Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HGFSX (HighMark Geneva Small Cap Gr Fiduciary) | NA | 30.54% | 17.89% | NA | NA | NA | NA | 24.60% |
Data as of 11/06/2013, AR inception is 06/16/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HGFSX (HighMark Geneva Small Cap Gr Fiduciary) | 06/16/2009 | 11/06/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 30.54 | 17.89 | NA | NA | NA | NA | 24.60 | 29.54 | 16.17 | 0.44 | 35.90 | 17.33 |
| Sharpe Ratio | NA | 2.37 | 0.85 | NA | NA | NA | NA | 1.04 | 2.76 | 1.01 | 0.01 | 1.65 | 1.78 |
| Standard Deviation(%) | NA | 12.85 | 21.17 | NA | NA | NA | NA | 21.16 | 12.82 | 16.02 | 30.05 | 21.68 | 18.97 |
| Draw Down(%) | NA | 5.31 | 23.35 | NA | NA | NA | NA | 23.35 | 4.84 | 9.94 | 23.35 | 14.29 | 7.87 |
| Yield(%) | 0.00 | 4.49 | 4.03 | 3.55 | 1.78 | 1.18 | 0.89 | 4.44 | 0.00 | 5.13 | 3.02 | 4.40 | 0.00 |
Data as of 11/06/2013, AR inception is 06/16/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HGFSX (HighMark Geneva Small Cap Gr Fiduciary) |
15.65%
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 |
|---|---|---|---|---|
| HGFSX (HighMark Geneva Small Cap Gr Fiduciary) |
24.68%
Aug 2010 - Aug 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart