Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NJPFX (HighMark Equity Income Fiduciary) | NA | 18.37% | 13.94% | NA | NA | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 03/15/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NJPFX (HighMark Equity Income Fiduciary) | 03/15/2010 | 11/06/2013 |
| 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 | 18.37 | 13.94 | NA | NA | NA | NA | … | … | 19.00 | 11.01 | 7.84 | 11.01 |
| Sharpe Ratio | NA | 1.76 | 0.87 | NA | NA | NA | NA | … | … | 2.24 | 1.00 | 0.35 | 0.74 |
| Standard Deviation(%) | NA | 10.43 | 15.77 | NA | NA | NA | NA | … | … | 10.06 | 11.09 | 22.60 | 18.58 |
| Draw Down(%) | NA | 5.41 | 17.92 | NA | NA | NA | NA | … | … | 5.41 | 8.07 | 17.92 | 14.98 |
| Yield(%) | 0.00 | 2.10 | 2.97 | 2.04 | 1.02 | 0.68 | 0.51 | … | … | 1.16 | 3.23 | 2.96 | 1.75 |
Data as of 11/06/2013, Common starting date is 03/15/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NJPFX (HighMark Equity Income Fiduciary) |
14.62%
Apr 2010 – Apr 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 |
|---|---|---|---|---|
| NJPFX (HighMark Equity Income Fiduciary) |
19.31%
Jun 2010 – Jun 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart