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HAFSX: HARTFORD MULTI-ASSET INCOME FUND CLASS R4 (MUTUAL FUND)
Basic Info 8.81 0.01(0.11%) April 24
Asset Class: | EQUITY |
MyPlanIQ Rating: | (77%) |
Start Date: | 05/02/2014 |
Last Dividend Date: | 03/26/2024 |
12-Mo. Yield | 5.59% |
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 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | -1.2 | 0.8 | -0.1 | 2.5 | 2.7 | 5.3 | -8.5 | 7.7 | 4.7 | 14.2 | -2.4 | 9.8 | 7.0 | -5.3 | -1.4 |
Sharpe Ratio | NA | -1.62 | -0.51 | -0.38 | 0.1 | 0.25 | 0.16 | -1.16 | 1.58 | 0.34 | 3.35 | -0.93 | 3.76 | 1.19 | -0.94 | -0.47 |
Draw Down(%) | NA | 3.1 | 6.9 | 13.4 | 17.5 | 17.5 | 7.5 | 13.4 | 2.6 | 17.5 | 2.1 | 7.1 | 1.1 | 7.5 | 11.0 | 6.6 |
Standard Deviation(%) | NA | 5.9 | 6.6 | 6.9 | 8.1 | 6.6 | 6.7 | 8.6 | 4.9 | 12.9 | 3.8 | 3.9 | 2.4 | 5.7 | 5.7 | 4.5 |
Treynor Ratio | NA | -0.36 | -0.1 | -0.09 | 0.03 | 0.06 | 0.03 | -0.37 | 0.27 | 0.13 | 0.51 | -0.21 | 0.62 | 0.22 | -0.19 | -0.07 |
Alpha | NA | -0.05 | -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 | 0.26 | 0.34 | 0.28 | 0.31 | 0.29 | 0.31 | 0.27 | 0.29 | 0.35 | 0.25 | 0.17 | 0.15 | 0.31 | 0.28 | 0.3 |
RSquared | NA | 0.28 | 0.39 | 0.51 | 0.7 | 0.65 | 0.41 | 0.6 | 0.66 | 0.88 | 0.7 | 0.55 | 0.18 | 0.54 | 0.57 | 0.57 |
Yield(%) | N/A | 0.6 | 2.9 | 3.4 | 3.4 | N/A | 2.9 | 4.9 | 2.6 | 1.9 | 4.8 | 6.7 | 5.3 | 4.5 | 3.6 | 2.7 |
Dividend Growth(%) | N/A | -80.0 | -46.9 | N/A | N/A | N/A | -49.0 | 96.0 | 38.9 | -56.1 | -34.9 | 31.2 | 23.1 | 11.4 | 29.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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