Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NJPBX (HighMark Equity Income B) | NA | 17.59% | 13.01% | 14.07% | 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 |
|---|---|---|
| NJPBX (HighMark Equity Income B) | 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 | 17.59 | 13.01 | 14.07 | NA | NA | NA | … | … | 18.37 | 10.02 | 7.08 | 17.12 | 16.79 | -35.29 | -0.31 | 20.81 | -1.01 |
| Sharpe Ratio | NA | 1.70 | 0.83 | 0.63 | NA | NA | NA | … | … | 2.18 | 0.91 | 0.31 | 0.95 | 0.57 | -0.86 | -0.22 | 1.71 | -0.35 |
| Standard Deviation(%) | NA | 10.34 | 15.57 | 22.30 | NA | NA | NA | … | … | 10.01 | 11.03 | 22.47 | 17.85 | 29.21 | 41.92 | 14.96 | 10.31 | 10.66 |
| Draw Down(%) | NA | 5.43 | 18.08 | 30.23 | NA | NA | NA | … | … | 5.43 | 8.17 | 18.08 | 13.95 | 30.20 | 47.36 | 12.16 | 6.98 | 9.78 |
| Yield(%) | 0.00 | 1.39 | 2.04 | 2.62 | 2.04 | 1.36 | 1.02 | … | … | 0.67 | 2.28 | 2.04 | 3.17 | 2.21 | 1.29 | 5.04 | 4.37 | 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 |
|---|---|---|---|---|
| NJPBX (HighMark Equity Income B) |
-16.66%
Feb 2006 – Feb 2009 |
-3.25%
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 |
|---|---|---|---|---|
| NJPBX (HighMark Equity Income B) |
25.25%
Feb 2009 – Feb 2012 |
12.35%
Oct 2008 – Oct 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart