Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCLCX (HighMark Cognitive Value C) | NA | 19.74% | 11.88% | 15.24% | 6.98% | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 06/11/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCLCX (HighMark Cognitive Value C) | 06/11/2001 | 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 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.74 | 11.88 | 15.24 | 6.98 | NA | NA | … | … | 17.01 | 14.53 | -0.09 | 27.24 | 19.43 | -33.70 | -5.61 | 21.22 | 5.60 | 16.67 | 39.86 | -16.22 | 3.58 |
| Sharpe Ratio | NA | 1.40 | 0.55 | 0.58 | 0.25 | NA | NA | … | … | 1.45 | 0.93 | 0.00 | 1.20 | 0.63 | -0.94 | -0.47 | 1.20 | 0.22 | 0.97 | 2.23 | -0.70 | 0.26 |
| Standard Deviation(%) | NA | 14.08 | 21.59 | 26.02 | 23.29 | NA | NA | … | … | 13.96 | 15.77 | 30.74 | 22.71 | 30.86 | 36.63 | 18.37 | 15.03 | 15.86 | 16.19 | 17.53 | 24.87 | 18.87 |
| Draw Down(%) | NA | 6.69 | 28.56 | 31.02 | 59.46 | NA | NA | … | … | 6.69 | 13.72 | 28.56 | 16.72 | 31.02 | 46.43 | 15.57 | 12.01 | 9.73 | 11.47 | 14.95 | 37.19 | 18.70 |
| Yield(%) | 0.00 | 0.32 | 0.22 | 0.40 | 5.22 | 4.09 | 3.07 | … | … | 0.00 | 0.35 | 0.00 | 0.36 | 0.29 | 0.49 | 11.15 | 12.37 | 14.05 | 10.69 | 0.00 | 0.00 | 0.00 |
Data as of 11/06/2013, Common starting date is 06/11/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCLCX (HighMark Cognitive Value C) |
-17.80%
Feb 2006 – Feb 2009 |
-6.54%
Feb 2004 – Feb 2009 |
4.30%
May 2002 – May 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCLCX (HighMark Cognitive Value C) |
28.31%
Mar 2003 – Mar 2006 |
16.95%
Sep 2002 – Sep 2007 |
10.43%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart