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HIMCX: HARTFORD MIDCAP HLS FUND IA (MUTUAL FUND)
Basic Info 28.04 0.15(0.54%) May 03
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (91%) |
Start Date: | 07/14/1997 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 0.04% |
Expenses | 0.97% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/14/1997 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 2.5 | 13.9 | -3.6 | 5.6 | 8.6 | 12.2 | 7.1 | 2.0 | 14.4 | -24.8 | 10.2 | 25.1 | 32.7 | -7.5 | 24.5 | 12.0 | 1.5 | 11.3 | 39.8 | 19.4 | -7.9 | 23.2 | 30.9 | -38.0 | -1.9 | -5.1 | 0.8 | 16.5 | 37.7 | -91.4 | -15.4 | 107.1 | 42.4 | 26.3 | 14.0 |
Sharpe Ratio | NA | 0.27 | 0.72 | -0.31 | 0.15 | 0.38 | NA | NA | 0.01 | 0.58 | -0.91 | 0.61 | 0.67 | 2.06 | -0.48 | 2.45 | 0.71 | 0.09 | 0.8 | 2.99 | 1.29 | -0.28 | 1.14 | 1.12 | -1.02 | -0.22 | -0.44 | -0.07 | 1.19 | 2.2 | -0.4 | -0.67 | 1.8 | 2.12 | 0.97 | 1.34 |
Draw Down(%) | NA | 7.8 | 15.8 | 33.5 | 38.0 | 38.0 | NA | NA | 94.9 | 16.2 | 31.6 | 8.1 | 38.0 | 8.3 | 24.4 | 4.7 | 13.9 | 11.2 | 11.7 | 6.7 | 11.1 | 28.6 | 15.4 | 22.7 | 51.6 | 19.6 | 15.6 | 13.5 | 11.0 | 11.7 | 92.0 | 35.2 | 19.0 | 11.2 | 31.7 | 10.6 |
Standard Deviation(%) | NA | 15.5 | 15.9 | 21.4 | 24.7 | 20.5 | NA | NA | 50.6 | 17.7 | 29.0 | 16.6 | 37.2 | 15.2 | 18.3 | 9.8 | 16.7 | 15.6 | 14.2 | 13.3 | 15.2 | 28.0 | 20.2 | 27.5 | 38.2 | 22.9 | 19.1 | 18.6 | 13.0 | 16.8 | 231.2 | 26.8 | 57.4 | 18.5 | 23.7 | 21.2 |
Treynor Ratio | NA | 0.04 | 0.11 | -0.07 | 0.04 | 0.08 | NA | NA | 0.01 | 0.1 | -0.3 | 0.13 | 0.25 | 0.3 | -0.09 | 0.22 | 0.12 | 0.02 | 0.11 | 0.41 | 0.22 | -0.08 | 0.26 | 0.34 | -0.49 | -0.05 | -0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.01 | -0.02 | -0.02 | -0.01 | 0.0 | NA | NA | 0.01 | -0.03 | 0.0 | -0.02 | -0.03 | -0.01 | -0.01 | 0.0 | 0.02 | 0.01 | -0.01 | 0.03 | 0.02 | -0.02 | -0.01 | -0.02 | 0.0 | -0.07 | -0.05 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.03 | 1.02 | 0.89 | 0.94 | 0.95 | NA | NA | 0.91 | 1.0 | 0.88 | 0.77 | 1.0 | 1.05 | 0.98 | 1.08 | 1.01 | 0.96 | 1.01 | 0.97 | 0.91 | 0.98 | 0.9 | 0.91 | 0.79 | 1.02 | 0.83 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.91 | 0.9 | 0.9 | 0.9 | 0.91 | NA | NA | 0.31 | 0.91 | 0.94 | 0.71 | 0.92 | 0.93 | 0.95 | 0.83 | 0.93 | 0.94 | 0.95 | 0.94 | 0.93 | 0.98 | 0.97 | 0.97 | 0.94 | 0.63 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 7.5 | 10.2 | 11.5 | 11.0 | 17.3 | 9.2 | N/A | 7.8 | 12.6 | 17.3 | 9.5 | 18.5 | 9.9 | 5.4 | 11.1 | 12.0 | 13.0 | 4.8 | 1.0 | 0.7 | 0.0 | 0.7 | 0.5 | 0.6 | 1.1 | 0.4 | 0.3 | 0.3 | 0.0 | 0.0 | 51.2 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -60.9 | 4.3 | 28.9 | 1498.1 | N/A | N/A | N/A | -60.9 | -31.4 | 102.5 | -41.2 | 55.6 | 115.7 | -49.7 | -17.9 | -7.6 | 248.9 | 504.3 | 27.8 | N/A | -100.0 | -8.3 | -20.0 | -54.5 | 175.0 | 71.4 | 16.7 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/14/1997
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