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HVLBX: American Funds Global Growth HLS IB (MUTUAL FUND)
Basic Info
Asset Class: | WORLD STOCK |
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(%) | 1.2 | -42.7 | -8.1 | -4.8 | -5.8 | -45.3 | 21.0 | 18.8 | -10.2 | 9.3 | 39.5 | -36.9 |
Sharpe Ratio | NA | -1.02 | -0.3 | -0.2 | -0.22 | -1.14 | 1.53 | 1.34 | -0.46 | 0.51 | 1.63 | -1.33 |
Draw Down(%) | NA | 48.2 | 48.2 | 48.2 | 49.2 | 48.2 | 10.5 | 12.3 | 25.0 | 15.1 | 20.8 | 48.1 |
Standard Deviation(%) | NA | 41.7 | 27.4 | 24.5 | 26.4 | 46.1 | 13.7 | 14.0 | 22.2 | 18.1 | 24.2 | 38.1 |
Treynor Ratio | NA | -0.44 | -0.12 | -0.08 | -0.09 | -0.53 | 0.26 | 0.25 | -0.27 | 0.16 | 0.54 | -0.82 |
Alpha | NA | -0.18 | -0.04 | -0.02 | -0.02 | -0.24 | 0.03 | 0.02 | -0.01 | 0.01 | 0.04 | -0.07 |
Beta | NA | 0.97 | 0.67 | 0.57 | 0.63 | 0.98 | 0.8 | 0.77 | 0.37 | 0.59 | 0.74 | 0.62 |
RSquared | NA | 0.07 | 0.17 | 0.22 | 0.4 | 0.07 | 0.52 | 0.77 | 0.19 | 0.48 | 0.79 | 0.69 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/05/2008
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