Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCTCX (HighMark CA Interm Tax-Free Bd Retail C) | NA | -2.73% | 1.43% | 3.00% | 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 |
|---|---|---|
| HCTCX (HighMark CA Interm Tax-Free Bd 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 | -2.73 | 1.43 | 3.00 | NA | NA | NA | … | … | -3.01 | 3.57 | 6.38 | 0.92 | 5.71 | 2.84 | 3.49 | 2.42 | 0.16 | 1.28 | -0.28 |
| Sharpe Ratio | NA | -1.00 | 0.61 | 1.34 | NA | NA | NA | … | … | -1.24 | 1.87 | 3.55 | 0.45 | 2.43 | 0.59 | 0.25 | -0.74 | -1.19 | 0.11 | -3.85 |
| Standard Deviation(%) | NA | 2.76 | 2.29 | 2.19 | NA | NA | NA | … | … | 2.86 | 1.89 | 1.79 | 1.83 | 2.31 | 3.15 | 1.39 | 1.36 | 1.76 | 2.78 | 2.41 |
| Draw Down(%) | NA | 5.22 | 5.22 | 5.22 | NA | NA | NA | … | … | 5.11 | 1.91 | 1.65 | 3.63 | 2.16 | 4.93 | 1.18 | 1.10 | 2.07 | 5.12 | 0.38 |
| Yield(%) | 0.00 | 1.49 | 1.77 | 2.21 | 2.60 | 1.73 | 1.30 | … | … | 1.20 | 1.80 | 1.98 | 2.04 | 3.00 | 2.99 | 3.11 | 3.38 | 3.96 | 3.74 | 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 |
|---|---|---|---|---|
| HCTCX (HighMark CA Interm Tax-Free Bd Retail C) |
0.91%
Aug 2010 – Aug 2013 |
2.14%
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 |
|---|---|---|---|---|
| HCTCX (HighMark CA Interm Tax-Free Bd Retail C) |
5.09%
Aug 2007 – Aug 2010 |
4.23%
Jul 2007 – Jul 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart