 0.00 | 0.83 | 0.85 | 0.93 | 5.42 | 4.25 | 3.18 | … | … | 0.00 | 0.92 | 0.44 | 1.35 | 0.70 | 0.14 | 11.04 | 12.81 | 14.05 | 10.69 | 0.00 | 0.00 | 0.00 |
Data as of 11/06/2013, Common starting date is 06/11/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCLAX (HighMark Cognitive Value A) |
-17.23%
Feb 2006 – Feb 2009 |
-6.15%
Feb 2004 – Feb 2009 |
4.71%
May 2002 – May 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCLAX (HighMark Cognitive Value A) |
28.31%
Mar 2003 – Mar 2006 |
17.20%
Sep 2002 – Sep 2007 |
10.92%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart