Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HIOAX (HighMark International Opportunities A) | NA | 15.97% | 3.31% | 11.19% | 7.92% | 5.33% | NA | … | … |
Data as of 11/06/2013, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HIOAX (HighMark International Opportunities A) | 06/21/1996 | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.97 | 3.31 | 11.19 | 7.92 | 5.33 | NA | … | … | 9.44 | 20.54 | -15.64 | 12.25 | 29.84 | -45.06 | 18.47 | 27.00 | 20.69 | 19.69 | 43.86 | -12.71 | -21.50 | -19.30 | 33.26 | 12.08 | 10.03 | 5.93 |
| Sharpe Ratio | NA | 1.34 | 0.16 | 0.47 | 0.31 | NA | NA | … | … | 0.94 | 1.34 | -0.57 | 0.57 | 1.09 | -1.12 | 0.78 | 1.57 | 1.76 | 1.46 | 3.68 | -0.82 | -1.47 | -1.31 | 2.35 | 0.45 | -3.44 | 1.09 |
| Standard Deviation(%) | NA | 11.88 | 19.74 | 23.57 | 22.45 | NA | NA | … | … | 11.88 | 15.38 | 27.35 | 21.38 | 27.29 | 40.91 | 19.80 | 15.16 | 10.53 | 12.85 | 11.72 | 16.87 | 16.46 | 17.82 | 12.80 | 19.39 | 13.07 | 7.38 |
| Draw Down(%) | NA | 11.78 | 28.55 | 28.55 | 60.77 | NA | NA | … | … | 11.78 | 15.48 | 28.55 | 17.37 | 25.05 | 55.09 | 14.11 | 18.09 | 8.74 | 12.77 | 11.92 | 25.78 | 31.48 | 25.62 | 9.66 | 29.34 | 12.45 | 4.46 |
| Yield(%) | 0.00 | 1.61 | 1.76 | 3.12 | 5.32 | 4.60 | 4.37 | … | … | 0.00 | 1.79 | 2.22 | 2.32 | 2.71 | 2.43 | 5.80 | 12.06 | 5.08 | 0.94 | 1.22 | 0.42 | 0.00 | 7.72 | 10.75 | 8.28 | 4.62 | 6.83 |
Data as of 11/06/2013, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIOAX (HighMark International Opportunities A) |
-19.48%
Mar 2000 – Mar 2003 |
-7.46%
Mar 1998 – Mar 2003 |
0.64%
Feb 1999 – Feb 2009 |
3.83%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIOAX (HighMark International Opportunities A) |
34.85%
Mar 2003 – Mar 2006 |
27.88%
Oct 2002 – Oct 2007 |
10.97%
Oct 1997 – Oct 2007 |
6.48%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart