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HVNBX: American Funds Growth-Income HLS IB (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/05/2008 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | 0.81% |
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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(%) | 1.4 | -25.1 | 2.3 | 3.0 | -1.2 | -29.3 | 30.6 | 15.2 | -2.1 | 8.7 | 30.8 | -37.7 |
Sharpe Ratio | NA | -0.7 | 0.08 | 0.11 | -0.06 | -1.09 | 2.67 | 1.26 | -0.11 | 0.5 | 1.26 | -1.28 |
Draw Down(%) | NA | 36.3 | 36.3 | 36.3 | 50.8 | 36.3 | 6.3 | 8.9 | 19.4 | 16.1 | 23.8 | 47.1 |
Standard Deviation(%) | NA | 36.1 | 26.4 | 26.3 | 23.9 | 32.1 | 11.5 | 12.1 | 20.0 | 17.3 | 24.4 | 40.4 |
Treynor Ratio | NA | -0.23 | 0.03 | 0.05 | -0.02 | -0.32 | 0.34 | 0.18 | -0.06 | 0.13 | 0.38 | -0.74 |
Alpha | NA | -0.18 | -0.06 | -0.05 | -0.03 | -0.18 | 0.01 | 0.01 | -0.01 | 0.0 | 0.03 | -0.1 |
Beta | NA | 1.11 | 0.77 | 0.63 | 0.69 | 1.09 | 0.89 | 0.87 | 0.34 | 0.67 | 0.8 | 0.7 |
RSquared | NA | 0.14 | 0.18 | 0.19 | 0.48 | 0.18 | 0.74 | 0.85 | 0.16 | 0.51 | 0.81 | 0.68 |
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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