Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMACX (HighMark Tactical Capital Gr Allc C) | NA | 12.62% | 7.59% | 12.54% | NA | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 01/26/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMACX (HighMark Tactical Capital Gr Allc C) | 01/26/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.62 | 7.59 | 12.54 | NA | NA | NA | … | … | 11.15 | 14.75 | -5.17 | 15.91 | 26.64 | -35.19 | 1.65 | 13.66 | 8.31 |
| Sharpe Ratio | NA | 1.47 | 0.47 | 0.60 | NA | NA | NA | … | … | 1.62 | 1.22 | -0.23 | 0.88 | 1.04 | -1.00 | -0.09 | 1.04 | 0.70 |
| Standard Deviation(%) | NA | 8.53 | 15.85 | 20.77 | NA | NA | NA | … | … | 8.13 | 12.13 | 22.85 | 18.07 | 25.41 | 35.95 | 14.78 | 9.97 | 9.62 |
| Draw Down(%) | NA | 6.09 | 22.48 | 25.68 | NA | NA | NA | … | … | 6.09 | 10.86 | 22.48 | 14.89 | 25.68 | 46.70 | 10.46 | 9.80 | 6.53 |
| Yield(%) | 0.00 | 0.33 | 0.21 | 2.03 | 1.63 | 1.08 | 0.81 | … | … | 0.00 | 0.42 | 0.18 | 0.15 | 0.23 | 5.76 | 4.38 | 2.68 | 0.59 |
Data as of 11/06/2013, Common starting date is 01/26/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMACX (HighMark Tactical Capital Gr Allc C) |
-15.59%
Feb 2006 – Feb 2009 |
-2.51%
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 |
|---|---|---|---|---|
| HMACX (HighMark Tactical Capital Gr Allc C) |
22.56%
Feb 2009 – Feb 2012 |
11.24%
Oct 2008 – Oct 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart