Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMNTX (HighMark National Interm Tax Free Bd Fid) | NA | -2.14% | 1.77% | 3.61% | 3.22% | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 11/05/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMNTX (HighMark National Interm Tax Free Bd Fid) | 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 | -2.14 | 1.77 | 3.61 | 3.22 | NA | NA | … | … | -2.33 | 3.67 | 6.56 | 2.32 | 5.88 | 4.12 | 4.42 | 3.61 | 1.28 | 1.87 | 3.73 | 1.03 |
| Sharpe Ratio | NA | -0.87 | 0.83 | 1.71 | 1.04 | NA | NA | … | … | -1.05 | 2.35 | 3.73 | 1.18 | 2.52 | 1.05 | 0.93 | 0.22 | -0.56 | 0.39 | 1.33 | 2.22 |
| Standard Deviation(%) | NA | 2.50 | 2.09 | 2.08 | 2.06 | NA | NA | … | … | 2.63 | 1.55 | 1.75 | 1.89 | 2.30 | 3.04 | 1.51 | 1.43 | 1.59 | 2.39 | 2.29 | 2.78 |
| Draw Down(%) | NA | 4.61 | 4.61 | 4.61 | 4.73 | NA | NA | … | … | 4.61 | 1.52 | 1.72 | 3.34 | 2.14 | 4.73 | 1.13 | 0.94 | 1.56 | 4.10 | 3.51 | 1.36 |
| Yield(%) | 0.00 | 2.49 | 2.61 | 2.97 | 3.47 | 2.53 | 1.90 | … | … | 1.72 | 3.03 | 2.64 | 3.04 | 3.19 | 3.75 | 4.03 | 4.34 | 4.82 | 4.72 | 3.76 | 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 |
|---|---|---|---|---|
| HMNTX (HighMark National Interm Tax Free Bd Fid) |
1.37%
Aug 2010 – Aug 2013 |
2.49%
Sep 2003 – Sep 2008 |
3.15%
Sep 2003 – Sep 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMNTX (HighMark National Interm Tax Free Bd Fid) |
6.07%
Aug 2007 – Aug 2010 |
4.95%
Jan 2007 – Jan 2012 |
3.75%
Jan 2003 – Jan 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart