Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMGBX (HighMark Large Cap Growth Retail B) | NA | 11.94% | 8.96% | 13.98% | 4.78% | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 09/07/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMGBX (HighMark Large Cap Growth Retail B) | 09/07/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.94 | 8.96 | 13.98 | 4.78 | NA | NA | … | … | 13.12 | 13.97 | -1.93 | 13.08 | 34.75 | -36.43 | 9.40 | 4.62 | 10.62 | 1.94 | 23.72 | -21.78 | -36.13 | -25.13 | 12.54 |
| Sharpe Ratio | NA | 1.12 | 0.54 | 0.68 | 0.19 | NA | NA | … | … | 1.51 | 1.10 | -0.09 | 0.74 | 1.45 | -1.03 | 0.43 | 0.11 | 0.78 | 0.07 | 1.34 | -0.98 | -1.10 | -0.78 | 2.27 |
| Standard Deviation(%) | NA | 10.61 | 16.26 | 20.36 | 19.33 | NA | NA | … | … | 10.26 | 12.73 | 22.66 | 17.61 | 23.82 | 36.25 | 15.04 | 12.54 | 10.88 | 13.29 | 17.19 | 23.33 | 35.36 | 37.63 | 18.06 |
| Draw Down(%) | NA | 6.10 | 18.40 | 20.22 | 49.41 | NA | NA | … | … | 6.10 | 8.03 | 18.40 | 14.53 | 20.22 | 45.34 | 7.74 | 10.22 | 7.57 | 14.50 | 11.76 | 29.82 | 52.72 | 35.12 | 7.41 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.04 | 0.05 | 1.45 | 1.09 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.12 | 0.00 | 0.00 | 0.00 | 0.31 | 0.00 | 0.00 | 0.00 | 11.68 | 9.73 |
Data as of 11/06/2013, Common starting date is 09/07/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMGBX (HighMark Large Cap Growth Retail B) |
-29.36%
Mar 2000 – Mar 2003 |
-15.10%
Mar 2000 – Mar 2005 |
-7.69%
Aug 2000 – Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMGBX (HighMark Large Cap Growth Retail B) |
22.94%
Feb 2009 – Feb 2012 |
12.55%
Oct 2008 – Oct 2013 |
6.72%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart