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HAFIX: HARTFORD MULTI-ASSET INCOME FUND CLASS I (MUTUAL FUND)
Basic Info 8.77 0.01(0.11%) April 17
Asset Class: | EQUITY |
MyPlanIQ Rating: | (77%) |
Start Date: | 05/02/2014 |
Last Dividend Date: | 03/26/2024 |
12-Mo. Yield | 5.82% |
Expenses | 0.88% |
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Performance Analytics (As of 04/12/2024)
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(%) | -1.1 | -1.8 | 0.7 | -0.2 | 2.6 | 2.7 | 5.5 | -8.2 | 7.9 | 5.0 | 14.1 | -2.2 | 9.9 | 7.5 | -4.3 | -1.2 |
Sharpe Ratio | NA | -1.15 | -0.37 | -0.26 | 0.15 | 0.31 | 0.18 | -1.13 | 1.63 | 0.37 | 3.37 | -0.91 | 3.83 | 1.26 | -0.77 | -0.41 |
Draw Down(%) | NA | 2.1 | 7.0 | 13.3 | 17.5 | 17.5 | 7.3 | 13.3 | 2.6 | 17.5 | 2.1 | 7.0 | 1.1 | 7.3 | 10.2 | 6.5 |
Standard Deviation(%) | NA | 5.9 | 6.5 | 6.9 | 8.1 | 6.6 | 6.7 | 8.6 | 4.8 | 12.9 | 3.8 | 3.9 | 2.4 | 5.8 | 5.6 | 4.5 |
Treynor Ratio | NA | -0.26 | -0.07 | -0.06 | 0.04 | 0.07 | 0.04 | -0.36 | 0.28 | 0.14 | 0.51 | -0.21 | 0.6 | 0.23 | -0.15 | -0.06 |
Alpha | NA | -0.05 | -0.04 | -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 | 0.26 | 0.34 | 0.28 | 0.31 | 0.29 | 0.32 | 0.27 | 0.29 | 0.35 | 0.25 | 0.17 | 0.15 | 0.32 | 0.29 | 0.3 |
RSquared | NA | 0.28 | 0.39 | 0.52 | 0.7 | 0.65 | 0.41 | 0.61 | 0.66 | 0.88 | 0.7 | 0.54 | 0.2 | 0.56 | 0.6 | 0.58 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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