Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HVTBX (American Funds International HLS IB) | NA | -23.80% | -0.99% | -2.48% | NA | NA | NA | -4.71% |
Data as of 10/22/2014, AR inception is 05/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HVTBX (American Funds International HLS IB) | 05/05/2008 | 10/22/2014 |
| 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 (%) | 0.66 | -23.80 | -0.99 | -2.48 | NA | NA | NA | -4.71 | -25.80 | 18.32 | 15.12 | -15.66 | 4.56 | 40.16 | -40.08 |
| Sharpe Ratio | NA | -1.19 | -0.02 | -0.13 | NA | NA | NA | -0.18 | -1.42 | 1.52 | 1.03 | -0.67 | 0.21 | 1.46 | -1.21 |
| Standard Deviation(%) | NA | 20.01 | 17.22 | 19.15 | NA | NA | NA | 24.41 | 21.80 | 12.01 | 14.74 | 23.32 | 21.24 | 27.42 | 45.10 |
| Draw Down(%) | NA | 30.31 | 30.31 | 30.31 | NA | NA | NA | 52.33 | 30.31 | 10.69 | 14.49 | 28.83 | 18.30 | 21.78 | 52.33 |
| 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 |
Data as of 10/22/2014, AR inception is 05/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVTBX (American Funds International HLS IB) |
-2.40%
Aug 2008 - Aug 2011 |
-0.63%
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 |
|---|---|---|---|---|
| HVTBX (American Funds International HLS IB) |
17.62%
Feb 2009 - Feb 2012 |
14.62%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart