Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMBCX (HighMark Balanced Retail C) | NA | 6.78% | 6.66% | 11.07% | 4.40% | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 01/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMBCX (HighMark Balanced Retail C) | 01/19/2001 | 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 | 6.78 | 6.66 | 11.07 | 4.40 | NA | NA | … | … | 7.22 | 10.82 | 0.92 | 10.56 | 26.49 | -27.56 | 4.26 | 11.03 | 2.75 | 3.85 | 17.25 | -14.02 | -7.42 |
| Sharpe Ratio | NA | 1.10 | 0.65 | 0.81 | 0.26 | NA | NA | … | … | 1.43 | 1.40 | 0.06 | 0.91 | 1.52 | -1.12 | 0.11 | 1.08 | 0.07 | 0.38 | 1.54 | -0.96 | -0.77 |
| Standard Deviation(%) | NA | 6.11 | 10.03 | 13.66 | 12.84 | NA | NA | … | … | 5.94 | 7.74 | 14.25 | 11.56 | 17.38 | 25.44 | 10.29 | 7.07 | 6.90 | 7.50 | 10.77 | 15.78 | 13.38 |
| Draw Down(%) | NA | 4.09 | 12.84 | 14.53 | 38.86 | NA | NA | … | … | 4.09 | 4.74 | 12.84 | 9.10 | 14.53 | 36.02 | 6.31 | 5.73 | 4.37 | 6.82 | 8.28 | 21.71 | 18.35 |
| Yield(%) | 0.00 | 3.31 | 1.71 | 1.75 | 2.52 | 1.78 | 1.33 | … | … | 0.08 | 4.14 | 0.40 | 0.75 | 1.00 | 1.04 | 9.75 | 4.13 | 0.88 | 0.85 | 0.87 | 1.38 | 3.21 |
Data as of 11/06/2013, Common starting date is 01/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMBCX (HighMark Balanced Retail C) |
-9.17%
Feb 2006 – Feb 2009 |
-4.38%
Feb 2004 – Feb 2009 |
2.28%
Sep 2001 – Sep 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMBCX (HighMark Balanced Retail C) |
17.96%
Feb 2009 – Feb 2012 |
10.19%
Oct 2008 – Oct 2013 |
5.84%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart