Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMBRX (HighMark Balanced Retail A) | NA | 7.33% | 7.24% | 11.71% | 5.04% | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 11/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMBRX (HighMark Balanced Retail A) | 11/12/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.33 | 7.24 | 11.71 | 5.04 | NA | NA | … | … | 7.74 | 11.41 | 1.46 | 11.20 | 27.31 | -27.11 | 4.85 | 11.77 | 3.41 | 4.48 | 18.11 | -13.43 | -5.23 | -2.71 | 5.56 | 4.43 |
| Sharpe Ratio | NA | 1.19 | 0.71 | 0.85 | 0.31 | NA | NA | … | … | 1.53 | 1.48 | 0.10 | 0.97 | 1.57 | -1.10 | 0.18 | 1.21 | 0.18 | 0.48 | 1.61 | -0.92 | -0.56 | -0.49 | 0.23 | 2.01 |
| Standard Deviation(%) | NA | 6.11 | 10.07 | 13.69 | 12.90 | NA | NA | … | … | 5.94 | 7.72 | 14.28 | 11.46 | 17.31 | 25.50 | 10.23 | 7.05 | 6.88 | 7.40 | 10.83 | 15.83 | 13.67 | 13.71 | 10.23 | 17.97 |
| Draw Down(%) | NA | 4.02 | 12.67 | 14.38 | 38.32 | NA | NA | … | … | 4.02 | 4.62 | 12.67 | 8.96 | 14.38 | 35.66 | 6.24 | 5.66 | 4.23 | 6.53 | 8.26 | 21.36 | 18.07 | 9.93 | 9.11 | 5.25 |
| Yield(%) | 0.00 | 3.66 | 2.23 | 2.44 | 3.11 | 3.30 | 2.47 | … | … | 0.36 | 4.75 | 0.93 | 1.31 | 1.64 | 1.58 | 10.30 | 4.70 | 1.53 | 1.40 | 1.50 | 1.97 | 3.84 | 5.09 | 10.89 | 4.52 |
Data as of 11/06/2013, Common starting date is 11/12/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMBRX (HighMark Balanced Retail A) |
-8.72%
Mar 2000 – Mar 2003 |
-3.78%
Feb 2004 – Feb 2009 |
-1.57%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMBRX (HighMark Balanced Retail A) |
18.65%
Feb 2009 – Feb 2012 |
10.83%
Oct 2008 – Oct 2013 |
6.48%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart