Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCLMX (HighMark Cognitive Value M) | NA | 20.75% | -5.13% | 4.83% | 2.30% | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 06/11/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCLMX (HighMark Cognitive Value M) | 06/11/2001 | 11/06/2013 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 20.75 | -5.13 | 4.83 | 2.30 | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 1.22 | 1.30 | 1.57 | 5.66 | 4.43 | 3.33 | … | … |
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 |
|---|---|---|---|---|
| HCLMX (HighMark Cognitive Value M) |
-16.93%
Feb 2006 – Feb 2009 |
-11.16%
May 2007 – May 2012 |
-0.40%
May 2002 – May 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCLMX (HighMark Cognitive Value M) |
28.73%
Feb 2009 – Feb 2012 |
17.31%
Sep 2002 – Sep 2007 |
7.03%
Oct 2001 – Oct 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart