Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTEBX (HighMark WI Tax-Exempt B) | NA | -6.41% | 0.25% | 3.09% | 2.23% | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 01/08/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTEBX (HighMark WI Tax-Exempt B) | 01/08/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.41 | 0.25 | 3.09 | 2.23 | NA | NA | … | … | -5.86 | 3.04 | 7.73 | 0.82 | 10.04 | -3.80 | 1.81 | 2.91 | 1.61 | 3.64 | 3.70 |
| Sharpe Ratio | NA | -2.30 | 0.08 | 1.05 | 0.38 | NA | NA | … | … | -2.47 | 1.41 | 3.00 | 0.28 | 3.07 | -0.78 | -0.54 | -0.17 | -0.27 | 0.90 | 1.15 |
| Standard Deviation(%) | NA | 2.80 | 2.77 | 2.89 | 3.08 | NA | NA | … | … | 2.78 | 2.15 | 2.57 | 2.60 | 3.24 | 6.00 | 2.21 | 2.14 | 2.10 | 3.00 | 2.68 |
| Draw Down(%) | NA | 8.24 | 8.24 | 8.24 | 10.62 | NA | NA | … | … | 7.67 | 2.03 | 2.46 | 5.22 | 2.85 | 10.62 | 1.99 | 1.50 | 2.04 | 3.61 | 3.82 |
| Yield(%) | 0.00 | 1.72 | 2.25 | 2.60 | 2.65 | 1.90 | 1.43 | … | … | 1.39 | 2.28 | 2.59 | 2.70 | 2.81 | 2.92 | 2.82 | 2.57 | 2.54 | 3.54 | 2.50 |
Data as of 11/06/2013, Common starting date is 01/08/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTEBX (HighMark WI Tax-Exempt B) |
0.11%
Sep 2010 – Sep 2013 |
1.15%
Nov 2003 – Nov 2008 |
2.18%
Sep 2003 – Sep 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTEBX (HighMark WI Tax-Exempt B) |
6.12%
Dec 2008 – Dec 2011 |
4.34%
Feb 2008 – Feb 2013 |
3.10%
Feb 2003 – Feb 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart