HIG: Hartford Financial Services Group (STOCK)
Basic Info 101.33 1.65(1.66%) May 09
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/15/1995 |
| Last Dividend Date: | 03/01/2024 |
| 12-Mo. Yield | 2.54% |
| Expenses | - |
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Performance Analytics (As of 05/06/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/15/1995 |
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 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.9 | 26.7 | 47.2 | 17.6 | 16.8 | 13.5 | 14.4 | 4.6 | 7.0 | 7.9 | 12.3 | 44.2 | -17.0 | 39.7 | -19.2 | 20.2 | 11.8 | 6.1 | 17.1 | 64.2 | 41.0 | -37.5 | 14.9 | 43.7 | -79.8 | -4.5 | 10.8 | 25.8 | 19.5 | 33.0 | -26.3 | -9.6 | 51.9 | -13.7 | 17.3 | 38.6 | 39.5 | -2.8 |
| Sharpe Ratio | NA | 4.5 | 2.36 | 0.64 | 0.4 | 0.41 | NA | NA | 0.11 | 0.17 | 0.43 | 1.52 | -0.26 | 2.45 | -0.98 | 1.41 | 0.49 | 0.28 | 0.98 | 2.6 | 1.3 | -0.69 | 0.36 | 0.34 | -0.49 | -0.3 | 0.41 | 1.22 | 0.88 | 1.11 | -0.73 | -0.38 | 0.87 | -0.48 | 0.42 | 1.41 | 1.67 | -2.54 |
| Draw Down(%) | NA | 7.7 | 8.1 | 18.6 | 57.6 | 57.6 | NA | NA | 96.3 | 16.7 | 18.6 | 13.1 | 56.9 | 7.2 | 29.5 | 8.7 | 14.5 | 14.2 | 11.2 | 8.8 | 27.2 | 51.0 | 35.5 | 81.5 | 94.2 | 19.0 | 13.0 | 10.8 | 22.1 | 33.2 | 46.1 | 28.6 | 37.5 | 42.7 | 35.9 | 15.0 | 14.2 | 3.8 |
| Standard Deviation(%) | NA | 17.1 | 17.2 | 22.5 | 36.1 | 29.0 | NA | NA | 49.4 | 21.4 | 25.8 | 29.1 | 65.3 | 15.6 | 20.9 | 14.0 | 23.7 | 22.0 | 17.5 | 24.6 | 31.9 | 54.5 | 41.6 | 126.6 | 163.6 | 25.1 | 18.7 | 19.3 | 21.1 | 29.2 | 37.4 | 32.0 | 55.2 | 35.5 | 33.1 | 24.8 | 21.4 | 22.8 |
| Treynor Ratio | NA | 3.39 | 1.11 | 0.2 | 0.15 | 0.12 | NA | NA | 0.04 | 0.05 | 0.15 | 0.69 | -0.14 | 0.53 | -0.26 | 0.26 | 0.1 | 0.06 | 0.14 | 0.39 | 0.22 | -0.19 | 0.08 | 0.13 | -0.49 | -0.06 | 0.07 | 0.2 | 0.17 | 0.25 | -0.27 | -0.16 | 0.41 | -0.19 | 0.15 | 0.49 | 0.4 | 1.16 |
| Alpha | NA | 0.21 | 0.11 | 0.04 | 0.03 | 0.01 | NA | NA | 0.02 | -0.03 | 0.11 | 0.1 | -0.1 | 0.06 | -0.07 | 0.02 | 0.0 | 0.02 | 0.01 | 0.02 | 0.04 | -0.16 | -0.02 | 0.09 | 0.15 | -0.04 | -0.02 | 0.08 | 0.03 | -0.01 | -0.01 | 0.01 | 0.26 | -0.11 | -0.02 | 0.05 | 0.06 | -0.32 |
| Beta | NA | 0.23 | 0.37 | 0.72 | 0.97 | 0.96 | NA | NA | 1.36 | 0.71 | 0.75 | 0.64 | 1.21 | 0.73 | 0.8 | 0.75 | 1.17 | 1.04 | 1.18 | 1.63 | 1.86 | 2.02 | 1.8 | 3.43 | 1.63 | 1.25 | 1.09 | 1.2 | 1.11 | 1.3 | 1.02 | 0.74 | 1.16 | 0.87 | 0.95 | 0.71 | 0.89 | -0.5 |
| RSquared | NA | 0.02 | 0.06 | 0.31 | 0.33 | 0.35 | NA | NA | 0.27 | 0.19 | 0.49 | 0.08 | 0.41 | 0.34 | 0.43 | 0.13 | 0.42 | 0.54 | 0.59 | 0.53 | 0.55 | 0.74 | 0.61 | 0.54 | 0.15 | 0.63 | 0.34 | 0.4 | 0.34 | 0.58 | 0.5 | 0.25 | 0.21 | 0.2 | 0.34 | 0.27 | 0.24 | 0.07 |
| Yield(%) | N/A | 0.6 | 2.5 | 2.5 | 2.8 | 3.4 | 5.7 | 1.7 | N/A | 2.3 | 2.3 | 3.0 | 2.1 | 2.8 | 2.0 | 2.0 | 2.0 | 1.9 | 1.9 | 2.1 | 2.4 | 1.4 | 0.8 | 1.2 | 2.2 | 2.2 | 1.9 | 1.7 | 1.9 | 2.3 | 1.7 | 1.5 | 2.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -72.8 | 10.2 | 32.3 | 65.8 | 25.5 | N/A | N/A | N/A | 8.8 | 10.4 | 12.5 | 6.7 | 9.1 | 17.0 | 9.3 | 10.3 | 18.2 | 32.0 | 25.0 | 0.0 | 100.0 | 0.0 | -89.5 | -5.9 | 19.4 | 45.3 | 3.5 | 3.7 | 3.8 | 4.0 | 4.1 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/15/1995
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