Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HVDBX (American Funds Global Bond HLS IB) | NA | -6.11% | -6.00% | -2.77% | 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 |
|---|---|---|
| HVDBX (American Funds Global 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 (%) | -0.43 | -6.11 | -6.00 | -2.77 | NA | NA | NA | … | … | -4.55 | -13.05 | 0.82 | 1.94 | 3.05 | 5.85 | -0.80 |
| Sharpe Ratio | NA | -0.76 | -0.64 | -0.36 | NA | NA | NA | … | … | -0.64 | -1.05 | 0.13 | 0.41 | 0.55 | 0.80 | -0.22 |
| Standard Deviation(%) | NA | 8.08 | 9.25 | 7.83 | NA | NA | NA | … | … | 8.79 | 12.48 | 5.80 | 4.63 | 5.42 | 7.18 | 9.09 |
| Draw Down(%) | NA | 10.00 | 20.10 | 21.20 | NA | NA | NA | … | … | 10.00 | 16.02 | 5.48 | 6.95 | 5.57 | 6.96 | 11.32 |
| 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 |
|---|---|---|---|---|
| HVDBX (American Funds Global Bond HLS IB) |
-5.89%
Aug 2011 – Aug 2014 |
-2.65%
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 |
|---|---|---|---|---|
| HVDBX (American Funds Global Bond HLS IB) |
7.58%
Oct 2008 – Oct 2011 |
1.79%
Oct 2008 – Oct 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart