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HAFAX: HARTFORD MULTI-ASSET INCOME FUND CLASS A (MUTUAL FUND)
Basic Info 9.05 0.01(0.11%) March 28
Asset Class: | EQUITY |
MyPlanIQ Rating: | (77%) |
Start Date: | 05/02/2014 |
Last Dividend Date: | 02/27/2024 |
12-Mo. Yield | 5.47% |
Expenses | 0.88% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.3 | 0.8 | 5.4 | 1.1 | 3.1 | 2.9 | 5.2 | -8.6 | 7.7 | 4.7 | 14.0 | -2.4 | 9.7 | 7.2 | -4.9 | -1.4 |
Sharpe Ratio | NA | -0.17 | 0.25 | -0.14 | 0.19 | 0.3 | 0.15 | -1.18 | 1.58 | 0.34 | 3.33 | -0.95 | 3.7 | 1.23 | -0.87 | -0.45 |
Draw Down(%) | NA | 2.1 | 7.1 | 13.5 | 17.4 | 17.4 | 7.6 | 13.5 | 2.6 | 17.4 | 2.1 | 7.1 | 1.0 | 7.5 | 10.6 | 6.6 |
Standard Deviation(%) | NA | 5.5 | 6.4 | 6.8 | 8.0 | 6.6 | 6.7 | 8.5 | 4.8 | 12.9 | 3.8 | 3.9 | 2.5 | 5.7 | 5.7 | 4.5 |
Treynor Ratio | NA | -0.04 | 0.05 | -0.03 | 0.05 | 0.07 | 0.03 | -0.38 | 0.27 | 0.13 | 0.5 | -0.22 | 0.59 | 0.23 | -0.17 | -0.07 |
Alpha | NA | -0.04 | -0.03 | -0.01 | -0.01 | -0.01 | -0.02 | -0.02 | 0.0 | -0.01 | 0.02 | -0.01 | 0.02 | 0.01 | -0.02 | -0.03 |
Beta | NA | 0.25 | 0.33 | 0.28 | 0.31 | 0.29 | 0.31 | 0.27 | 0.28 | 0.35 | 0.25 | 0.16 | 0.15 | 0.31 | 0.29 | 0.3 |
RSquared | NA | 0.29 | 0.38 | 0.52 | 0.7 | 0.65 | 0.39 | 0.6 | 0.64 | 0.88 | 0.7 | 0.51 | 0.19 | 0.54 | 0.62 | 0.55 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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