Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCLFX (HighMark Cognitive Value Fid) | NA | 20.65% | 12.82% | 16.28% | NA | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 07/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCLFX (HighMark Cognitive Value Fid) | 07/06/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 20.65 | 12.82 | 16.28 | NA | NA | NA | … | … | 17.77 | 15.63 | 0.77 | 28.38 | 20.45 | -32.98 | -4.59 | 9.35 |
| Sharpe Ratio | NA | 1.46 | 0.60 | 0.62 | NA | NA | NA | … | … | 1.50 | 1.00 | 0.02 | 1.24 | 0.66 | -0.92 | -0.42 | 1.15 |
| Standard Deviation(%) | NA | 14.16 | 21.54 | 26.03 | NA | NA | NA | … | … | 14.07 | 15.72 | 30.57 | 22.78 | 30.88 | 36.77 | 18.34 | 14.49 |
| Draw Down(%) | NA | 6.64 | 28.39 | 30.98 | NA | NA | NA | … | … | 6.64 | 13.57 | 28.39 | 16.60 | 30.98 | 46.17 | 15.27 | 5.87 |
| Yield(%) | 0.00 | 1.12 | 1.19 | 1.47 | 2.68 | 1.79 | 1.34 | … | … | 0.00 | 1.25 | 0.89 | 1.60 | 0.98 | 0.82 | 11.37 | 11.69 |
Data as of 11/06/2013, Common starting date is 07/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCLFX (HighMark Cognitive Value Fid) |
-10.08%
Jun 2007 – Jun 2010 |
-1.56%
Sep 2006 – Sep 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCLFX (HighMark Cognitive Value Fid) |
28.64%
Feb 2009 – Feb 2012 |
14.74%
Oct 2008 – Oct 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart