Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HIECX (HighMark Large Cap Value Retail C) | NA | -4.48% | 15.88% | -3.23% | 2.66% | NA | NA | … | … |
Data as of 03/30/2012, Common starting date is 01/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HIECX (HighMark Large Cap Value Retail C) | 01/19/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.48 | 15.88 | -3.23 | 2.66 | NA | NA | … | … | 12.13 | -9.70 | 12.79 | 15.25 | -33.80 | -1.54 | 18.11 | 9.07 | 17.55 | 27.02 | -19.99 | -16.15 |
| Sharpe Ratio | NA | -0.18 | 0.73 | -0.14 | 0.06 | NA | NA | … | … | 5.84 | -0.36 | 0.64 | 0.57 | -0.84 | -0.26 | 1.41 | 0.59 | 1.42 | 1.64 | -0.87 | -1.03 |
| Standard Deviation(%) | NA | 24.95 | 21.67 | 27.51 | 22.59 | NA | NA | … | … | 10.14 | 26.80 | 19.84 | 26.57 | 41.08 | 17.46 | 10.55 | 11.72 | 11.66 | 16.10 | 24.31 | 19.01 |
| Draw Down(%) | NA | 28.52 | 28.52 | 56.49 | 56.49 | NA | NA | … | … | 3.08 | 28.52 | 16.99 | 28.77 | 46.76 | 14.62 | 8.91 | 9.22 | 9.21 | 15.95 | 32.84 | 28.10 |
| Yield(%) | 0.00 | 0.17 | 1.19 | 1.80 | 1.63 | 0.95 | 0.71 | … | … | 0.07 | 0.20 | 1.77 | 0.86 | 0.73 | 6.61 | 0.58 | 0.30 | 0.93 | 0.43 | 0.51 | 0.29 |
Data as of 03/30/2012, Common starting date is 01/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIECX (HighMark Large Cap Value Retail C) |
-16.08%
Feb 2006 – Feb 2009 |
-5.99%
Sep 2006 – Sep 2011 |
1.05%
Sep 2001 – Sep 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIECX (HighMark Large Cap Value Retail C) |
22.41%
Mar 2003 – Mar 2006 |
16.46%
Sep 2002 – Sep 2007 |
2.86%
Feb 2002 – Feb 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart