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HVABX: American Funds Asset Allocation HLS IB (MUTUAL FUND)
Basic Info
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/05/2008 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | 0.86% |
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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(%) | 0.9 | -28.8 | -3.3 | 0.0 | -2.4 | -31.4 | 14.8 | 13.4 | -0.4 | 9.3 | 22.9 | -28.4 |
Sharpe Ratio | NA | -0.98 | -0.17 | 0.0 | -0.13 | -1.14 | 1.34 | 1.36 | -0.03 | 0.71 | 1.27 | -1.36 |
Draw Down(%) | NA | 35.0 | 35.0 | 35.0 | 40.5 | 35.0 | 9.9 | 7.8 | 16.5 | 11.1 | 17.7 | 38.8 |
Standard Deviation(%) | NA | 29.4 | 19.6 | 17.5 | 19.3 | 32.5 | 11.0 | 9.9 | 16.0 | 13.0 | 18.0 | 29.5 |
Treynor Ratio | NA | -0.27 | -0.04 | 0.0 | -0.03 | -0.35 | 0.14 | 0.11 | -0.01 | 0.1 | 0.23 | -0.41 |
Alpha | NA | -0.15 | -0.05 | -0.03 | -0.03 | -0.19 | -0.01 | 0.0 | -0.01 | -0.01 | 0.01 | -0.06 |
Beta | NA | 1.08 | 0.92 | 0.85 | 0.93 | 1.08 | 1.05 | 1.23 | 0.58 | 0.93 | 0.99 | 0.98 |
RSquared | NA | 0.07 | 0.16 | 0.24 | 0.47 | 0.06 | 0.44 | 0.83 | 0.24 | 0.58 | 0.82 | 0.82 |
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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