Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSAAX (HighMark Small Cap Core Retail A) | NA | 25.70% | 14.63% | 17.83% | NA | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 03/15/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSAAX (HighMark Small Cap Core Retail A) | 03/15/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 25.70 | 14.63 | 17.83 | NA | NA | NA | … | … | 23.61 | 17.72 | -4.24 | 34.74 | 20.17 | -31.92 | -15.61 |
| Sharpe Ratio | NA | 1.81 | 0.62 | 0.60 | NA | NA | NA | … | … | 2.02 | 1.04 | -0.13 | 1.30 | 0.55 | -0.72 | -0.99 |
| Standard Deviation(%) | NA | 14.19 | 23.31 | 29.86 | NA | NA | NA | … | … | 13.96 | 17.14 | 33.28 | 26.65 | 36.27 | 45.61 | 22.24 |
| Draw Down(%) | NA | 7.16 | 30.82 | 36.54 | NA | NA | NA | … | … | 6.13 | 12.73 | 30.82 | 21.56 | 36.54 | 50.37 | 25.95 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.07 | 0.11 | 0.08 | 0.06 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.22 | 0.10 | 0.92 |
Data as of 11/06/2013, Common starting date is 03/15/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSAAX (HighMark Small Cap Core Retail A) |
-13.37%
Jun 2007 – Jun 2010 |
-3.09%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSAAX (HighMark Small Cap Core Retail A) |
31.81%
Feb 2009 – Feb 2012 |
15.83%
Oct 2008 – Oct 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart