Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NJPCX (HighMark Equity Income C) | NA | 17.52% | 13.22% | 14.16% | 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 |
|---|---|---|
| NJPCX (HighMark Equity Income C) | 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 | 17.52 | 13.22 | 14.16 | NA | NA | NA | … | … | 18.39 | 9.94 | 7.59 | 17.14 | 16.73 | -35.23 | -0.28 | 20.77 | -1.01 |
| Sharpe Ratio | NA | 1.68 | 0.83 | 0.62 | NA | NA | NA | … | … | 2.17 | 0.90 | 0.33 | 0.95 | 0.57 | -0.86 | -0.22 | 1.68 | -0.34 |
| Standard Deviation(%) | NA | 10.43 | 15.72 | 22.58 | NA | NA | NA | … | … | 10.08 | 11.03 | 22.59 | 17.90 | 29.33 | 42.03 | 14.94 | 10.47 | 10.72 |
| Draw Down(%) | NA | 5.46 | 18.00 | 30.17 | NA | NA | NA | … | … | 5.46 | 8.05 | 18.00 | 14.04 | 30.13 | 47.34 | 12.09 | 6.98 | 9.87 |
| Yield(%) | 0.00 | 1.48 | 2.12 | 2.73 | 2.12 | 1.42 | 1.06 | … | … | 0.73 | 2.36 | 2.11 | 3.22 | 2.21 | 1.48 | 5.35 | 4.45 | 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 |
|---|---|---|---|---|
| NJPCX (HighMark Equity Income C) |
-16.63%
Feb 2006 – Feb 2009 |
-3.27%
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 |
|---|---|---|---|---|
| NJPCX (HighMark Equity Income C) |
25.39%
Feb 2009 – Feb 2012 |
12.42%
Oct 2008 – Oct 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart