Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NJPAX (HighMark Equity Income A) | NA | 18.11% | 13.69% | 14.74% | NA | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NJPAX (HighMark Equity Income A) | 04/08/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.11 | 13.69 | 14.74 | NA | NA | NA | … | … | 18.82 | 10.64 | 7.70 | 17.80 | 17.61 | -34.78 | 0.46 | 21.71 | -0.91 |
| Sharpe Ratio | NA | 1.75 | 0.86 | 0.65 | NA | NA | NA | … | … | 2.24 | 0.97 | 0.34 | 0.99 | 0.60 | -0.85 | -0.17 | 1.78 | -0.33 |
| Standard Deviation(%) | NA | 10.36 | 15.69 | 22.51 | NA | NA | NA | … | … | 9.99 | 10.99 | 22.58 | 17.92 | 29.25 | 41.78 | 14.92 | 10.38 | 10.84 |
| Draw Down(%) | NA | 5.43 | 17.96 | 30.14 | NA | NA | NA | … | … | 5.43 | 8.09 | 17.96 | 14.03 | 30.14 | 46.90 | 11.80 | 6.96 | 9.93 |
| Yield(%) | 0.00 | 1.91 | 2.72 | 3.46 | 2.58 | 1.72 | 1.29 | … | … | 1.03 | 2.96 | 2.71 | 3.73 | 2.86 | 2.16 | 6.08 | 5.04 | 0.00 |
Data as of 11/06/2013, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NJPAX (HighMark Equity Income A) |
-16.02%
Feb 2006 – Feb 2009 |
-2.65%
Jun 2005 – Jun 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NJPAX (HighMark Equity Income A) |
25.99%
Feb 2009 – Feb 2012 |
12.98%
Oct 2008 – Oct 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart