Find A Portfolio/Ticker
Comparison Box
HVIBX: American Funds Global Gr And Inc HLS IB (MUTUAL FUND)
Basic Info
Asset Class: | World Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/05/2008 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | 1.15% |
Sign up to get fund ranking change alerts |
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(%) | 0.9 | -39.4 | -7.5 | -4.1 | -6.4 | -41.5 | 18.2 | 13.5 | -7.3 | 8.3 | 38.9 | -40.6 |
Sharpe Ratio | NA | -0.89 | -0.27 | -0.17 | -0.25 | -0.98 | 1.56 | 1.08 | -0.37 | 0.47 | 1.68 | -1.4 |
Draw Down(%) | NA | 46.3 | 46.3 | 46.3 | 51.9 | 46.3 | 8.2 | 9.7 | 22.5 | 13.4 | 20.5 | 51.3 |
Standard Deviation(%) | NA | 44.5 | 28.1 | 24.6 | 26.5 | 49.2 | 11.7 | 12.6 | 19.6 | 17.5 | 23.2 | 39.5 |
Treynor Ratio | NA | -0.29 | -0.07 | -0.04 | -0.06 | -0.35 | 0.15 | 0.11 | -0.13 | 0.07 | 0.26 | -0.42 |
Alpha | NA | -0.18 | -0.05 | -0.03 | -0.03 | -0.22 | 0.0 | 0.0 | -0.02 | -0.01 | 0.02 | -0.11 |
Beta | NA | 1.38 | 1.06 | 0.95 | 1.18 | 1.37 | 1.24 | 1.28 | 0.57 | 1.11 | 1.5 | 1.32 |
RSquared | NA | 0.06 | 0.14 | 0.19 | 0.38 | 0.05 | 0.64 | 0.73 | 0.18 | 0.48 | 0.8 | 0.65 |
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
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See World Allocation Asset Class Trend Rankings |
Top Rated Funds in World Allocation
Best Mutual Funds
- IVAEX (IVY ASSET STRATEGY FUND CLASS I) (99%)
- PAUIX (PIMCO ALL ASSET ALL AUTHORITY FUND INSTITUTIONAL) (97%)
- PAAIX (ALL ASSET FUND INSTITUTIONAL) (96%)
- PATRX (PIMCO ALL ASSET FUND R) (95%)
- WARCX (WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND CLASS C) (94%)
- RSSCX (COLUMBIA GLOBAL OPPORTUNITIES FUND COLUMBIA GLOBAL OPPORTUNITIES FUND CLASS C) (93%)
- PALPX (PIMCO ALL ASSET FUND CLASS P) (92%)
- JSPCX (JANUS GLOBAL ALLOCATION FUND - CONSERVATIVE CLASS T) (92%)
- GBMFX (GMO BENCHMARK-FREE ALLOCATION FUND CLASS III) (92%)
- GBATX (GMO STRATEGIC OPPORTUNITIES ALLOCATION FUND CLASS III) (91%)
Best ETFs
- RLY (SPDR® SSgA Multi-Asset Real Return ETF) (44%)
- INKM (SPDR® SSgA Income Allocation ETF) (43%)
- GAL (SPDR® SSgA Global Allocation ETF) (43%)
- GYLD (Arrow Dow Jones Global Yield ETF) (42%)
- GMOM (Cambria Global Momentum ETF) (2%)
- GAA (Cambria Global Asset Allocation ETF) (1%)
Best Closed End Funds
- CHW (Calamos Global Dynamic Income Closed Fund) (100%)
- CGO (Calamos Global Total Return Closed Fund) (100%)
- RCG (RENN Fund Inc) (99%)