Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HVNBX (American Funds Growth-Income HLS IB) | NA | -25.10% | 1.81% | 3.01% | 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 |
|---|---|---|
| HVNBX (American Funds Growth-Income 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 (%) | 1.41 | -25.10 | 1.81 | 3.01 | NA | NA | NA | … | … | -29.34 | 30.64 | 15.21 | -2.11 | 8.70 | 30.81 | -37.70 |
| Sharpe Ratio | NA | -0.70 | 0.08 | 0.11 | NA | NA | NA | … | … | -1.09 | 2.67 | 1.26 | -0.11 | 0.50 | 1.26 | -1.28 |
| Standard Deviation(%) | NA | 36.10 | 26.45 | 26.32 | NA | NA | NA | … | … | 32.14 | 11.48 | 12.12 | 20.01 | 17.26 | 24.42 | 40.42 |
| Draw Down(%) | NA | 36.32 | 36.32 | 36.32 | NA | NA | NA | … | … | 36.32 | 6.31 | 8.93 | 19.38 | 16.06 | 23.84 | 47.09 |
| 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 |
|---|---|---|---|---|
| HVNBX (American Funds Growth-Income HLS IB) |
-2.43%
Aug 2008 – Aug 2011 |
4.10%
Jun 2008 – Jun 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVNBX (American Funds Growth-Income HLS IB) |
20.62%
Feb 2009 – Feb 2012 |
19.93%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart