Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HPAFX (HighMark Income Plus Allocation Fid) | NA | -2.43% | 6.15% | -1.58% | NA | NA | NA | … | … |
Data as of 12/09/2011, Common starting date is 11/17/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HPAFX (HighMark Income Plus Allocation Fid) | 11/17/2006 | 12/09/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.43 | 6.15 | -1.58 | NA | NA | NA | … | … | -3.32 | 9.01 | 15.32 | -21.38 | -1.20 | -1.33 |
| Sharpe Ratio | NA | -0.22 | 0.56 | -0.21 | NA | NA | NA | … | … | -0.31 | 1.11 | 1.32 | -1.32 | -0.65 | -2.33 |
| Standard Deviation(%) | NA | 11.17 | 10.94 | 11.55 | NA | NA | NA | … | … | 11.35 | 8.04 | 11.55 | 16.87 | 6.56 | 6.31 |
| Draw Down(%) | NA | 10.97 | 12.52 | 33.19 | NA | NA | NA | … | … | 10.97 | 6.78 | 12.22 | 26.08 | 5.20 | 2.58 |
| Yield(%) | 0.00 | 2.24 | 0.92 | 0.42 | 0.21 | 0.14 | 0.11 | … | … | 1.17 | 1.14 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/09/2011, Common starting date is 11/17/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HPAFX (HighMark Income Plus Allocation Fid) |
-4.91%
Jun 2007 – Jun 2010 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HPAFX (HighMark Income Plus Allocation Fid) |
6.11%
Nov 2008 – Nov 2011 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart