Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 10/22/2014.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HVSBX (American Funds Global Small Cap HLS IB) | NA | -22.32% | -4.22% | -2.26% | NA | NA | NA | -5.63% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HVSBX (American Funds Global Small Cap HLS IB) | 05/05/2008 | 10/22/2014 |
The return data shown below all have the same latest date: 10/22/2014.
AR inception is since 05/05/2008.
AR inception is since 05/05/2008.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | -22.32 | -4.22 | -2.26 | NA | NA | NA | -5.63 | -24.29 | 16.05 | 4.21 | -21.07 | 22.02 | 61.31 | -50.34 |
| Sharpe Ratio | NA | -1.12 | -0.16 | -0.12 | NA | NA | NA | -0.24 | -1.34 | 1.00 | 0.25 | -1.00 | 1.18 | 2.67 | -1.77 |
| Standard Deviation(%) | NA | 19.94 | 18.58 | 18.82 | NA | NA | NA | 22.19 | 21.79 | 15.97 | 16.56 | 21.15 | 18.55 | 22.95 | 37.25 |
| Draw Down(%) | NA | 30.40 | 30.40 | 31.54 | NA | NA | NA | 58.89 | 30.40 | 14.26 | 16.06 | 30.67 | 15.53 | 17.23 | 58.89 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVSBX (American Funds Global Small Cap HLS IB) |
-3.14%
Apr 2011 - Apr 2014 |
-1.30%
Jun 2008 - Jun 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVSBX (American Funds Global Small Cap HLS IB) |
24.42%
Feb 2009 - Feb 2012 |
17.03%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart