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HAASX: Hartford Equity Growth Allocation R4 (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/27/2006 |
Last Dividend Date: | 06/04/2012 |
12-Mo. Yield | 0.13% |
Expenses | - |
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Performance Analytics (As of 06/05/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 12/27/2006 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -6.9 | 11.0 | -2.4 | -0.5 | 3.3 | -5.7 | 16.6 | 31.0 | -40.9 | 11.5 | -0.6 |
Sharpe Ratio | NA | -0.28 | 0.53 | -0.11 | -0.05 | 0.62 | -0.23 | 0.86 | 1.1 | -1.05 | 0.5 | -16.73 |
Draw Down(%) | NA | 22.6 | 23.9 | 57.3 | 57.3 | 10.1 | 23.9 | 15.9 | 26.6 | 52.0 | 11.0 | 0.6 |
Standard Deviation(%) | NA | 24.7 | 20.6 | 27.3 | 26.2 | 12.5 | 24.8 | 19.1 | 28.0 | 39.6 | 17.0 | 3.4 |
Treynor Ratio | NA | -0.07 | 0.11 | -0.03 | -0.01 | 0.09 | -0.06 | 0.16 | 0.31 | -0.44 | 0.08 | -0.52 |
Alpha | NA | -0.05 | -0.03 | -0.04 | -0.02 | 0.0 | -0.03 | 0.0 | 0.01 | -0.03 | 0.02 | 0.02 |
Beta | NA | 1.03 | 1.03 | 1.0 | 0.99 | 0.9 | 1.03 | 1.01 | 1.0 | 0.96 | 1.06 | 1.09 |
RSquared | NA | 0.97 | 0.95 | 0.96 | 0.96 | 0.8 | 0.97 | 0.93 | 0.96 | 0.98 | 0.97 | 1.0 |
Yield(%) | N/A | 0.1 | 0.2 | 2.3 | N/A | 0.0 | 0.2 | 0.0 | 0.4 | 1.3 | 11.3 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | -82.4 | -88.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2006
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