Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HVABX (American Funds Asset Allocation HLS IB) | NA | -28.82% | -3.71% | 0.05% | NA | NA | NA | … | … |
Data as of 10/22/2014, Common starting date is 05/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HVABX (American Funds Asset Allocation HLS IB) | 05/05/2008 | 10/22/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.93 | -28.82 | -3.71 | 0.05 | NA | NA | NA | … | … | -31.35 | 14.82 | 13.40 | -0.41 | 9.32 | 22.90 | -28.36 |
| Sharpe Ratio | NA | -0.98 | -0.17 | 0.00 | NA | NA | NA | … | … | -1.14 | 1.34 | 1.36 | -0.03 | 0.71 | 1.27 | -1.36 |
| Standard Deviation(%) | NA | 29.41 | 19.62 | 17.49 | NA | NA | NA | … | … | 32.51 | 11.04 | 9.87 | 16.02 | 13.04 | 18.01 | 29.55 |
| Draw Down(%) | NA | 35.02 | 35.02 | 35.02 | NA | NA | NA | … | … | 35.02 | 9.93 | 7.79 | 16.46 | 11.08 | 17.71 | 38.79 |
| 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 |
Data as of 10/22/2014, Common starting date is 05/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVABX (American Funds Asset Allocation HLS IB) |
0.21%
Aug 2008 – Aug 2011 |
3.58%
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 |
|---|---|---|---|---|
| HVABX (American Funds Asset Allocation HLS IB) |
17.21%
Feb 2009 – Feb 2012 |
14.21%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart