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HAFVX: Hartford AARP Balanced Retirement Fund Class R6 (MUTUAL FUND)
Basic Info 8.79 0.03(0.34%) April 25
Asset Class: | EQUITY |
MyPlanIQ Rating: | (32%) |
Start Date: | 03/07/2019 |
Last Dividend Date: | 03/26/2024 |
12-Mo. Yield | 6.06% |
Expenses | 0.88% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 05/28/2019 |
2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | -1.3 | 1.1 | 0.1 | 2.8 | 3.0 | 5.7 | -8.1 | 8.1 | 5.1 | 7.9 |
Sharpe Ratio | NA | -1.44 | -0.44 | -0.31 | 0.15 | 0.2 | 0.22 | -1.1 | 1.69 | 0.38 | 2.31 |
Draw Down(%) | NA | 3.0 | 6.8 | 13.2 | 17.5 | 17.5 | 7.2 | 13.2 | 2.5 | 17.5 | 2.1 |
Standard Deviation(%) | NA | 5.9 | 6.6 | 6.9 | 8.1 | 8.0 | 6.7 | 8.7 | 4.8 | 12.9 | 3.6 |
Treynor Ratio | NA | -0.33 | -0.09 | -0.08 | 0.04 | 0.05 | 0.05 | -0.35 | 0.29 | 0.14 | 0.34 |
Alpha | NA | -0.04 | -0.03 | -0.01 | -0.01 | -0.01 | -0.02 | -0.02 | 0.0 | -0.01 | 0.01 |
Beta | NA | 0.26 | 0.33 | 0.28 | 0.31 | 0.31 | 0.31 | 0.27 | 0.28 | 0.34 | 0.24 |
RSquared | NA | 0.28 | 0.38 | 0.51 | 0.7 | 0.7 | 0.4 | 0.6 | 0.65 | 0.88 | 0.69 |
Yield(%) | N/A | 0.6 | 3.0 | 3.5 | 3.5 | N/A | 3.0 | 5.1 | 2.8 | 2.2 | 3.6 |
Dividend Growth(%) | N/A | -80.8 | -46.0 | N/A | N/A | N/A | -49.0 | 88.9 | 28.6 | -34.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/28/2019
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