Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTECX (HighMark WI Tax-Exempt C) | NA | -6.11% | 0.52% | 3.29% | 2.33% | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 01/08/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTECX (HighMark WI Tax-Exempt C) | 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 | -6.11 | 0.52 | 3.29 | 2.33 | NA | NA | … | … | -5.69 | 3.33 | 8.02 | 1.05 | 10.03 | -3.80 | 1.81 | 2.92 | 1.71 | 3.54 | 3.70 |
| Sharpe Ratio | NA | -2.17 | 0.17 | 1.12 | 0.41 | NA | NA | … | … | -2.37 | 1.60 | 3.12 | 0.37 | 3.08 | -0.79 | -0.56 | -0.19 | -0.22 | 0.88 | 1.18 |
| Standard Deviation(%) | NA | 2.83 | 2.76 | 2.88 | 3.07 | NA | NA | … | … | 2.81 | 2.07 | 2.56 | 2.59 | 3.22 | 5.99 | 2.17 | 2.00 | 2.14 | 2.93 | 2.62 |
| Draw Down(%) | NA | 8.06 | 8.06 | 8.06 | 10.62 | NA | NA | … | … | 7.67 | 2.00 | 2.46 | 5.16 | 2.85 | 10.62 | 1.99 | 1.50 | 2.14 | 3.61 | 3.91 |
| Yield(%) | 0.00 | 1.94 | 2.51 | 2.81 | 2.74 | 1.97 | 1.47 | … | … | 1.57 | 2.56 | 2.87 | 2.92 | 2.80 | 2.92 | 2.82 | 2.57 | 2.54 | 3.55 | 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 |
|---|---|---|---|---|
| WTECX (HighMark WI Tax-Exempt C) |
0.21%
Nov 2005 – Nov 2008 |
1.15%
Nov 2003 – Nov 2008 |
2.29%
Sep 2003 – Sep 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTECX (HighMark WI Tax-Exempt C) |
6.29%
Dec 2008 – Dec 2011 |
4.49%
Feb 2008 – Feb 2013 |
3.18%
Feb 2003 – Feb 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart