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HAFTX: HARTFORD MULTI-ASSET INCOME FUND CLASS R5 (MUTUAL FUND)
Basic Info 8.72 0.02(0.23%) April 18
Asset Class: | EQUITY |
MyPlanIQ Rating: | (77%) |
Start Date: | 05/02/2014 |
Last Dividend Date: | 03/26/2024 |
12-Mo. Yield | 5.96% |
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 | -1.9 | 0.3 | -0.2 | 2.6 | 2.7 | 5.6 | -8.3 | 7.9 | 5.0 | 14.2 | -2.2 | 9.8 | 7.4 | -4.1 | -1.3 |
Sharpe Ratio | NA | -1.11 | -0.36 | -0.24 | 0.15 | 0.31 | 0.21 | -1.13 | 1.64 | 0.36 | 3.32 | -0.91 | 3.82 | 1.24 | -0.74 | -0.43 |
Draw Down(%) | NA | 2.1 | 7.0 | 13.3 | 17.4 | 17.4 | 7.3 | 13.3 | 2.5 | 17.4 | 2.1 | 7.0 | 1.0 | 7.3 | 9.9 | 6.5 |
Standard Deviation(%) | NA | 6.0 | 6.6 | 6.9 | 8.1 | 6.6 | 6.7 | 8.6 | 4.8 | 13.0 | 3.8 | 3.9 | 2.4 | 5.8 | 5.6 | 4.5 |
Treynor Ratio | NA | -0.25 | -0.07 | -0.06 | 0.04 | 0.07 | 0.04 | -0.36 | 0.28 | 0.14 | 0.5 | -0.21 | 0.63 | 0.23 | -0.14 | -0.06 |
Alpha | NA | -0.05 | -0.04 | -0.01 | -0.01 | 0.0 | -0.02 | -0.02 | 0.0 | -0.01 | 0.02 | -0.01 | 0.02 | 0.01 | -0.02 | -0.03 |
Beta | NA | 0.27 | 0.34 | 0.28 | 0.31 | 0.29 | 0.31 | 0.27 | 0.28 | 0.35 | 0.26 | 0.17 | 0.15 | 0.32 | 0.29 | 0.3 |
RSquared | NA | 0.28 | 0.39 | 0.51 | 0.7 | 0.65 | 0.4 | 0.6 | 0.65 | 0.88 | 0.72 | 0.52 | 0.18 | 0.55 | 0.62 | 0.58 |
Yield(%) | N/A | 0.6 | 3.0 | 3.5 | 3.4 | N/A | 3.0 | 5.1 | 2.7 | 2.2 | 4.5 | 7.1 | 5.6 | 4.9 | 4.9 | 2.8 |
Dividend Growth(%) | N/A | -80.8 | -46.0 | N/A | N/A | N/A | -49.0 | 96.2 | 23.8 | -44.7 | -42.4 | 32.0 | 16.3 | -8.5 | 67.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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