Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMCFX (HighMark Large Cap Core Equity Fid) | NA | 19.57% | 13.75% | 16.72% | 6.24% | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 07/12/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMCFX (HighMark Large Cap Core Equity Fid) | 07/12/2000 | 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 | 19.57 | 13.75 | 16.72 | 6.24 | NA | NA | … | … | 19.15 | 18.54 | 1.24 | 14.39 | 29.06 | -35.86 | -3.54 | 20.90 | 6.24 | 5.86 | 26.34 | -24.17 | -12.08 | -11.22 |
| Sharpe Ratio | NA | 1.76 | 0.82 | 0.74 | 0.25 | NA | NA | … | … | 2.13 | 1.44 | 0.05 | 0.77 | 1.02 | -0.91 | -0.41 | 1.70 | 0.40 | 0.45 | 1.50 | -0.98 | -0.67 | -1.16 |
| Standard Deviation(%) | NA | 11.13 | 16.71 | 22.39 | 20.52 | NA | NA | … | … | 10.66 | 12.93 | 23.61 | 18.69 | 28.45 | 40.18 | 16.31 | 10.33 | 10.03 | 10.94 | 17.12 | 25.86 | 21.92 | 22.89 |
| Draw Down(%) | NA | 6.04 | 18.03 | 29.68 | 58.51 | NA | NA | … | … | 6.04 | 10.25 | 18.03 | 17.68 | 29.68 | 49.39 | 14.81 | 7.58 | 6.60 | 9.34 | 13.47 | 34.29 | 29.36 | 16.78 |
| Yield(%) | 0.00 | 1.04 | 1.24 | 1.71 | 1.79 | 0.86 | 0.65 | … | … | 0.67 | 1.52 | 1.09 | 0.94 | 1.73 | 1.44 | 4.55 | 1.21 | 0.88 | 1.29 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/06/2013, Common starting date is 07/12/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMCFX (HighMark Large Cap Core Equity Fid) |
-16.57%
Feb 2006 – Feb 2009 |
-8.02%
Feb 2004 – Feb 2009 |
-2.77%
Aug 2000 – Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMCFX (HighMark Large Cap Core Equity Fid) |
27.24%
Feb 2009 – Feb 2012 |
15.20%
Oct 2008 – Oct 2013 |
8.00%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart