Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HIEBX (HighMark Large Cap Value Retail B) | NA | -4.58% | 15.69% | -3.31% | 2.61% | NA | NA | … | … |
Data as of 03/30/2012, Common starting date is 04/07/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HIEBX (HighMark Large Cap Value Retail B) | 04/07/2000 | 03/30/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.58 | 15.69 | -3.31 | 2.61 | NA | NA | … | … | 12.06 | -9.69 | 12.30 | 15.30 | -33.74 | -1.55 | 18.14 | 8.96 | 17.59 | 27.04 | -20.00 | -16.80 | 0.88 |
| Sharpe Ratio | NA | -0.19 | 0.72 | -0.14 | 0.06 | NA | NA | … | … | 5.91 | -0.36 | 0.62 | 0.57 | -0.84 | -0.26 | 1.41 | 0.58 | 1.43 | 1.63 | -0.87 | -1.02 | -0.18 |
| Standard Deviation(%) | NA | 24.82 | 21.59 | 27.44 | 22.55 | NA | NA | … | … | 9.95 | 26.80 | 19.77 | 26.48 | 41.02 | 17.58 | 10.60 | 11.68 | 11.65 | 16.18 | 24.25 | 18.95 | 16.16 |
| Draw Down(%) | NA | 28.51 | 28.51 | 56.42 | 56.42 | NA | NA | … | … | 3.07 | 28.51 | 17.33 | 28.68 | 46.73 | 14.65 | 9.03 | 9.19 | 9.19 | 15.93 | 32.87 | 28.07 | 8.47 |
| Yield(%) | 0.00 | 0.13 | 0.97 | 1.72 | 1.57 | 1.32 | 0.99 | … | … | 0.05 | 0.17 | 1.34 | 0.85 | 0.71 | 6.58 | 0.56 | 0.30 | 0.90 | 0.37 | 0.48 | 0.26 | 7.19 |
Data as of 03/30/2012, Common starting date is 04/07/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIEBX (HighMark Large Cap Value Retail B) |
-16.08%
Feb 2006 – Feb 2009 |
-6.06%
Sep 2006 – Sep 2011 |
-1.19%
Aug 2000 – Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIEBX (HighMark Large Cap Value Retail B) |
22.36%
Mar 2003 – Mar 2006 |
16.46%
Sep 2002 – Sep 2007 |
2.81%
Feb 2002 – Feb 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart