Find A Portfolio/Ticker
Comparison Box
HGHAX: THE HARTFORD HEALTHCARE FUND CLASS A (MUTUAL FUND)
Basic Info 37.86 0.16(0.42%) May 01
Asset Class: | Health |
MyPlanIQ Rating: | (78%) |
Start Date: | 05/25/2000 |
Last Dividend Date: | 12/12/2022 |
12-Mo. Yield | 0.00% |
Expenses | 1.01% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/26/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 3.2 | 6.1 | -0.1 | 8.8 | 9.7 | 13.9 | 10.0 | 10.5 | 3.8 | -11.7 | 9.9 | 22.7 | 33.3 | -3.2 | 21.7 | -8.6 | 12.5 | 26.3 | 49.4 | 19.8 | 7.7 | 6.4 | 21.5 | -25.5 | 5.6 | 10.2 | 11.9 | 11.9 | 31.1 | -17.6 | 1.5 | 40.8 |
Sharpe Ratio | NA | 0.24 | 0.31 | -0.2 | 0.35 | 0.47 | NA | NA | 0.51 | -0.04 | -0.61 | 0.76 | 0.73 | 2.07 | -0.25 | 2.04 | -0.47 | 0.66 | 1.73 | 4.04 | 1.6 | 0.33 | 0.37 | 1.01 | -0.84 | 0.22 | 0.61 | 0.85 | 0.81 | 1.73 | -0.79 | -0.05 | 3.92 |
Draw Down(%) | NA | 6.5 | 11.6 | 25.6 | 28.5 | 28.5 | NA | NA | 42.9 | 11.6 | 22.9 | 10.0 | 28.5 | 8.1 | 21.2 | 5.8 | 19.3 | 17.9 | 10.7 | 5.0 | 7.8 | 21.4 | 16.3 | 21.8 | 40.2 | 7.6 | 8.1 | 8.0 | 12.1 | 12.0 | 30.8 | 18.6 | 7.3 |
Standard Deviation(%) | NA | 11.4 | 11.7 | 15.8 | 19.6 | 18.1 | NA | NA | 18.2 | 12.3 | 21.7 | 13.0 | 30.7 | 15.4 | 18.3 | 10.3 | 18.5 | 18.7 | 15.2 | 12.2 | 12.5 | 23.4 | 16.8 | 21.1 | 31.5 | 12.1 | 11.5 | 11.5 | 13.5 | 17.6 | 23.8 | 17.7 | 18.6 |
Treynor Ratio | NA | 0.03 | 0.04 | -0.03 | 0.06 | 0.08 | NA | NA | 0.08 | 0.0 | -0.12 | 0.09 | 0.21 | 0.29 | -0.04 | 0.24 | -0.08 | 0.12 | 0.23 | 0.45 | 0.17 | 0.06 | 0.05 | 0.19 | -0.25 | 0.02 | 0.06 | 0.08 | 0.09 | 0.25 | -0.16 | -0.01 | 0.65 |
Alpha | NA | 0.01 | 0.01 | -0.02 | -0.01 | 0.0 | NA | NA | 0.0 | -0.01 | -0.04 | -0.02 | 0.03 | 0.03 | -0.01 | 0.03 | 0.01 | 0.0 | -0.02 | 0.0 | 0.01 | -0.02 | 0.0 | -0.01 | -0.03 | 0.0 | -0.01 | -0.02 | 0.0 | 0.0 | -0.02 | 0.04 | 0.02 |
Beta | NA | 0.99 | 1.0 | 1.04 | 1.07 | 1.07 | NA | NA | 1.11 | 1.02 | 1.06 | 1.09 | 1.08 | 1.1 | 1.11 | 0.9 | 1.12 | 1.08 | 1.13 | 1.11 | 1.16 | 1.27 | 1.25 | 1.11 | 1.07 | 1.07 | 1.18 | 1.22 | 1.27 | 1.2 | 1.15 | 1.12 | 1.12 |
RSquared | NA | 0.93 | 0.93 | 0.94 | 0.95 | 0.93 | NA | NA | 0.92 | 0.94 | 0.95 | 0.88 | 0.96 | 0.91 | 0.91 | 0.74 | 0.95 | 0.94 | 0.93 | 0.9 | 0.87 | 0.95 | 0.92 | 0.94 | 0.95 | 0.92 | 0.9 | 0.84 | 0.89 | 0.91 | 0.94 | 0.93 | 0.8 |
Yield(%) | N/A | 0.0 | 0.0 | 3.7 | 7.4 | 8.6 | 16.3 | 10.1 | N/A | 0.0 | 0.9 | 10.7 | 13.7 | 7.9 | 7.3 | 6.1 | 8.8 | 14.2 | 8.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 3.6 | 7.4 | 4.1 | 6.4 | 5.2 | 0.5 | 2.1 | 2.1 | 0.0 |
Dividend Growth(%) | N/A | N/A | -100.0 | -52.7 | -17.6 | 522.5 | N/A | N/A | N/A | -100.0 | -91.8 | -15.5 | 119.1 | -4.8 | 38.5 | -40.7 | -40.8 | 104.8 | N/A | N/A | N/A | N/A | N/A | -100.0 | -53.1 | 91.2 | -32.0 | 29.9 | 1183.3 | -80.0 | 3.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/26/2000
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Health Asset Class Trend Rankings |
Top Rated Funds in Health
Best Mutual Funds
- VGHCX (VANGUARD HEALTH CARE FUND INVESTOR SHARES) 0.64% (97%)
- HGHAX (THE HARTFORD HEALTHCARE FUND CLASS A) 0.42% (78%)
- FSMEX (MEDICAL EQUIPMENT AND SYSTEMS PORTFOLIO MEDICAL EQUIPMENT AND SYSTEMS PORTFOLIO) 0.40% (77%)
- FBIOX (BIOTECHNOLOGY PORTFOLIO BIOTECHNOLOGY PORTFOLIO) 2.39% (77%)
- FBTIX (FIDELITY ADVISOR BIOTECHNOLOGY FUND CLASS I) 1.62% (77%)
- FPHAX (PHARMACEUTICALS PORTFOLIO PHARMACEUTICALS PORTFOLIO) 0.70% (75%)
- FSHCX (HEALTH CARE SERVICES PORTFOLIO HEALTH CARE SERVICES PORTFOLIO) 2.37% (74%)
- FSPHX (HEALTH CARE PORTFOLIO HEALTH CARE PORTFOLIO) 0.14% (73%)
- FHCIX (FIDELITY ADVISOR HEALTH CARE FUND CLASS I) 0.10% (73%)
- SHSSX (BLACKROCK HEALTH SCIENCES OPPORTUNITIES PORTFOLIO INSTITUTIONAL) 0.38% (66%)
Best ETFs
- DRGS (RBS Global Big Pharma ETN) (100%)
- XLV (Health Care Select Sector SPDR® Fund) 0.18% (96%)
- BBH (VanEck Biotech ETF) 1.67% (94%)
- IBB (iShares Biotechnology ETF) 2.02% (94%)
- PPH (VanEck Pharmaceutical ETF) 0.46% (93%)
- FBT (First Trust NYSE Arca Biotechnology Index Fund) 1.46% (91%)
- FXH (First Trust Health Care AlphaDEX® Fund) 0.57% (90%)
- IHE (iShares U.S. Pharmaceuticals ETF) 1.51% (88%)
- IHF (iShares U.S. Healthcare Providers ETF) 0.77% (88%)
- IHI (iShares U.S. Medical Devices ETF) 0.02% (87%)
Best Closed End Funds
- BME (BlackRock Health Sciences Trust) 0.77% (100%)
- GRX (Gabelli Healthcare & WellnessRx Trust) 0.11% (99%)
- HQH (Tekla Healthcare Investors) 0.80% (98%)
- HQL (Tekla Life Sciences Investors) 1.53% (98%)