Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HVIBX (American Funds Global Gr And Inc HLS IB) | NA | -39.35% | -8.00% | -4.14% | 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 |
|---|---|---|
| HVIBX (American Funds Global Gr And Inc 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 (%) | 0.92 | -39.35 | -8.00 | -4.14 | NA | NA | NA | … | … | -41.46 | 18.19 | 13.48 | -7.30 | 8.26 | 38.94 | -40.61 |
| Sharpe Ratio | NA | -0.89 | -0.27 | -0.17 | NA | NA | NA | … | … | -0.98 | 1.56 | 1.08 | -0.37 | 0.47 | 1.68 | -1.40 |
| Standard Deviation(%) | NA | 44.47 | 28.13 | 24.56 | NA | NA | NA | … | … | 49.24 | 11.67 | 12.59 | 19.61 | 17.50 | 23.15 | 39.50 |
| Draw Down(%) | NA | 46.28 | 46.28 | 46.28 | NA | NA | NA | … | … | 46.28 | 8.23 | 9.68 | 22.52 | 13.45 | 20.55 | 51.26 |
| 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 |
|---|---|---|---|---|
| HVIBX (American Funds Global Gr And Inc HLS IB) |
-2.43%
Aug 2011 – Aug 2014 |
-0.46%
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 |
|---|---|---|---|---|
| HVIBX (American Funds Global Gr And Inc HLS IB) |
19.63%
Feb 2009 – Feb 2012 |
16.68%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart