Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HVCBX (American Funds Blue Chip Inc & Gr HLS IB) | NA | -10.24% | 4.84% | 5.16% | 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 |
|---|---|---|
| HVCBX (American Funds Blue Chip Inc & Gr 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 (%) | 1.46 | -10.24 | 4.84 | 5.16 | NA | NA | NA | … | … | -15.27 | 22.37 | 10.92 | -1.20 | 7.62 | 27.89 | -34.35 |
| Sharpe Ratio | NA | -0.49 | 0.31 | 0.30 | NA | NA | NA | … | … | -0.81 | 1.65 | 0.91 | -0.06 | 0.45 | 1.08 | -1.13 |
| Standard Deviation(%) | NA | 20.93 | 16.95 | 16.97 | NA | NA | NA | … | … | 22.90 | 13.57 | 11.97 | 19.11 | 16.92 | 25.84 | 42.44 |
| Draw Down(%) | NA | 24.63 | 24.63 | 24.63 | NA | NA | NA | … | … | 24.63 | 11.66 | 8.49 | 18.37 | 15.17 | 28.84 | 45.30 |
| 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 |
|---|---|---|---|---|
| HVCBX (American Funds Blue Chip Inc & Gr HLS IB) |
-2.39%
Aug 2008 – Aug 2011 |
2.92%
Aug 2008 – Aug 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVCBX (American Funds Blue Chip Inc & Gr HLS IB) |
21.88%
Feb 2009 – Feb 2012 |
18.09%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart