Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HVWBX (American Funds New World HLS IB) | NA | -36.16% | -13.64% | -7.52% | NA | NA | NA | -8.95% |
Data as of 10/23/2014, AR inception is 05/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HVWBX (American Funds New World HLS IB) | 05/05/2008 | 10/23/2014 |
| 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 (%) | 1.05 | -36.16 | -13.64 | -7.52 | NA | NA | NA | -8.95 | -36.86 | -2.34 | 8.43 | -15.10 | 16.04 | 46.99 | -41.14 |
| Sharpe Ratio | NA | -0.93 | -0.43 | -0.25 | NA | NA | NA | -0.35 | -1.28 | -0.14 | 0.58 | -0.79 | 0.94 | 2.18 | -1.56 |
| Standard Deviation(%) | NA | 39.10 | 30.50 | 30.20 | NA | NA | NA | 23.89 | 33.74 | 17.17 | 14.62 | 19.05 | 16.97 | 21.55 | 35.82 |
| Draw Down(%) | NA | 41.05 | 42.59 | 46.50 | NA | NA | NA | 50.39 | 41.05 | 18.54 | 13.23 | 25.02 | 14.19 | 16.19 | 50.39 |
| 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 10/23/2014, 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 |
|---|---|---|---|---|
| HVWBX (American Funds New World HLS IB) |
-7.60%
Aug 2011 - Aug 2014 |
-3.18%
Sep 2009 - Sep 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVWBX (American Funds New World HLS IB) |
21.02%
Feb 2009 - Feb 2012 |
10.72%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart