Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTEFX (HighMark WI Tax-Exempt Fiduciary) | NA | -5.57% | 0.43% | NA | NA | NA | NA | … | … |
Data as of 11/05/2013, Common starting date is 08/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTEFX (HighMark WI Tax-Exempt Fiduciary) | 08/10/2010 | 11/05/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.57 | 0.43 | NA | NA | NA | NA | … | … | -5.25 | 4.06 | 7.28 | -3.88 |
| Sharpe Ratio | NA | -1.98 | 0.14 | NA | NA | NA | NA | … | … | -2.21 | 1.88 | 2.75 | -2.56 |
| Standard Deviation(%) | NA | 2.83 | 2.80 | NA | NA | NA | NA | … | … | 2.80 | 2.14 | 2.64 | 3.74 |
| Draw Down(%) | NA | 7.48 | 7.48 | NA | NA | NA | NA | … | … | 7.36 | 1.95 | 2.46 | 5.88 |
| Yield(%) | 0.00 | 2.50 | 2.48 | 1.49 | 0.75 | 0.50 | 0.37 | … | … | 2.02 | 3.27 | 2.20 | 0.00 |
Data as of 11/05/2013, Common starting date is 08/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTEFX (HighMark WI Tax-Exempt Fiduciary) |
0.21%
Sep 2010 – Sep 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTEFX (HighMark WI Tax-Exempt Fiduciary) |
0.46%
Oct 2010 – Oct 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart