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HAGOX: HARTFORD GROWTH OPPORTUNITIES HLS FUND IA (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/30/1987 |
Last Dividend Date: | 08/27/2020 |
12-Mo. Yield | 0.00% |
Expenses | 0.65% |
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Performance Analytics (As of 11/13/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/11/2002 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -8.0 | 5.3 | 9.1 | 12.3 | 6.7 | 3.5 | 9.9 | -12.0 | 30.5 | 0.5 | 30.4 | -0.5 | 11.7 | 14.1 | 35.7 | 26.9 | -8.9 | 17.5 | 29.0 | -47.9 | 8.7 | 0.2 | 8.8 | 17.2 | 43.7 | -27.6 | -44.3 | -9.9 | 10.2 | 12.6 | 12.4 | 16.4 | 27.6 | -2.8 | 8.8 | 3.0 | 53.5 | -3.1 | 36.5 | 4.5 | 0.3 |
Sharpe Ratio | NA | -0.16 | 0.13 | 0.3 | 0.51 | NA | NA | 0.19 | -0.25 | 1.78 | -0.04 | 2.81 | -0.04 | 0.78 | 0.97 | 2.74 | 1.76 | -0.34 | 0.88 | 1.13 | -1.19 | 0.22 | -0.18 | 0.46 | 1.03 | 2.43 | -1.04 | -1.03 | -0.3 | 0.17 | 0.37 | 0.45 | 0.72 | 1.26 | -0.41 | 0.45 | 0.04 | 3.28 | -0.56 | 1.59 | -0.02 | NA |
Draw Down(%) | NA | 38.6 | 38.6 | 38.6 | 38.6 | NA | NA | 78.5 | 38.6 | 12.0 | 24.7 | 4.2 | 18.0 | 12.7 | 9.3 | 6.0 | 10.4 | 25.3 | 17.3 | 24.4 | 58.1 | 20.4 | 17.0 | 9.4 | 15.3 | 11.8 | 39.8 | 56.6 | 41.6 | 33.0 | 35.3 | 17.4 | 14.7 | 12.6 | 17.2 | 13.7 | 16.5 | 7.6 | 22.6 | 7.3 | 7.3 | 0.0 |
Standard Deviation(%) | NA | 51.8 | 34.0 | 27.7 | 23.2 | NA | NA | 24.5 | 55.3 | 16.3 | 22.4 | 10.7 | 15.7 | 15.0 | 14.6 | 13.0 | 15.3 | 26.5 | 19.9 | 25.7 | 41.1 | 25.6 | 17.3 | 14.4 | 15.7 | 17.7 | 27.7 | 45.9 | 46.3 | 40.8 | 25.3 | 19.8 | 17.9 | 18.8 | 14.2 | 14.8 | 13.8 | 15.1 | 15.0 | 19.4 | 9.2 | 0.0 |
Treynor Ratio | NA | -0.1 | 0.05 | 0.09 | 0.13 | NA | NA | 0.05 | -0.16 | 0.37 | -0.01 | 0.26 | -0.01 | 0.13 | 0.14 | 0.34 | 0.26 | -0.09 | 0.17 | 0.28 | -0.46 | 0.05 | -0.03 | 0.07 | 0.16 | 0.51 | -0.35 | -0.59 | -0.13 | 0.08 | 0.11 | 0.11 | 0.16 | 0.23 | -0.06 | 0.07 | 0.01 | 0.61 | -0.13 | 0.5 | 0.0 | 0.0 |
Alpha | NA | -0.15 | -0.06 | -0.03 | -0.02 | NA | NA | 0.0 | -0.17 | -0.01 | 0.0 | -0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.03 | -0.03 | 0.02 | -0.02 | -0.05 | 0.0 | 0.0 | -0.01 | 0.04 | 0.07 | 0.01 | -0.09 | 0.07 | 0.01 | -0.04 | -0.02 | 0.01 | -0.02 | -0.02 | 0.05 | 0.01 | 0.05 | -0.03 | 0.05 | -0.01 | NA |
Beta | NA | 0.86 | 0.89 | 0.9 | 0.94 | NA | NA | 0.92 | 0.86 | 0.78 | 1.04 | 1.15 | 1.02 | 0.9 | 1.04 | 1.04 | 1.03 | 0.99 | 1.02 | 1.02 | 1.06 | 1.16 | 1.05 | 0.99 | 0.99 | 0.85 | 0.82 | 0.8 | 1.07 | 0.83 | 0.87 | 0.82 | 0.81 | 1.05 | 0.97 | 1.0 | 0.92 | 0.82 | 0.66 | 0.62 | 0.52 | NA |
RSquared | NA | 0.43 | 0.54 | 0.58 | 0.7 | NA | NA | 0.64 | 0.43 | 0.72 | 0.95 | 0.86 | 0.93 | 0.95 | 0.94 | 0.93 | 0.95 | 0.97 | 0.96 | 0.95 | 0.94 | 0.6 | 0.64 | 0.67 | 0.83 | 0.85 | 0.89 | 0.45 | 0.65 | 0.24 | 0.69 | 0.7 | 0.41 | 0.34 | 0.53 | 0.46 | 0.55 | 0.72 | 0.71 | 0.17 | 0.81 | 0.0 |
Yield(%) | N/A | 8.2 | 14.7 | 13.2 | 15.6 | 8.2 | 4.6 | N/A | 7.8 | 24.5 | 14.8 | 1.5 | 14.8 | 22.4 | 17.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 0.4 | 0.0 | 0.4 | 0.6 | 0.7 | 0.4 | 0.7 | 1.0 | 1.7 | 1.8 | 2.7 | 1.6 |
Dividend Growth(%) | N/A | -66.2 | 18.2 | 41.3 | N/A | N/A | N/A | N/A | -66.2 | 43.5 | 1177.8 | -91.1 | -42.0 | 22.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -30.8 | N/A | -100.0 | -8.3 | -25.0 | 77.8 | -35.7 | 0.0 | -41.7 | 26.3 | -34.5 | 70.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/11/2002
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