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HVDBX: American Funds Global Bond HLS IB (MUTUAL FUND)
Basic Info
Asset Class: | WORLD BOND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/05/2008 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | 1.12% |
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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(%) | -0.4 | -6.1 | -5.9 | -2.8 | -1.2 | -4.6 | -13.1 | 0.8 | 1.9 | 3.1 | 5.9 | -0.8 |
Sharpe Ratio | NA | -0.71 | -0.58 | -0.32 | -0.17 | -0.64 | -1.05 | 0.13 | 0.41 | 0.55 | 0.8 | -0.22 |
Draw Down(%) | NA | 10.0 | 20.1 | 21.2 | 21.2 | 10.0 | 16.0 | 5.5 | 7.0 | 5.6 | 7.0 | 11.3 |
Standard Deviation(%) | NA | 8.6 | 10.2 | 8.9 | 8.2 | 8.8 | 12.5 | 5.8 | 4.6 | 5.4 | 7.2 | 9.1 |
Treynor Ratio | NA | -0.16 | -0.11 | -0.07 | -0.03 | -0.17 | -0.18 | 0.02 | 0.1 | 0.09 | 0.12 | -0.04 |
Alpha | NA | -0.02 | -0.02 | -0.01 | -0.01 | -0.02 | -0.04 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 |
Beta | NA | 0.39 | 0.56 | 0.41 | 0.44 | 0.33 | 0.74 | 0.47 | 0.2 | 0.35 | 0.46 | 0.46 |
RSquared | NA | 0.05 | 0.13 | 0.13 | 0.24 | 0.04 | 0.21 | 0.22 | 0.11 | 0.37 | 0.55 | 0.48 |
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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