Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMCIX (HighMark CA Interm Tax-Free Bd Retail A) | NA | -2.37% | 1.83% | 3.42% | 2.91% | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 11/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMCIX (HighMark CA Interm Tax-Free Bd 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 | -2.37 | 1.83 | 3.42 | 2.91 | NA | NA | … | … | -2.64 | 4.01 | 6.67 | 1.41 | 6.26 | 3.26 | 3.95 | 2.88 | 0.66 | 1.77 | 2.99 | 8.46 | 4.98 | 8.82 | -0.66 | 0.73 |
| Sharpe Ratio | NA | -0.87 | 0.79 | 1.54 | 0.84 | NA | NA | … | … | -1.09 | 2.16 | 3.75 | 0.73 | 2.63 | 0.76 | 0.63 | -0.30 | -0.84 | 0.28 | 0.90 | 2.69 | 1.26 | 3.03 | -2.13 | 2.28 |
| Standard Deviation(%) | NA | 2.75 | 2.26 | 2.18 | 2.19 | NA | NA | … | … | 2.85 | 1.84 | 1.77 | 1.81 | 2.35 | 3.06 | 1.49 | 1.38 | 1.80 | 2.91 | 2.55 | 2.74 | 2.14 | 1.58 | 1.82 | 1.15 |
| Draw Down(%) | NA | 5.12 | 5.12 | 5.12 | 5.12 | NA | NA | … | … | 5.12 | 1.92 | 1.55 | 3.41 | 2.11 | 4.89 | 1.15 | 0.93 | 1.99 | 5.04 | 4.27 | 4.46 | 2.88 | 1.80 | 2.64 | 0.39 |
| Yield(%) | 0.00 | 1.84 | 2.16 | 2.62 | 3.09 | 3.49 | 2.62 | … | … | 1.47 | 2.24 | 2.36 | 2.42 | 3.43 | 3.40 | 3.56 | 3.83 | 4.44 | 4.12 | 3.60 | 3.97 | 4.43 | 4.51 | 4.28 | 0.82 |
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 |
|---|---|---|---|---|
| HMCIX (HighMark CA Interm Tax-Free Bd Retail A) |
1.07%
May 2003 – May 2006 |
2.02%
Sep 2002 – Sep 2007 |
2.84%
Sep 2003 – Sep 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMCIX (HighMark CA Interm Tax-Free Bd Retail A) |
7.64%
May 2000 – May 2003 |
5.38%
Oct 1999 – Oct 2004 |
4.40%
Sep 1999 – Sep 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart