Find A Portfolio/Ticker
Comparison Box
HAOYX: THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND CLASS Y (MUTUAL FUND)
Basic Info 22.75 0.16(0.70%) July 11
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 12/24/1996 |
| Last Dividend Date: | 12/27/2024 |
| 12-Mo. Yield | 1.50% |
| Expenses | 0.80% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/09/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/24/1996 |
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 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | 18.2 | 14.6 | 14.3 | 7.8 | 5.8 | 6.7 | 6.4 | 5.7 | 6.8 | 11.8 | -18.0 | -0.9 | 20.6 | 26.2 | -18.7 | 24.7 | 1.1 | 1.5 | -4.3 | 21.0 | 19.6 | -13.4 | 15.0 | 33.1 | -42.5 | 27.1 | 24.4 | 14.3 | 17.9 | 32.1 | -19.9 | -18.3 | -15.2 | 39.6 | 13.1 | -0.3 | 1.4 |
| Sharpe Ratio | NA | 1.98 | 0.81 | 0.71 | 0.36 | 0.24 | NA | NA | 0.22 | 0.01 | 0.59 | -0.91 | -0.06 | 0.68 | 2.2 | -1.33 | 2.82 | 0.05 | 0.1 | -0.37 | 1.65 | 1.22 | -0.5 | 0.69 | 1.1 | -1.07 | 1.27 | 1.39 | 1.18 | 1.23 | 2.13 | -1.09 | -1.24 | -1.26 | 2.89 | 0.53 | -0.31 | 33.21 |
| Draw Down(%) | NA | 14.1 | 14.1 | 15.8 | 37.1 | 37.1 | NA | NA | 58.1 | 8.4 | 11.6 | 29.9 | 14.1 | 32.9 | 7.5 | 27.4 | 2.8 | 12.6 | 13.7 | 13.0 | 8.9 | 12.9 | 25.0 | 17.6 | 27.2 | 53.8 | 13.7 | 16.9 | 6.5 | 9.8 | 17.2 | 29.6 | 32.2 | 22.1 | 6.8 | 25.6 | 13.3 | 0.0 |
| Standard Deviation(%) | NA | 19.2 | 17.0 | 15.6 | 16.5 | 17.3 | NA | NA | 18.8 | 12.9 | 13.0 | 21.3 | 16.4 | 29.8 | 11.2 | 15.1 | 8.6 | 17.3 | 15.2 | 11.6 | 12.7 | 16.2 | 26.7 | 21.8 | 30.0 | 40.5 | 19.1 | 15.2 | 10.3 | 13.8 | 14.7 | 19.3 | 16.9 | 15.3 | 12.6 | 18.4 | 12.2 | 4.0 |
| Treynor Ratio | NA | 0.37 | 0.13 | 0.11 | 0.06 | 0.05 | NA | NA | 0.04 | 0.0 | 0.08 | -0.2 | -0.01 | 0.22 | 0.24 | -0.18 | 0.23 | 0.01 | 0.02 | -0.04 | 0.22 | 0.21 | -0.14 | 0.15 | 0.32 | -0.45 | 0.23 | 0.19 | 0.13 | 0.18 | 0.32 | -0.22 | -0.22 | -0.2 | 0.39 | 0.11 | -0.05 | 1.33 |
| Alpha | NA | -0.02 | 0.0 | 0.0 | -0.01 | 0.0 | NA | NA | 0.0 | 0.01 | -0.02 | -0.03 | -0.05 | 0.05 | 0.01 | -0.01 | -0.01 | -0.01 | 0.02 | 0.0 | 0.0 | 0.01 | -0.01 | 0.02 | 0.01 | -0.02 | 0.05 | -0.01 | 0.0 | 0.0 | -0.01 | -0.03 | 0.01 | -0.01 | 0.04 | -0.01 | -0.02 | -0.1 |
| Beta | NA | 1.04 | 1.03 | 0.97 | 0.98 | 0.93 | NA | NA | 0.96 | 0.99 | 0.97 | 0.97 | 1.03 | 0.92 | 1.01 | 1.1 | 1.06 | 0.97 | 0.96 | 1.01 | 0.97 | 0.96 | 0.97 | 1.01 | 1.03 | 0.96 | 1.06 | 1.09 | 0.94 | 0.96 | 0.99 | 0.95 | 0.95 | 0.99 | 0.92 | 0.85 | 0.71 | 1.0 |
