Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMRCX (HighMark Tactical Growth & Inc Allc C) | NA | 5.11% | 4.89% | 10.04% | NA | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 01/26/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMRCX (HighMark Tactical Growth & Inc Allc C) | 01/26/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.11 | 4.89 | 10.04 | NA | NA | NA | … | … | 3.96 | 12.22 | -3.15 | 13.84 | 22.98 | -28.30 | 2.48 | 10.98 | 6.61 |
| Sharpe Ratio | NA | 0.80 | 0.38 | 0.62 | NA | NA | NA | … | … | 0.77 | 1.31 | -0.17 | 0.98 | 1.15 | -1.05 | -0.05 | 0.98 | 0.65 |
| Standard Deviation(%) | NA | 6.33 | 12.50 | 16.22 | NA | NA | NA | … | … | 6.02 | 9.34 | 18.31 | 14.03 | 19.86 | 27.85 | 11.36 | 7.86 | 7.50 |
| Draw Down(%) | NA | 5.21 | 17.96 | 20.59 | NA | NA | NA | … | … | 5.21 | 8.41 | 17.96 | 11.37 | 20.59 | 38.93 | 8.08 | 7.65 | 5.06 |
| Yield(%) | 0.00 | 0.39 | 0.50 | 2.09 | 1.69 | 1.13 | 0.85 | … | … | 0.00 | 0.77 | 0.53 | 0.80 | 1.08 | 5.22 | 3.94 | 2.72 | 0.76 |
Data as of 11/06/2013, 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 |
|---|---|---|---|---|
| HMRCX (HighMark Tactical Growth & Inc Allc C) |
-11.68%
Feb 2006 – Feb 2009 |
-0.69%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMRCX (HighMark Tactical Growth & Inc Allc C) |
19.04%
Feb 2009 – Feb 2012 |
9.11%
Oct 2008 – Oct 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart