Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HMBDX (HighMark Bond Fid) | NA | -2.62% | 2.76% | 6.38% | 4.67% | 5.08% | NA | 5.76% |
Data as of 11/06/2013, AR inception is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMBDX (HighMark Bond Fid) | 06/21/1996 | 11/06/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.62 | 2.76 | 6.38 | 4.67 | 5.08 | NA | 5.76 | -2.97 | 6.89 | 6.31 | 7.30 | 11.01 | 1.42 | 6.46 | 3.78 | 1.97 | 3.43 | 5.18 | 7.40 | 8.08 | 10.73 | -1.87 | 8.38 | 9.19 | 6.36 |
| Sharpe Ratio | NA | -1.01 | 0.91 | 1.89 | 1.01 | NA | NA | 0.39 | -1.28 | 3.09 | 1.88 | 2.14 | 2.66 | 0.08 | 1.10 | 0.18 | -0.07 | 0.70 | 1.07 | 1.58 | 1.33 | 1.87 | -1.25 | 1.28 | -11.97 | 1.92 |
| Standard Deviation(%) | NA | 2.63 | 2.95 | 3.34 | 3.57 | NA | NA | 3.78 | 2.75 | 2.23 | 3.34 | 3.37 | 4.10 | 6.09 | 3.15 | 2.62 | 2.71 | 3.58 | 4.19 | 4.00 | 4.39 | 3.57 | 4.06 | 3.96 | 3.83 | 4.64 |
| Draw Down(%) | NA | 4.69 | 4.69 | 4.69 | 6.66 | NA | NA | 6.66 | 4.69 | 1.12 | 1.47 | 2.85 | 1.38 | 6.66 | 2.03 | 1.97 | 2.26 | 4.20 | 4.58 | 2.12 | 3.29 | 3.23 | 4.13 | 3.27 | 2.65 | 2.09 |
| Yield(%) | 0.00 | 3.46 | 4.33 | 4.79 | 4.49 | 4.86 | 4.64 | 5.46 | 1.75 | 4.58 | 5.48 | 4.64 | 4.59 | 4.83 | 4.75 | 4.59 | 4.77 | 4.28 | 4.84 | 5.77 | 5.97 | 6.25 | 5.43 | 5.71 | 6.03 | 3.62 |
Data as of 11/06/2013, AR inception is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMBDX (HighMark Bond Fid) |
1.68%
Jun 2003 - Jun 2006 |
2.50%
Oct 2003 - Oct 2008 |
4.11%
Oct 1998 - Oct 2008 |
4.93%
Sep 1998 - Sep 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMBDX (HighMark Bond Fid) |
9.95%
May 2000 - May 2003 |
7.66%
Aug 1996 - Aug 2001 |
6.16%
May 2000 - May 2010 |
6.09%
Aug 1996 - Aug 2011 |
Annualized Rolling Returns Comparison Chart