Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSVCX (HighMark Small Cap Value Retail C) | NA | -6.11% | 23.67% | -1.09% | 6.49% | NA | NA | … | … |
Data as of 01/26/2012, Common starting date is 01/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSVCX (HighMark Small Cap Value Retail C) | 01/19/2001 | 01/26/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.11 | 23.67 | -1.09 | 6.49 | NA | NA | … | … | 0.00 | -3.93 | 27.78 | 34.23 | -32.13 | -14.55 | 15.33 | 4.36 | 17.79 | 44.44 | -2.20 | -0.37 |
| Sharpe Ratio | NA | -0.22 | 0.76 | -0.05 | 0.19 | NA | NA | … | … | 0.00 | -0.14 | 1.13 | 0.84 | -0.68 | -0.82 | 0.79 | 0.14 | 1.14 | 2.77 | -0.14 | -0.14 |
| Standard Deviation(%) | NA | 28.16 | 30.98 | 34.63 | 27.60 | NA | NA | … | … | NA | 28.21 | 24.56 | 40.81 | 48.18 | 21.54 | 15.31 | 15.28 | 14.72 | 15.82 | 22.87 | 19.59 |
| Draw Down(%) | NA | 28.94 | 33.53 | 67.35 | 67.35 | NA | NA | … | … | 0.00 | 28.94 | 19.35 | 41.71 | 51.21 | 23.67 | 10.24 | 10.74 | 12.43 | 10.17 | 29.82 | 29.60 |
| Yield(%) | 0.00 | 0.00 | 0.82 | 3.88 | 7.27 | 5.01 | 3.75 | … | … | 0.00 | 0.00 | 1.03 | 0.73 | 1.43 | 17.61 | 13.86 | 7.95 | 6.78 | 2.12 | 0.00 | 5.05 |
Data as of 01/26/2012, Common starting date is 01/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSVCX (HighMark Small Cap Value Retail C) |
-23.48%
Feb 2006 – Feb 2009 |
-11.41%
Feb 2004 – Feb 2009 |
6.44%
Aug 2001 – Aug 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSVCX (HighMark Small Cap Value Retail C) |
26.31%
Mar 2003 – Mar 2006 |
17.00%
Oct 2001 – Oct 2006 |
7.98%
Oct 2001 – Oct 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart