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HABPX: HARTFORD REAL TOTAL RETURN FUND CLASS Y (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/04/2013 |
Last Dividend Date: | 10/05/2018 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 1.4 | -0.2 | 11.8 | 4.1 | 1.8 | -4.1 | -4.0 | -4.3 | 2.0 |
Sharpe Ratio | NA | 0.22 | -0.05 | -0.16 | -0.15 | 0.21 | 0.21 | -0.6 | -0.33 | -0.55 | 6.12 |
Draw Down(%) | NA | 5.6 | 10.1 | 19.7 | 19.7 | 5.6 | 2.6 | 9.7 | 11.8 | 9.6 | 0.8 |
Standard Deviation(%) | NA | 13.1 | 9.2 | 9.6 | 9.6 | 13.2 | 5.6 | 7.1 | 12.1 | 7.9 | 5.1 |
Treynor Ratio | NA | 0.16 | -0.02 | -0.05 | -0.04 | 0.16 | 0.02 | -0.17 | -0.09 | -0.11 | 1.32 |
Alpha | NA | 0.02 | -0.01 | -0.01 | -0.01 | 0.02 | -0.03 | -0.03 | -0.02 | -0.04 | 0.06 |
Beta | NA | 0.18 | 0.24 | 0.32 | 0.32 | 0.18 | 0.53 | 0.26 | 0.42 | 0.4 | 0.23 |
RSquared | NA | 0.04 | 0.11 | 0.18 | 0.18 | 0.04 | 0.45 | 0.24 | 0.29 | 0.36 | 0.21 |
Yield(%) | N/A | 20.7 | 6.8 | 4.3 | N/A | 10.9 | 11.1 | 0.0 | 0.4 | 3.2 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | -11.1 | N/A | -100.0 | -87.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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