Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HMSAX (HighMark Short Term Bond A) NA -0.48% 1.11% 2.85% 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
HMSAX (HighMark Short Term Bond A) 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 -0.48 1.11 2.85 NA NA NA -0.52 2.79 1.40 2.78 6.53 2.19 4.99 3.81 1.29
Sharpe Ratio NA -0.58 1.07 2.45 NA NA NA -0.71 3.54 1.27 2.21 4.62 0.45 1.53 0.47 -0.74
Standard Deviation(%) NA 0.89 0.97 1.14 NA NA NA 0.90 0.78 1.08 1.22 1.39 2.79 1.29 1.11 1.13
Draw Down(%) NA 1.20 1.20 1.20 NA NA NA 1.20 0.25 0.97 0.80 0.61 2.84 0.50 0.32 0.67
Yield(%) 0.00 1.01 1.59 2.23 2.43 1.62 1.22 0.77 1.77 1.89 2.45 3.25 4.07 3.97 3.53 2.68
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
HMSAX (HighMark Short Term Bond A) 1.11%
Oct 2010 – Oct 2013
2.53%
Aug 2008 – Aug 2013
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HMSAX (HighMark Short Term Bond A) 4.82%
Jan 2007 – Jan 2010
4.25%
Oct 2005 – Oct 2010
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return