Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMNFX (HighMark National Interm Tax Free Bd A) | NA | -2.33% | 1.54% | 3.35% | 2.80% | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 11/05/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMNFX (HighMark National Interm Tax Free Bd A) | 11/05/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.33 | 1.54 | 3.35 | 2.80 | NA | NA | … | … | -2.48 | 3.33 | 6.29 | 2.12 | 5.62 | 3.75 | 4.25 | 3.29 | 1.03 | 0.91 | -0.25 | 1.03 |
| Sharpe Ratio | NA | -0.94 | 0.72 | 1.59 | 0.83 | NA | NA | … | … | -1.12 | 2.12 | 3.64 | 1.09 | 2.43 | 0.92 | 0.81 | -0.01 | -0.72 | -0.01 | -0.40 | 2.25 |
| Standard Deviation(%) | NA | 2.51 | 2.09 | 2.07 | 2.08 | NA | NA | … | … | 2.62 | 1.56 | 1.72 | 1.86 | 2.27 | 3.06 | 1.51 | 1.44 | 1.59 | 2.50 | 2.39 | 2.75 |
| Draw Down(%) | NA | 4.64 | 4.64 | 4.64 | 4.76 | NA | NA | … | … | 4.64 | 1.56 | 1.72 | 3.39 | 2.16 | 4.76 | 1.15 | 0.91 | 1.51 | 4.38 | 4.13 | 1.36 |
| Yield(%) | 0.00 | 2.31 | 2.39 | 2.72 | 3.08 | 2.06 | 1.55 | … | … | 1.57 | 2.78 | 2.38 | 2.75 | 2.94 | 3.49 | 3.78 | 4.12 | 4.57 | 3.68 | 0.00 | 0.00 |
Data as of 11/06/2013, Common starting date is 11/05/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMNFX (HighMark National Interm Tax Free Bd A) |
0.19%
May 2003 – May 2006 |
1.62%
Feb 2003 – Feb 2008 |
2.70%
Sep 2003 – Sep 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMNFX (HighMark National Interm Tax Free Bd A) |
5.78%
Aug 2007 – Aug 2010 |
4.70%
Jan 2007 – Jan 2012 |
3.10%
Apr 2003 – Apr 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart