Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMRGX (HighMark Large Cap Growth Retail A) | NA | 12.58% | 9.60% | 14.70% | 5.39% | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 11/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMRGX (HighMark Large Cap Growth Retail A) | 11/12/1998 | 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 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.58 | 9.60 | 14.70 | 5.39 | NA | NA | … | … | 13.62 | 14.64 | -1.31 | 14.20 | 35.34 | -36.21 | 10.05 | 5.26 | 11.40 | 2.14 | 24.76 | -21.45 | -35.63 | -24.64 | 21.88 | 14.30 |
| Sharpe Ratio | NA | 1.17 | 0.58 | 0.72 | 0.22 | NA | NA | … | … | 1.55 | 1.16 | -0.06 | 0.81 | 1.47 | -1.01 | 0.47 | 0.16 | 0.85 | 0.09 | 1.39 | -0.96 | -1.09 | -0.76 | 0.96 | 5.00 |
| Standard Deviation(%) | NA | 10.70 | 16.22 | 20.38 | 19.39 | NA | NA | … | … | 10.38 | 12.69 | 22.54 | 17.53 | 23.96 | 36.52 | 15.08 | 12.64 | 10.89 | 13.26 | 17.26 | 23.47 | 35.37 | 37.64 | 19.37 | 34.88 |
| Draw Down(%) | NA | 6.05 | 18.18 | 20.20 | 49.14 | NA | NA | … | … | 6.05 | 7.93 | 18.18 | 14.15 | 20.20 | 45.16 | 7.70 | 10.07 | 7.56 | 14.23 | 11.61 | 29.45 | 52.57 | 34.81 | 11.93 | 7.92 |
| Yield(%) | 0.00 | 0.14 | 0.35 | 0.68 | 0.33 | 2.25 | 1.69 | … | … | 0.00 | 0.16 | 0.00 | 1.32 | 0.99 | 0.23 | 0.26 | 0.00 | 0.05 | 0.10 | 0.00 | 0.00 | 0.00 | 11.49 | 10.42 | 7.77 |
Data as of 11/06/2013, Common starting date is 11/12/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMRGX (HighMark Large Cap Growth Retail A) |
-28.90%
Mar 2000 – Mar 2003 |
-14.61%
Mar 2000 – Mar 2005 |
-8.26%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMRGX (HighMark Large Cap Growth Retail A) |
23.73%
Feb 2009 – Feb 2012 |
13.26%
Oct 2008 – Oct 2013 |
7.34%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart