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Wednesday, February 10, 2010, 6:45AM ET - U.S. Markets open in 2 hours and 45 minutes. Dow Up 1.52% Nasdaq  0.00%
HighMark Balanced Retail B (HMBBX)On Feb 9: 12.07  Up 0.10 (0.84%)  
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Performance  As of 31-Jan-10Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Below average
Year to Date Return:-2.74%
5-Year Average Return:1.29%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2009):26.58%
Worst 1-Yr Total Return (2008):-27.57%
Best 3-Yr Total Return (2005-7):5.92%
Worst 3-Yr Total Return (2006-8):-5.76%
LOAD ADJUSTED RETURNS 
1-Year:21.58%
3-Year:-2.44%
5-Year:1.38%
10-Year:0.39%
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnHMBBXCategoryDiffIndex*Diff
Year To Date-2.74-1.95-0.79N/AN/A
1-Month-2.74-1.95-0.79N/AN/A
3-Month2.433.10-0.67N/AN/A
1-Year27.1827.80-0.62N/AN/A
3-Year-2.63-2.950.32N/AN/A
5-Year1.291.92-0.63N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)31.8233.97-2.15N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-7.98-9.111.13N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearHMBBXCategoryDiff
2009
 
26.5824.132.45
2008
 
-27.57-28.000.43
2007
 
4.065.99-1.93
2006
 
11.0611.29-0.23
2005
 
2.825.13-2.31
2004
 
3.938.86-4.93
2003
 
17.3120.35-3.04
2002
 
-14.03-12.02-2.01
2001
 
-5.76-5.05-0.71
2000
 
-3.381.82-5.20
PAST QUARTERLY RETURNS (%) FOR HMBBX 
Q1Q2Q3Q4
2009-3.2412.2911.134.84
2008-5.49-3.33-7.11-14.65
2007-0.173.413.23-2.36
20063.13-1.044.534.10
2005-0.891.471.700.54
20041.54-1.51-0.284.21
2003-1.979.271.418.00
2002-0.54-8.09-10.645.25
2001-6.773.30-7.675.98
20002.86-1.61-0.59-3.96
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date897124671.99
1-Month784124662.92
3-Month589122847.96
6-Month683122155.94
1-Year581117649.40
3-Year37396438.69
5-Year43578955.13

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