Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMTCX (HighMark Short Term Bond C) | NA | -0.95% | 0.67% | 2.34% | NA | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 12/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMTCX (HighMark Short Term Bond C) | 12/22/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.95 | 0.67 | 2.34 | NA | NA | NA | … | … | -0.91 | 2.38 | 1.05 | 1.94 | 6.08 | 1.72 | 4.68 | 3.32 | 0.96 | 0.10 |
| Sharpe Ratio | NA | -1.07 | 0.59 | 1.96 | NA | NA | NA | … | … | -1.17 | 2.59 | 0.96 | 1.54 | 4.16 | 0.29 | 1.31 | 0.02 | -1.15 | 4.28 |
| Standard Deviation(%) | NA | 0.92 | 1.01 | 1.16 | NA | NA | NA | … | … | 0.94 | 0.91 | 1.06 | 1.20 | 1.44 | 2.75 | 1.27 | 1.11 | 1.05 | 0.65 |
| Draw Down(%) | NA | 1.35 | 1.35 | 1.35 | NA | NA | NA | … | … | 1.35 | 0.38 | 1.04 | 0.87 | 0.60 | 2.87 | 0.50 | 0.41 | 0.58 | 0.00 |
| Yield(%) | 0.00 | 0.61 | 1.15 | 1.71 | 1.99 | 1.32 | 0.99 | … | … | 0.46 | 1.28 | 1.44 | 1.73 | 2.76 | 3.59 | 3.38 | 3.06 | 2.15 | 0.00 |
Data as of 11/06/2013, Common starting date is 12/22/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMTCX (HighMark Short Term Bond C) |
0.67%
Oct 2010 – Oct 2013 |
2.01%
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 |
|---|---|---|---|---|
| HMTCX (HighMark Short Term Bond C) |
4.34%
Aug 2006 – Aug 2009 |
3.72%
Oct 2005 – Oct 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart