Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HVBBX (American Funds Bond HLS IB) | NA | -2.74% | -2.67% | -0.43% | 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 |
|---|---|---|
| HVBBX (American Funds Bond 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 (%) | -0.21 | -2.74 | -2.67 | -0.43 | NA | NA | NA | … | … | -1.64 | -7.41 | 0.10 | 3.04 | 3.65 | 9.81 | -10.48 |
| Sharpe Ratio | NA | -0.48 | -0.44 | -0.09 | NA | NA | NA | … | … | -0.34 | -1.14 | 0.01 | 0.75 | 0.86 | 2.14 | -2.95 |
| Standard Deviation(%) | NA | 5.70 | 6.07 | 5.45 | NA | NA | NA | … | … | 5.93 | 6.55 | 5.27 | 4.03 | 4.14 | 4.54 | 5.47 |
| Draw Down(%) | NA | 5.80 | 12.67 | 12.67 | NA | NA | NA | … | … | 5.80 | 9.79 | 5.65 | 3.72 | 4.36 | 3.84 | 15.00 |
| 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 |
|---|---|---|---|---|
| HVBBX (American Funds Bond HLS IB) |
-2.53%
Sep 2011 – Sep 2014 |
-0.23%
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 |
|---|---|---|---|---|
| HVBBX (American Funds Bond HLS IB) |
6.50%
Feb 2009 – Feb 2012 |
2.55%
Nov 2008 – Nov 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart