Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HEHAX (HighMark Enhanced Growth A) | NA | 19.04% | 9.64% | 21.77% | 7.20% | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 06/11/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEHAX (HighMark Enhanced Growth A) | 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 | 19.04 | 9.64 | 21.77 | 7.20 | NA | NA | … | … | 17.63 | 14.01 | -3.90 | 34.63 | 56.15 | -44.08 | 15.28 | 2.56 | 0.90 | 9.18 | 46.36 | -35.51 | -14.91 |
| Sharpe Ratio | NA | 1.52 | 0.50 | 0.90 | 0.27 | NA | NA | … | … | 1.74 | 0.83 | -0.15 | 1.34 | 2.09 | -1.13 | 0.67 | -0.05 | -0.09 | 0.46 | 1.81 | -0.87 | -0.65 |
| Standard Deviation(%) | NA | 12.54 | 19.35 | 24.02 | 22.82 | NA | NA | … | … | 12.04 | 16.88 | 26.09 | 25.81 | 26.77 | 39.69 | 18.24 | 16.03 | 13.91 | 17.94 | 25.27 | 42.17 | 42.57 |
| Draw Down(%) | NA | 6.15 | 21.53 | 21.53 | 56.60 | NA | NA | … | … | 6.15 | 14.86 | 21.53 | 16.00 | 17.56 | 53.01 | 11.72 | 19.46 | 13.57 | 15.16 | 12.60 | 49.78 | 38.91 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 4.46 | 1.75 | 0.92 | 0.69 | … | … | 0.00 | 0.00 | 0.00 | 14.23 | 0.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.93 | 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 |
|---|---|---|---|---|
| HEHAX (HighMark Enhanced Growth A) |
-15.41%
Feb 2006 – Feb 2009 |
-7.34%
Feb 2004 – Feb 2009 |
3.27%
Jul 2001 – Jul 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEHAX (HighMark Enhanced Growth A) |
36.20%
Feb 2009 – Feb 2012 |
19.96%
Oct 2008 – Oct 2013 |
11.52%
Sep 2002 – Sep 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart