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HEGFX: HighMark Enhanced Growth Fid (MUTUAL FUND)
Basic Info
| Asset Class: | Technology |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/01/2007 |
| Last Dividend Date: | 04/09/2010 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.21% |
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Performance Analytics (As of 11/06/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/01/2007 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 19.3 | 10.0 | 18.6 | 4.1 | 17.9 | 14.4 | -3.6 | 16.5 | 57.0 | -43.9 | -4.1 |
| Sharpe Ratio | NA | 1.53 | 0.52 | 0.8 | 0.15 | 1.76 | 0.86 | -0.14 | 0.81 | 2.12 | -1.13 | -0.77 |
| Draw Down(%) | NA | 6.1 | 21.3 | 21.3 | 56.4 | 6.1 | 14.8 | 21.3 | 15.9 | 17.5 | 52.8 | 11.7 |
| Standard Deviation(%) | NA | 12.6 | 19.3 | 23.2 | 25.4 | 12.1 | 16.8 | 26.0 | 20.3 | 26.8 | 39.6 | 23.2 |
| Treynor Ratio | NA | 0.23 | 0.1 | 0.19 | 0.04 | 0.26 | 0.14 | -0.04 | 0.16 | 0.6 | -0.46 | -0.18 |
| Alpha | NA | 0.0 | -0.02 | -0.03 | -0.02 | 0.0 | 0.0 | -0.02 | 0.01 | 0.0 | -0.02 | -0.04 |
| Beta | NA | 0.84 | 0.99 | 0.97 | 0.97 | 0.83 | 1.0 | 1.01 | 0.99 | 0.94 | 0.97 | 0.97 |
| RSquared | NA | 0.83 | 0.94 | 0.96 | 0.97 | 0.79 | 0.95 | 0.97 | 0.98 | 0.97 | 0.99 | 0.96 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.1 | N/A | 0.0 | 0.0 | 0.0 | 0.1 | 0.2 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | -23.1 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2007
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Technology Asset Class Trend Rankings |
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