Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HEGFX (HighMark Enhanced Growth Fid) | NA | 19.33% | 10.01% | 18.61% | NA | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 10/01/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEGFX (HighMark Enhanced Growth Fid) | 10/01/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.33 | 10.01 | 18.61 | NA | NA | NA | … | … | 17.95 | 14.38 | -3.56 | 16.47 | 56.96 | -43.94 | -4.11 |
| Sharpe Ratio | NA | 1.53 | 0.52 | 0.80 | NA | NA | NA | … | … | 1.76 | 0.86 | -0.14 | 0.81 | 2.12 | -1.13 | -0.77 |
| Standard Deviation(%) | NA | 12.58 | 19.29 | 23.15 | NA | NA | NA | … | … | 12.09 | 16.82 | 25.99 | 20.30 | 26.85 | 39.59 | 23.20 |
| Draw Down(%) | NA | 6.14 | 21.32 | 21.32 | NA | NA | NA | … | … | 6.14 | 14.77 | 21.32 | 15.88 | 17.53 | 52.80 | 11.72 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.08 | 0.02 | 0.01 | 0.01 | … | … | 0.00 | 0.00 | 0.00 | 0.10 | 0.21 | 0.00 | 0.00 |
Data as of 11/06/2013, Common starting date is 10/01/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEGFX (HighMark Enhanced Growth Fid) |
-0.89%
Nov 2007 – Nov 2010 |
2.21%
Nov 2007 – Nov 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEGFX (HighMark Enhanced Growth Fid) |
30.18%
Feb 2009 – Feb 2012 |
16.86%
Oct 2008 – Oct 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart