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HVBBX: American Funds Bond HLS IB (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/05/2008 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | 0.92% |
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Performance Analytics (As of 10/22/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/05/2008 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | -2.7 | -2.6 | -0.4 | -0.7 | -1.6 | -7.4 | 0.1 | 3.0 | 3.7 | 9.8 | -10.5 |
Sharpe Ratio | NA | -0.48 | -0.44 | -0.09 | -0.15 | -0.34 | -1.14 | 0.01 | 0.75 | 0.86 | 2.14 | -2.95 |
Draw Down(%) | NA | 5.8 | 12.7 | 12.7 | 15.0 | 5.8 | 9.8 | 5.7 | 3.7 | 4.4 | 3.8 | 15.0 |
Standard Deviation(%) | NA | 5.7 | 6.1 | 5.5 | 5.2 | 5.9 | 6.6 | 5.3 | 4.0 | 4.1 | 4.5 | 5.5 |
Treynor Ratio | NA | -0.04 | -0.04 | -0.01 | -0.02 | -0.03 | -0.07 | 0.0 | 0.11 | 0.08 | 0.21 | -0.34 |
Alpha | NA | -0.03 | -0.03 | -0.02 | -0.01 | -0.02 | -0.02 | -0.01 | 0.0 | 0.0 | 0.01 | -0.05 |
Beta | NA | 0.68 | 0.69 | 0.51 | 0.49 | 0.62 | 1.0 | 0.44 | 0.28 | 0.45 | 0.45 | 0.47 |
RSquared | NA | 0.13 | 0.16 | 0.16 | 0.24 | 0.1 | 0.34 | 0.07 | 0.12 | 0.32 | 0.48 | 0.5 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/05/2008
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