Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMPCX (HighMark Income Plus Allocation C) | NA | -3.21% | 8.32% | 1.07% | 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 |
|---|---|---|
| HMPCX (HighMark Income Plus Allocation C) | 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 | -3.21 | 8.32 | 1.07 | NA | NA | NA | … | … | -4.08 | 9.89 | 17.30 | -17.04 | 2.73 | 7.18 | 3.87 |
| Sharpe Ratio | NA | -0.29 | 0.79 | 0.02 | NA | NA | NA | … | … | -0.38 | 1.24 | 1.51 | -1.13 | -0.05 | 0.84 | 0.45 |
| Standard Deviation(%) | NA | 11.14 | 10.50 | 11.07 | NA | NA | NA | … | … | 11.33 | 7.91 | 11.39 | 15.85 | 6.15 | 4.63 | 4.30 |
| Draw Down(%) | NA | 11.37 | 12.34 | 27.28 | NA | NA | NA | … | … | 11.37 | 6.33 | 12.34 | 25.44 | 4.13 | 3.94 | 2.77 |
| Yield(%) | 0.00 | 1.32 | 2.92 | 2.78 | 1.74 | 1.16 | 0.87 | … | … | 0.48 | 2.00 | 1.85 | 4.44 | 3.98 | 3.14 | 1.33 |
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 |
|---|---|---|---|---|
| HMPCX (HighMark Income Plus Allocation C) |
-5.90%
Feb 2006 – Feb 2009 |
1.14%
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 |
|---|---|---|---|---|
| HMPCX (HighMark Income Plus Allocation C) |
8.25%
Nov 2008 – Nov 2011 |
3.86%
May 2006 – May 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart