Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMPAX (HighMark Income Plus Allocation A) | NA | -2.63% | 9.01% | 1.75% | NA | NA | NA | … | … |
Data as of 12/09/2011, Common starting date is 01/26/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMPAX (HighMark Income Plus Allocation A) | 01/26/2005 | 12/09/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.63 | 9.01 | 1.75 | NA | NA | NA | … | … | -3.55 | 10.61 | 18.13 | -16.44 | 3.42 | 7.93 | 4.57 |
| Sharpe Ratio | NA | -0.24 | 0.85 | 0.08 | NA | NA | NA | … | … | -0.33 | 1.33 | 1.59 | -1.09 | 0.07 | 1.00 | 0.62 |
| Standard Deviation(%) | NA | 11.15 | 10.52 | 11.08 | NA | NA | NA | … | … | 11.34 | 7.93 | 11.37 | 15.86 | 6.12 | 4.66 | 4.31 |
| Draw Down(%) | NA | 11.08 | 12.27 | 26.56 | NA | NA | NA | … | … | 11.08 | 6.21 | 12.27 | 25.14 | 4.10 | 3.88 | 2.69 |
| Yield(%) | 0.00 | 1.99 | 3.64 | 3.37 | 2.16 | 1.44 | 1.08 | … | … | 0.99 | 2.63 | 2.51 | 5.13 | 4.61 | 3.72 | 1.77 |
Data as of 12/09/2011, Common starting date is 01/26/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMPAX (HighMark Income Plus Allocation A) |
-5.24%
Feb 2006 – Feb 2009 |
1.83%
Nov 2006 – Nov 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMPAX (HighMark Income Plus Allocation A) |
8.97%
Nov 2008 – Nov 2011 |
4.58%
May 2006 – May 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart