Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMGRX (HighMark Large Cap Growth Fid) | NA | 12.82% | 9.88% | 14.90% | 5.62% | 0.80% | NA | … | … |
Data as of 11/06/2013, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMGRX (HighMark Large Cap Growth Fid) | 06/21/1996 | 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 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.82 | 9.88 | 14.90 | 5.62 | 0.80 | NA | … | … | 13.82 | 14.99 | -1.01 | 14.04 | 35.96 | -36.07 | 10.32 | 5.53 | 11.53 | 2.47 | 25.12 | -21.20 | -35.54 | -24.44 | 22.23 | 31.93 | 31.66 | 11.90 |
| Sharpe Ratio | NA | 1.20 | 0.60 | 0.73 | 0.24 | NA | NA | … | … | 1.58 | 1.19 | -0.05 | 0.79 | 1.50 | -1.01 | 0.49 | 0.18 | 0.86 | 0.11 | 1.42 | -0.96 | -1.08 | -0.76 | 0.98 | 1.27 | -1.26 | 1.51 |
| Standard Deviation(%) | NA | 10.69 | 16.17 | 20.37 | 19.36 | NA | NA | … | … | 10.34 | 12.62 | 22.47 | 17.61 | 23.94 | 36.47 | 15.00 | 12.63 | 10.84 | 13.28 | 17.16 | 23.28 | 35.39 | 37.64 | 19.35 | 22.61 | 18.71 | 13.44 |
| Draw Down(%) | NA | 6.09 | 18.05 | 20.06 | 48.90 | NA | NA | … | … | 6.09 | 7.87 | 18.05 | 14.39 | 20.06 | 44.94 | 7.65 | 10.13 | 7.46 | 14.05 | 11.62 | 29.33 | 52.44 | 34.63 | 11.90 | 26.12 | 9.83 | 8.06 |
| Yield(%) | 0.00 | 0.50 | 0.65 | 0.93 | 0.54 | 2.28 | 3.97 | … | … | 0.00 | 0.58 | 0.17 | 1.31 | 1.02 | 0.47 | 0.58 | 0.12 | 0.24 | 0.34 | 0.00 | 0.06 | 0.00 | 11.45 | 10.43 | 8.97 | 26.81 | 7.96 |
Data as of 11/06/2013, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMGRX (HighMark Large Cap Growth Fid) |
-28.70%
Mar 2000 – Mar 2003 |
-14.40%
Mar 2000 – Mar 2005 |
-8.03%
Feb 1999 – Feb 2009 |
0.19%
Jun 1998 – Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMGRX (HighMark Large Cap Growth Fid) |
29.68%
Mar 1997 – Mar 2000 |
13.49%
Oct 2008 – Oct 2013 |
7.58%
Mar 2003 – Mar 2013 |
3.12%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart