Ratings & Risk for HighMark Cognitive Value C (HCLCX)

Morningstar Category: Small Value
Number of funds in Category: —
  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Below Average Below Average
    100
    5-Year Below Average Below Average
    85
    10-Year 59
    Overall Below Average Below Average
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009
  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 21.97 -0.73 -0.51
    5-Year 19.28 0.09 -0.10
    10-Year
    15-Year
    20-Year
    Trailing data as of 10/31/2009
  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 93.02 1.14 -6.89
    3-Year 91.84 1.08 -2.80
    5-Year 86.12 1.12 -0.37
    10-Year

    S&P 500 TR

    Trailing data as of 10/31/2009