| RSquared | NA | 0.95 | 0.95 | 0.94 | 0.87 | 0.77 | NA | NA | 0.88 | 0.91 | 0.93 | 0.95 | 0.65 | 0.89 | 0.91 | 0.94 | 0.84 | 0.96 | 0.95 | 0.94 | 0.95 | 0.97 | 0.98 | 0.97 | 0.97 | 0.95 | 0.87 | 0.92 | 0.87 | 0.9 | 0.89 | 0.95 | 0.93 | 0.89 | 0.87 | 0.81 | 0.77 | 0.4 |
| Yield(%) | N/A | 0.0 | 1.5 | 1.6 | 1.4 | 2.2 | 3.6 | 4.5 | N/A | 1.7 | 1.7 | 0.7 | 1.5 | 0.8 | 2.0 | 3.3 | 5.8 | 1.5 | 2.7 | 11.8 | 5.1 | 1.8 | 1.5 | 1.1 | 1.1 | 1.7 | 19.3 | 4.2 | 0.9 | 0.0 | 0.6 | 0.0 | 0.1 | 4.2 | 8.2 | 0.4 | 0.7 | 0.7 |
| Dividend Growth(%) | N/A | -100.0 | 3.5 | 2.0 | -50.3 | -56.1 | N/A | N/A | N/A | 3.5 | 96.6 | -53.4 | 137.1 | -51.3 | -54.0 | -33.0 | 297.7 | -45.4 | -80.7 | 157.7 | 231.3 | 3.8 | 57.0 | 29.1 | -62.7 | -90.6 | 432.2 | 450.9 | N/A | -100.0 | N/A | -100.0 | -98.3 | -34.4 | 2295.2 | -43.2 | -2.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/24/1996
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Large Blend Asset Class Trend Rankings |
Top Rated Funds in Foreign Large Blend
Best Mutual Funds
- OAKIX (OAKMARK INTERNATIONAL FUND INVESTOR CLASS) 1.15% (100%)
- HAINX (HARBOR INTERNATIONAL FUND INSTITUTIONAL CLASS) 0.99% (99%)
- DODFX (DODGE & COX INTERNATIONAL STOCK FUND DODGE & COX INTERNATIONAL STOCK FUND) 0.75% (99%)
- PIPDX (PIMCO INTERNATIONAL STOCKSPLUS TR STRATEGY FUND (U.S. DOLLAR-HEDGED) D) 0.37% (99%)
- FDIVX (FIDELITY DIVERSIFIED INTERNATIONAL FUND FIDELITY DIVERSIFIED INTERNATIONAL FUND) 0.98% (98%)
- VTMGX (VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL SHARES) 0.81% (98%)
- LLINX (LONGLEAF PARTNERS INTERNATIONAL FUND LONGLEAF PARTNERS INTERNATIONAL FUND) 0.84% (96%)
- SGOIX (FIRST EAGLE OVERSEAS FUND CLASS I) 0.24% (96%)
- EXOSX (OVERSEAS SERIES CLASS I) 1.28% (96%)
- BISIX (BLACKROCK INTERNATIONAL DIVIDEND FUND INSTITUTIONAL) (96%)
Best ETFs
- EFA (iShares MSCI EAFE ETF) 0.96% (100%)
- PID (Invesco International Dividend Achievers ETF) 0.43% (99%)
- ACWX (iShares MSCI ACWI ex U.S. ETF) 0.75% (98%)
- CWI (SPDR MSCI ACWI ex-US ETF) 0.70% (97%)
- VEA (Vanguard FTSE Developed Markets ETF) 0.84% (97%)
- VEU (Vanguard FTSE All-World ex-US Index Fund) 0.73% (97%)
- SCHF (Schwab International Equity ETF) 0.90% (33%)
- VXUS (Vanguard Total International Stock ETF) 0.69% (29%)
- DBEF (Xtrackers MSCI EAFE Hedged Equity ETF) 0.74% (27%)
- EFAV (iShares MSCI EAFE Min Vol Factor ETF) 0.69% (27%)
Best Closed End Funds
* Day change on 07/11/2025.Latest Articles Related to HAOYX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
