Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HEGCX (HighMark Enhanced Growth C) | NA | 18.43% | 9.04% | 17.59% | 5.22% | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 06/11/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEGCX (HighMark Enhanced Growth C) | 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 | 18.43 | 9.04 | 17.59 | 5.22 | NA | NA | … | … | 17.18 | 13.27 | -4.48 | 15.82 | 55.46 | -44.45 | 14.55 | 2.33 | 0.90 | 9.18 | 46.36 | -35.51 | -14.91 |
| Sharpe Ratio | NA | 1.46 | 0.47 | 0.76 | 0.19 | NA | NA | … | … | 1.69 | 0.79 | -0.17 | 0.77 | 2.06 | -1.14 | 0.63 | -0.06 | -0.09 | 0.46 | 1.81 | -0.87 | -0.65 |
| Standard Deviation(%) | NA | 12.57 | 19.27 | 23.12 | 22.31 | NA | NA | … | … | 12.05 | 16.82 | 26.12 | 20.41 | 26.84 | 39.57 | 18.31 | 16.05 | 13.91 | 17.94 | 25.27 | 42.17 | 42.57 |
| Draw Down(%) | NA | 6.17 | 21.70 | 21.70 | 56.82 | NA | NA | … | … | 6.17 | 14.97 | 21.70 | 16.16 | 17.66 | 53.18 | 11.80 | 19.46 | 13.57 | 15.16 | 12.60 | 49.78 | 38.91 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.18 | 0.16 | 0.09 | 0.06 | … | … | 0.00 | 0.00 | 0.00 | 0.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.93 | 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 |
|---|---|---|---|---|
| HEGCX (HighMark Enhanced Growth C) |
-15.82%
Feb 2006 – Feb 2009 |
-7.61%
Feb 2004 – Feb 2009 |
1.50%
Jul 2001 – Jul 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEGCX (HighMark Enhanced Growth C) |
29.04%
Feb 2009 – Feb 2012 |
18.03%
Sep 2002 – Sep 2007 |
9.52%
Sep 2002 – Sep 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart