Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMVLX (HighMark Value Retail A) | NA | 21.88% | 13.41% | 14.27% | 6.82% | 5.08% | NA | … | … |
Data as of 11/06/2013, Common starting date is 08/19/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMVLX (HighMark Value Retail A) | 08/19/1997 | 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 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.88 | 13.41 | 14.27 | 6.82 | 5.08 | NA | … | … | 20.68 | 16.45 | 0.15 | 12.83 | 23.89 | -38.35 | 2.70 | 20.23 | 6.84 | 14.08 | 29.53 | -20.56 | -6.61 | 1.43 | 12.53 | 9.44 | 6.87 |
| Sharpe Ratio | NA | 1.93 | 0.76 | 0.61 | 0.27 | NA | NA | … | … | 2.26 | 1.18 | 0.00 | 0.70 | 0.81 | -0.92 | -0.02 | 1.67 | 0.46 | 1.24 | 1.82 | -0.88 | -0.47 | -0.13 | 0.64 | 0.34 | 0.94 |
| Standard Deviation(%) | NA | 11.34 | 17.60 | 23.20 | 21.44 | NA | NA | … | … | 10.90 | 14.05 | 24.46 | 18.25 | 29.21 | 42.44 | 15.92 | 10.17 | 10.22 | 10.60 | 15.86 | 24.57 | 19.15 | 19.92 | 14.52 | 17.92 | 17.20 |
| Draw Down(%) | NA | 5.97 | 22.40 | 30.89 | 58.66 | NA | NA | … | … | 5.97 | 11.80 | 22.40 | 15.95 | 30.89 | 50.25 | 11.27 | 9.41 | 6.98 | 8.15 | 12.72 | 34.46 | 24.33 | 11.54 | 12.32 | 22.77 | 9.09 |
| Yield(%) | 0.00 | 9.05 | 5.72 | 6.17 | 7.60 | 5.93 | 4.96 | … | … | 0.50 | 10.40 | 5.55 | 1.48 | 1.27 | 5.90 | 16.85 | 12.09 | 12.41 | 9.47 | 6.75 | 4.65 | 6.40 | 6.42 | 6.12 | 4.35 | 1.17 |
Data as of 11/06/2013, Common starting date is 08/19/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMVLX (HighMark Value Retail A) |
-16.53%
Feb 2006 – Feb 2009 |
-6.78%
Feb 2004 – Feb 2009 |
-1.84%
Feb 1999 – Feb 2009 |
4.02%
Feb 1998 – Feb 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMVLX (HighMark Value Retail A) |
24.87%
Feb 2009 – Feb 2012 |
17.01%
Sep 2002 – Sep 2007 |
8.39%
Mar 2003 – Mar 2013 |
5.90%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart