Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMBAX (HighMark Balanced Fid) | NA | 7.55% | 7.50% | 11.96% | 5.28% | 3.57% | NA | … | … |
Data as of 11/06/2013, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMBAX (HighMark Balanced Fid) | 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 | 7.55 | 7.50 | 11.96 | 5.28 | 3.57 | NA | … | … | 7.85 | 11.73 | 1.70 | 11.49 | 27.55 | -26.95 | 5.10 | 12.11 | 3.62 | 4.72 | 18.38 | -13.24 | -4.94 | -2.47 | 5.84 | 10.18 | 42.28 | 12.65 |
| Sharpe Ratio | NA | 1.23 | 0.73 | 0.87 | 0.33 | NA | NA | … | … | 1.55 | 1.52 | 0.12 | 0.99 | 1.58 | -1.09 | 0.20 | 1.25 | 0.21 | 0.51 | 1.64 | -0.91 | -0.54 | -0.47 | 0.26 | 0.66 | -0.80 | 2.05 |
| Standard Deviation(%) | NA | 6.12 | 10.09 | 13.72 | 12.91 | NA | NA | … | … | 5.94 | 7.74 | 14.30 | 11.48 | 17.36 | 25.47 | 10.29 | 7.06 | 6.87 | 7.40 | 10.81 | 15.74 | 13.56 | 13.75 | 10.22 | 10.37 | 16.06 | 10.65 |
| Draw Down(%) | NA | 3.94 | 12.56 | 14.31 | 38.09 | NA | NA | … | … | 3.94 | 4.57 | 12.56 | 8.98 | 14.31 | 35.52 | 6.19 | 5.69 | 4.27 | 6.42 | 8.21 | 21.30 | 17.87 | 9.87 | 8.99 | 11.99 | 6.23 | 3.34 |
| Yield(%) | 0.00 | 3.81 | 2.46 | 2.72 | 3.34 | 3.44 | 4.76 | … | … | 0.48 | 5.00 | 1.16 | 1.51 | 1.88 | 1.79 | 10.54 | 4.95 | 1.74 | 1.62 | 1.76 | 2.16 | 4.06 | 5.33 | 11.15 | 6.94 | 9.56 | 7.85 |
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 |
|---|---|---|---|---|
| HMBAX (HighMark Balanced Fid) |
-8.47%
Mar 2000 – Mar 2003 |
-3.55%
Feb 2004 – Feb 2009 |
-1.32%
Feb 1999 – Feb 2009 |
3.37%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMBAX (HighMark Balanced Fid) |
23.09%
Jul 1996 – Jul 1999 |
12.41%
Jul 1996 – Jul 2001 |
7.41%
Aug 1996 – Aug 2006 |
6.16%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart