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HAFYX: HARTFORD MULTI-ASSET INCOME FUND CLASS Y (MUTUAL FUND)
Basic Info 8.79 0.04(0.46%) April 23
Asset Class: | EQUITY |
MyPlanIQ Rating: | (77%) |
Start Date: | 05/02/2014 |
Last Dividend Date: | 03/26/2024 |
12-Mo. Yield | 5.98% |
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(%) | 1.0 | -1.0 | 1.5 | 0.2 | 2.8 | 2.9 | 5.8 | -8.3 | 8.1 | 4.9 | 14.2 | -2.1 | 9.9 | 7.6 | -4.4 | -1.1 |
Sharpe Ratio | NA | -1.52 | -0.45 | -0.32 | 0.14 | 0.3 | 0.23 | -1.12 | 1.66 | 0.36 | 3.4 | -0.87 | 3.79 | 1.29 | -0.78 | -0.39 |
Draw Down(%) | NA | 3.1 | 6.9 | 13.2 | 17.5 | 17.5 | 7.3 | 13.2 | 2.5 | 17.5 | 2.1 | 7.1 | 1.0 | 7.3 | 10.1 | 6.5 |
Standard Deviation(%) | NA | 5.9 | 6.6 | 6.9 | 8.1 | 6.6 | 6.7 | 8.6 | 4.8 | 13.0 | 3.8 | 4.0 | 2.5 | 5.7 | 5.7 | 4.4 |
Treynor Ratio | NA | -0.34 | -0.09 | -0.08 | 0.04 | 0.07 | 0.05 | -0.36 | 0.28 | 0.13 | 0.51 | -0.21 | 0.61 | 0.24 | -0.15 | -0.06 |
Alpha | NA | -0.05 | -0.03 | -0.01 | -0.01 | 0.0 | -0.02 | -0.02 | 0.0 | -0.01 | 0.02 | -0.01 | 0.02 | 0.01 | -0.02 | -0.02 |
Beta | NA | 0.27 | 0.33 | 0.28 | 0.31 | 0.29 | 0.31 | 0.27 | 0.29 | 0.35 | 0.25 | 0.17 | 0.15 | 0.31 | 0.3 | 0.29 |
RSquared | NA | 0.28 | 0.38 | 0.52 | 0.7 | 0.65 | 0.4 | 0.61 | 0.66 | 0.88 | 0.7 | 0.5 | 0.19 | 0.54 | 0.63 | 0.54 |
Yield(%) | N/A | 0.6 | 3.0 | 3.5 | 3.5 | N/A | 3.0 | 5.1 | 2.7 | 2.3 | 4.8 | 7.2 | 5.7 | 5.2 | 4.5 | 2.8 |
Dividend Growth(%) | N/A | -80.8 | -46.0 | N/A | N/A | N/A | -49.0 | 96.2 | 23.8 | -48.8 | -38.8 | 31.4 | 13.3 | 4.7 | 53.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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