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HVCBX: American Funds Blue Chip Inc & Gr 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 | 0.99% |
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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(%) | 1.5 | -10.2 | 5.2 | 5.2 | 0.4 | -15.3 | 22.4 | 10.9 | -1.2 | 7.6 | 27.9 | -34.4 |
Sharpe Ratio | NA | -0.49 | 0.31 | 0.3 | 0.01 | -0.81 | 1.65 | 0.91 | -0.06 | 0.45 | 1.08 | -1.13 |
Draw Down(%) | NA | 24.6 | 24.6 | 24.6 | 51.5 | 24.6 | 11.7 | 8.5 | 18.4 | 15.2 | 28.8 | 45.3 |
Standard Deviation(%) | NA | 20.9 | 17.0 | 17.0 | 22.5 | 22.9 | 13.6 | 12.0 | 19.1 | 16.9 | 25.8 | 42.4 |
Treynor Ratio | NA | -0.12 | 0.08 | 0.09 | 0.0 | -0.21 | 0.27 | 0.13 | -0.04 | 0.11 | 0.32 | -0.59 |
Alpha | NA | -0.07 | -0.02 | -0.01 | -0.02 | -0.1 | -0.01 | -0.01 | 0.0 | -0.01 | 0.01 | -0.05 |
Beta | NA | 0.88 | 0.68 | 0.58 | 0.74 | 0.88 | 0.82 | 0.85 | 0.33 | 0.66 | 0.86 | 0.81 |
RSquared | NA | 0.24 | 0.3 | 0.32 | 0.6 | 0.22 | 0.47 | 0.83 | 0.17 | 0.5 | 0.83 | 0.83 |
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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