Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HGAFX (HighMark Tactical Capital Gr Allc Fid) | NA | 13.34% | 8.49% | 13.59% | NA | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 11/17/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HGAFX (HighMark Tactical Capital Gr Allc Fid) | 11/17/2006 | 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 | 13.34 | 8.49 | 13.59 | NA | NA | NA | … | … | 11.67 | 15.84 | -4.22 | 17.19 | 27.84 | -34.53 | 2.62 | -0.52 |
| Sharpe Ratio | NA | 1.56 | 0.53 | 0.65 | NA | NA | NA | … | … | 1.70 | 1.32 | -0.19 | 0.94 | 1.09 | -0.98 | -0.03 | -0.79 |
| Standard Deviation(%) | NA | 8.52 | 15.79 | 20.75 | NA | NA | NA | … | … | 8.12 | 12.05 | 22.78 | 18.11 | 25.36 | 36.04 | 14.78 | 10.05 |
| Draw Down(%) | NA | 6.01 | 22.14 | 25.52 | NA | NA | NA | … | … | 6.01 | 10.71 | 22.14 | 14.60 | 25.52 | 46.22 | 10.42 | 3.35 |
| Yield(%) | 0.00 | 0.80 | 1.10 | 3.21 | 1.55 | 1.03 | 0.77 | … | … | 0.23 | 1.42 | 1.07 | 1.42 | 1.42 | 6.46 | 5.17 | 0.00 |
Data as of 11/06/2013, Common starting date is 11/17/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HGAFX (HighMark Tactical Capital Gr Allc Fid) |
-8.82%
Jun 2007 – Jun 2010 |
-1.54%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HGAFX (HighMark Tactical Capital Gr Allc Fid) |
23.80%
Feb 2009 – Feb 2012 |
12.28%
Oct 2008 – Oct 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart