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HAIAX: HARTFORD CORE EQUITY FUND CLASS A (MUTUAL FUND)
Basic Info 53.19 0.11(0.21%) May 19
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (38%) |
| Start Date: | 09/24/1998 |
| Last Dividend Date: | 12/27/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.46% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/24/1998 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.2 | 1.1 | 2.9 | 9.6 | 12.2 | 10.4 | 12.5 | 9.3 | 7.9 | 15.5 | 18.7 | -21.1 | 21.1 | 18.1 | 33.4 | -2.0 | 21.7 | 5.4 | 6.5 | 15.4 | 34.9 | 16.8 | 1.0 | 14.1 | 25.4 | -37.7 | 7.9 | 11.8 | 6.1 | 7.7 | 28.4 | -25.1 | -8.5 | -6.5 | 20.8 | 19.9 |
| Sharpe Ratio | NA | -0.02 | -0.19 | 0.29 | 0.54 | 0.47 | NA | NA | 0.34 | 0.62 | 1.14 | -0.95 | 1.63 | 0.53 | 2.69 | -0.21 | 3.08 | 0.41 | 0.44 | 1.4 | 3.06 | 1.3 | 0.04 | 0.8 | 1.05 | -1.01 | 0.32 | 0.83 | 0.37 | 0.6 | 1.63 | -1.02 | -0.52 | -0.47 | 0.99 | 4.89 |
| Draw Down(%) | NA | 17.1 | 23.0 | 23.0 | 25.5 | 33.5 | NA | NA | 52.3 | 10.5 | 8.9 | 24.8 | 5.5 | 33.5 | 5.8 | 18.1 | 2.8 | 10.1 | 10.1 | 7.1 | 5.5 | 9.9 | 19.1 | 15.2 | 22.5 | 49.1 | 10.3 | 8.5 | 7.0 | 9.6 | 15.2 | 36.1 | 27.6 | 17.1 | 12.3 | 8.0 |
| Standard Deviation(%) | NA | 24.8 | 19.6 | 17.9 | 17.6 | 17.9 | NA | NA | 18.9 | 14.4 | 12.8 | 23.8 | 12.9 | 33.3 | 11.9 | 16.1 | 6.9 | 12.5 | 14.7 | 11.0 | 11.4 | 13.0 | 23.5 | 17.5 | 24.0 | 38.2 | 15.4 | 10.3 | 10.6 | 11.3 | 17.0 | 25.8 | 21.1 | 22.3 | 17.7 | 19.1 |
| Treynor Ratio | NA | -0.01 | -0.04 | 0.06 | 0.1 | 0.09 | NA | NA | 0.07 | 0.1 | 0.16 | -0.24 | 0.23 | 0.19 | 0.34 | -0.04 | 0.22 | 0.06 | 0.07 | 0.16 | 0.34 | 0.17 | 0.01 | 0.15 | 0.29 | -0.42 | 0.05 | 0.09 | 0.04 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.04 | -0.02 | -0.01 | -0.01 | NA | NA | 0.0 | -0.02 | -0.02 | -0.01 | -0.01 | -0.01 | 0.01 | 0.01 | 0.0 | -0.02 | 0.02 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 | -0.01 | 0.0 | 0.0 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.9 | 0.91 | 0.93 | 0.94 | 0.94 | NA | NA | 0.94 | 0.93 | 0.94 | 0.95 | 0.94 | 0.96 | 0.94 | 0.93 | 0.98 | 0.93 | 0.93 | 0.93 | 1.01 | 1.0 | 0.99 | 0.96 | 0.87 | 0.93 | 0.95 | 0.99 | 1.02 | 0.99 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.99 | 0.84 | 0.91 | 0.94 | 0.96 | NA | NA | 0.73 | 0.7 | 0.94 | 0.98 | 0.93 | 0.99 | 0.97 | 0.98 | 0.9 | 0.96 | 0.96 | 0.95 | 0.98 | 0.98 | 0.99 | 0.99 | 0.98 | 0.98 | 0.96 | 0.96 | 0.97 | 0.88 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.6 | 0.8 | 2.2 | 3.5 | 2.7 | N/A | 0.0 | 0.9 | 0.7 | 0.6 | 0.6 | 3.2 | 5.0 | 4.1 | 1.4 | 2.0 | 1.5 | 0.4 | 1.2 | 0.3 | 1.0 | 1.4 | 0.4 | 0.2 | 0.8 | 0.2 | 0.8 | 0.1 | 0.0 | 0.0 | 4.6 | 0.9 | 0.3 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -44.3 | -70.7 | 447.0 | N/A | N/A | N/A | -100.0 | 0.3 | 52.9 | 6.7 | -73.7 | -41.1 | 43.6 | 216.4 | -30.9 | 58.8 | 398.3 | -61.3 | 368.8 | -71.2 | -12.6 | 139.6 | 130.4 | -77.0 | 455.6 | -77.8 | 1250.0 | N/A | N/A | -100.0 | 517.6 | 325.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/24/1998
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