Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCEBX (HighMark Core Equity Retail B) | NA | 8.43% | 19.32% | -0.39% | 3.39% | NA | NA | … | … |
Data as of 04/30/2012, Common starting date is 01/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCEBX (HighMark Core Equity Retail B) | 01/19/2001 | 04/30/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.43 | 19.32 | -0.39 | 3.39 | NA | NA | … | … | 15.86 | 0.52 | 13.38 | 27.91 | -36.50 | -4.26 | 19.69 | 5.38 | 4.58 | 26.09 | -24.25 | -14.74 |
| Sharpe Ratio | NA | 0.34 | 0.96 | -0.04 | 0.10 | NA | NA | … | … | 7.01 | 0.02 | 0.71 | 0.98 | -0.92 | -0.45 | 1.60 | 0.32 | 0.33 | 1.48 | -0.98 | -0.85 |
| Standard Deviation(%) | NA | 23.04 | 19.96 | 27.05 | 22.28 | NA | NA | … | … | 8.16 | 23.68 | 18.81 | 28.27 | 40.34 | 16.30 | 10.32 | 10.10 | 10.88 | 17.15 | 25.89 | 21.28 |
| Draw Down(%) | NA | 18.27 | 18.27 | 59.09 | 59.09 | NA | NA | … | … | 2.55 | 18.27 | 17.87 | 29.69 | 49.81 | 15.09 | 7.70 | 6.65 | 9.54 | 13.55 | 34.49 | 29.56 |
| Yield(%) | 0.00 | 0.07 | 0.26 | 1.01 | 0.87 | 0.46 | 0.34 | … | … | 0.00 | 0.15 | 0.12 | 0.84 | 0.71 | 3.96 | 0.47 | 0.21 | 0.54 | 0.16 | 0.08 | 0.00 |
Data as of 04/30/2012, Common starting date is 01/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCEBX (HighMark Core Equity Retail B) |
-17.30%
Feb 2006 – Feb 2009 |
-8.88%
Feb 2004 – Feb 2009 |
0.76%
Feb 2001 – Feb 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCEBX (HighMark Core Equity Retail B) |
26.24%
Feb 2009 – Feb 2012 |
13.07%
Sep 2002 – Sep 2007 |
2.66%
Mar 2002 – Mar 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart