Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMFFX (HighMark Fundamental Equity Fiduciary) | NA | 1.23% | 14.93% | NA | NA | NA | NA | … | … |
Data as of 12/09/2011, Common starting date is 08/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMFFX (HighMark Fundamental Equity Fiduciary) | 08/14/2008 | 12/09/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.23 | 14.93 | NA | NA | NA | NA | … | … | -0.63 | 13.10 | 32.17 | -30.69 |
| Sharpe Ratio | NA | 0.06 | 0.67 | NA | NA | NA | NA | … | … | -0.03 | 0.74 | 1.23 | -1.08 |
| Standard Deviation(%) | NA | 20.65 | 22.09 | NA | NA | NA | NA | … | … | 20.99 | 17.68 | 26.01 | 57.37 |
| Draw Down(%) | NA | 19.51 | 22.01 | NA | NA | NA | NA | … | … | 19.51 | 14.39 | 22.01 | 41.28 |
| Yield(%) | 0.00 | 1.08 | 0.80 | 0.33 | 0.16 | 0.11 | 0.08 | … | … | 0.00 | 1.18 | 0.76 | 0.00 |
Data as of 12/09/2011, Common starting date is 08/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMFFX (HighMark Fundamental Equity Fiduciary) |
0.99%
Sep 2008 – Sep 2011 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMFFX (HighMark Fundamental Equity Fiduciary) |
13.88%
Nov 2008 – Nov 2011 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart