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HAFDX: HARTFORD MULTI-ASSET INCOME FUND CLASS F (MUTUAL FUND)
Basic Info 8.73 0.02(0.23%) April 22
Asset Class: | EQUITY |
MyPlanIQ Rating: | (77%) |
Start Date: | 03/01/2017 |
Last Dividend Date: | 03/26/2024 |
12-Mo. Yield | 6.10% |
Expenses | 0.88% |
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Performance Analytics (As of 04/19/2024)
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | -1.3 | 1.1 | 0.3 | 2.8 | 2.9 | 5.8 | -8.2 | 8.2 | 5.0 | 14.3 | -2.1 | 4.4 |
Sharpe Ratio | NA | -1.45 | -0.44 | -0.31 | 0.15 | 0.28 | 0.23 | -1.11 | 1.68 | 0.37 | 3.42 | -0.86 | 1.8 |
Draw Down(%) | NA | 3.0 | 6.7 | 13.2 | 17.4 | 17.4 | 7.2 | 13.2 | 2.5 | 17.4 | 2.1 | 7.1 | 1.0 |
Standard Deviation(%) | NA | 5.9 | 6.6 | 6.9 | 8.1 | 7.1 | 6.7 | 8.6 | 4.9 | 13.0 | 3.8 | 4.0 | 2.6 |
Treynor Ratio | NA | -0.33 | -0.09 | -0.08 | 0.04 | 0.07 | 0.05 | -0.36 | 0.29 | 0.14 | 0.52 | -0.21 | 0.29 |
Alpha | NA | -0.04 | -0.03 | -0.01 | -0.01 | -0.01 | -0.02 | -0.02 | 0.0 | -0.01 | 0.02 | -0.01 | 0.01 |
Beta | NA | 0.26 | 0.33 | 0.28 | 0.31 | 0.29 | 0.31 | 0.27 | 0.29 | 0.35 | 0.25 | 0.17 | 0.16 |
RSquared | NA | 0.28 | 0.38 | 0.51 | 0.7 | 0.66 | 0.39 | 0.6 | 0.65 | 0.88 | 0.7 | 0.5 | 0.19 |
Yield(%) | N/A | 0.6 | 3.0 | 3.6 | 3.6 | N/A | 3.0 | 5.1 | 2.8 | 2.3 | 4.9 | 7.2 | 3.0 |
Dividend Growth(%) | N/A | -80.8 | -46.0 | N/A | N/A | N/A | -49.0 | 88.9 | 28.6 | -50.0 | -37.3 | 139.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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