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HVTBX: American Funds International HLS IB (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/05/2008 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | 1.07% |
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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(%) | 0.7 | -23.8 | -0.4 | -2.5 | -4.4 | -25.8 | 18.3 | 15.1 | -15.7 | 4.6 | 40.2 | -40.1 |
Sharpe Ratio | NA | -1.19 | -0.02 | -0.13 | -0.18 | -1.42 | 1.52 | 1.03 | -0.67 | 0.21 | 1.46 | -1.21 |
Draw Down(%) | NA | 30.3 | 30.3 | 30.3 | 52.3 | 30.3 | 10.7 | 14.5 | 28.8 | 18.3 | 21.8 | 52.3 |
Standard Deviation(%) | NA | 20.0 | 17.2 | 19.1 | 24.4 | 21.8 | 12.0 | 14.7 | 23.3 | 21.2 | 27.4 | 45.1 |
Treynor Ratio | NA | -0.29 | -0.01 | -0.04 | -0.06 | -0.36 | 0.24 | 0.2 | -0.37 | 0.06 | 0.47 | -0.71 |
Alpha | NA | -0.09 | -0.02 | -0.02 | -0.02 | -0.12 | 0.01 | 0.01 | -0.04 | -0.01 | 0.04 | -0.06 |
Beta | NA | 0.83 | 0.62 | 0.63 | 0.72 | 0.85 | 0.77 | 0.76 | 0.42 | 0.73 | 0.85 | 0.77 |
RSquared | NA | 0.22 | 0.33 | 0.39 | 0.56 | 0.2 | 0.66 | 0.74 | 0.25 | 0.53 | 0.79 | 0.67 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/05/2008
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