Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HVMBX (HighMark Value Retail B) | NA | 21.29% | 12.79% | 13.65% | 6.21% | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 04/07/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HVMBX (HighMark Value Retail B) | 04/07/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.29 | 12.79 | 13.65 | 6.21 | NA | NA | … | … | 20.16 | 15.83 | -0.44 | 12.29 | 23.12 | -38.68 | 2.10 | 19.50 | 6.19 | 13.40 | 28.64 | -21.05 | -7.23 | -3.43 |
| Sharpe Ratio | NA | 1.88 | 0.72 | 0.59 | 0.24 | NA | NA | … | … | 2.21 | 1.13 | -0.02 | 0.67 | 0.79 | -0.93 | -0.06 | 1.60 | 0.39 | 1.18 | 1.76 | -0.90 | -0.51 | -0.46 |
| Standard Deviation(%) | NA | 11.33 | 17.62 | 23.22 | 21.45 | NA | NA | … | … | 10.87 | 14.07 | 24.50 | 18.20 | 29.31 | 42.45 | 15.91 | 10.20 | 10.21 | 10.58 | 15.89 | 24.58 | 19.16 | 19.01 |
| Draw Down(%) | NA | 6.05 | 22.63 | 31.00 | 59.06 | NA | NA | … | … | 6.05 | 11.82 | 22.63 | 15.95 | 31.00 | 50.54 | 11.49 | 9.42 | 7.06 | 8.30 | 12.89 | 34.65 | 24.67 | 11.60 |
| Yield(%) | 0.00 | 8.81 | 5.28 | 5.68 | 7.22 | 4.41 | 3.31 | … | … | 0.20 | 9.97 | 5.11 | 1.05 | 0.71 | 5.49 | 16.64 | 11.71 | 11.97 | 8.99 | 6.15 | 4.17 | 5.91 | 5.64 |
Data as of 11/06/2013, Common starting date is 04/07/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVMBX (HighMark Value Retail B) |
-17.00%
Feb 2006 – Feb 2009 |
-7.32%
Feb 2004 – Feb 2009 |
-0.64%
Aug 2000 – Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVMBX (HighMark Value Retail B) |
24.17%
Feb 2009 – Feb 2012 |
16.29%
Sep 2002 – Sep 2007 |
7.76%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart