Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMBBX (HighMark Balanced Retail B) | NA | 6.75% | 6.64% | 11.08% | 4.42% | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 04/07/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMBBX (HighMark Balanced Retail B) | 04/07/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.75 | 6.64 | 11.08 | 4.42 | NA | NA | … | … | 7.26 | 10.74 | 0.92 | 10.53 | 26.59 | -27.57 | 4.22 | 11.08 | 2.83 | 3.83 | 17.31 | -14.04 | -5.74 | -7.10 |
| Sharpe Ratio | NA | 1.09 | 0.65 | 0.80 | 0.26 | NA | NA | … | … | 1.43 | 1.40 | 0.06 | 0.91 | 1.53 | -1.12 | 0.12 | 1.11 | 0.10 | 0.39 | 1.54 | -0.96 | -0.60 | -1.02 |
| Standard Deviation(%) | NA | 6.16 | 10.10 | 13.72 | 12.91 | NA | NA | … | … | 5.96 | 7.68 | 14.35 | 11.47 | 17.37 | 25.45 | 10.28 | 7.05 | 6.87 | 7.42 | 10.77 | 15.78 | 13.58 | 13.45 |
| Draw Down(%) | NA | 4.02 | 12.89 | 14.51 | 38.86 | NA | NA | … | … | 4.02 | 4.73 | 12.89 | 9.07 | 14.51 | 36.02 | 6.30 | 5.73 | 4.36 | 6.81 | 8.28 | 21.73 | 18.34 | 10.15 |
| Yield(%) | 0.00 | 3.29 | 1.67 | 1.71 | 2.50 | 1.86 | 1.40 | … | … | 0.08 | 4.09 | 0.34 | 0.76 | 0.96 | 1.04 | 9.71 | 4.12 | 0.89 | 0.83 | 0.84 | 1.37 | 3.27 | 3.96 |
Data as of 11/06/2013, 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 |
|---|---|---|---|---|
| HMBBX (HighMark Balanced Retail B) |
-9.17%
Feb 2006 – Feb 2009 |
-4.36%
Feb 2004 – Feb 2009 |
-0.27%
Aug 2000 – Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMBBX (HighMark Balanced Retail B) |
17.97%
Feb 2009 – Feb 2012 |
10.20%
Oct 2008 – Oct 2013 |
5.84%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart