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HVWBX: American Funds New World HLS IB (MUTUAL FUND)
Basic Info
Asset Class: | DIVERSIFIED EMERGING MKTS |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/05/2008 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | 1.34% |
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Performance Analytics (As of 10/23/2014)
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(%) | 1.0 | -36.2 | -13.1 | -7.5 | -8.3 | -36.9 | -2.3 | 8.4 | -15.1 | 16.0 | 47.0 | -41.1 |
Sharpe Ratio | NA | -0.93 | -0.43 | -0.25 | -0.35 | -1.28 | -0.14 | 0.58 | -0.79 | 0.94 | 2.18 | -1.56 |
Draw Down(%) | NA | 41.0 | 42.6 | 46.5 | 50.4 | 41.0 | 18.5 | 13.2 | 25.0 | 14.2 | 16.2 | 50.4 |
Standard Deviation(%) | NA | 39.1 | 30.5 | 30.2 | 23.9 | 33.7 | 17.2 | 14.6 | 19.0 | 17.0 | 21.5 | 35.8 |
Treynor Ratio | NA | -0.53 | -0.23 | -0.15 | -0.15 | -0.61 | -0.04 | 0.12 | -0.46 | 0.31 | 0.8 | -1.0 |
Alpha | NA | -0.2 | -0.09 | -0.07 | -0.04 | -0.22 | 0.01 | -0.01 | -0.04 | 0.02 | 0.02 | -0.09 |
Beta | NA | 0.68 | 0.57 | 0.5 | 0.55 | 0.71 | 0.62 | 0.7 | 0.33 | 0.52 | 0.58 | 0.56 |
RSquared | NA | 0.06 | 0.12 | 0.13 | 0.44 | 0.08 | 0.27 | 0.62 | 0.2 | 0.42 | 0.77 | 0.85 |
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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