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HBGLX: HARTFORD GLOBAL GROWTH HLS FUND IB (MUTUAL FUND)
Basic Info
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/30/1998 |
Last Dividend Date: | 08/27/2020 |
12-Mo. Yield | 9.23% |
Expenses | 1.05% |
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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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -17.8 | -4.9 | 3.0 | 6.8 | 4.8 | 4.8 | 7.1 | -22.3 | 13.4 | -4.1 | 32.4 | 1.7 | 7.8 | 6.3 | 35.3 | 22.8 | -14.1 | 13.9 | 34.8 | -54.6 | 11.2 | 7.3 | 1.9 | 18.9 | 34.7 | -20.0 | -4.8 | 1.4 | 61.4 | 22.8 |
Sharpe Ratio | NA | -0.38 | -0.18 | 0.09 | 0.29 | NA | NA | 0.23 | -0.49 | 0.57 | -0.28 | 3.77 | 0.1 | 0.5 | 0.48 | 2.8 | 1.44 | -0.5 | 0.65 | 1.21 | -1.25 | 0.36 | 0.25 | -0.03 | 1.26 | 2.03 | -0.93 | -0.35 | -0.14 | 3.75 | NA |
Draw Down(%) | NA | 36.9 | 36.9 | 36.9 | 36.9 | NA | NA | 67.9 | 36.9 | 20.3 | 20.8 | 3.2 | 13.8 | 11.0 | 9.0 | 8.2 | 14.8 | 27.7 | 18.1 | 22.5 | 63.3 | 16.1 | 16.0 | 11.5 | 13.7 | 15.7 | 31.5 | 23.5 | 16.5 | 7.2 | 0.0 |
Standard Deviation(%) | NA | 48.0 | 32.2 | 26.2 | 22.5 | NA | NA | 23.1 | 51.2 | 20.9 | 19.1 | 8.5 | 15.1 | 15.6 | 13.2 | 12.6 | 16.0 | 28.4 | 21.1 | 28.6 | 44.2 | 22.7 | 16.1 | 11.4 | 14.3 | 16.7 | 22.7 | 20.8 | 18.9 | 15.5 | 0.0 |
Treynor Ratio | NA | -0.18 | -0.06 | 0.02 | 0.07 | NA | NA | 0.05 | -0.25 | 0.1 | -0.04 | 0.34 | 0.02 | 0.09 | 0.06 | 0.38 | 0.25 | -0.14 | 0.14 | 0.37 | -0.57 | 0.08 | 0.04 | 0.0 | 0.23 | 0.36 | -0.24 | -0.09 | -0.03 | 0.81 | NA |
Alpha | NA | -0.08 | -0.02 | -0.01 | 0.01 | NA | NA | 0.01 | -0.1 | -0.03 | 0.06 | 0.02 | -0.01 | 0.05 | 0.04 | 0.07 | 0.02 | 0.01 | 0.01 | 0.0 | -0.09 | -0.01 | -0.06 | -0.04 | 0.01 | -0.01 | -0.03 | 0.05 | 0.06 | 0.11 | NA |
Beta | NA | 1.0 | 1.05 | 1.0 | 0.99 | NA | NA | 0.95 | 1.0 | 1.15 | 1.23 | 0.93 | 0.8 | 0.91 | 1.04 | 0.92 | 0.92 | 1.04 | 0.96 | 0.94 | 0.96 | 1.05 | 0.94 | 0.81 | 0.79 | 0.96 | 0.89 | 0.81 | 0.86 | 0.72 | NA |
RSquared | NA | 0.43 | 0.46 | 0.48 | 0.61 | NA | NA | 0.67 | 0.43 | 0.36 | 0.76 | 0.62 | 0.79 | 0.8 | 0.73 | 0.8 | 0.84 | 0.92 | 0.93 | 0.93 | 0.91 | 0.77 | 0.7 | 0.54 | 0.53 | 0.71 | 0.72 | 0.53 | 0.52 | 0.36 | 0.0 |
Yield(%) | N/A | 9.2 | 11.2 | 11.1 | 9.6 | 5.4 | 42.3 | N/A | 8.6 | 17.2 | 9.2 | 5.9 | 11.4 | 5.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.2 | 0.7 | 13.2 | 9.9 | 10.8 | 25.0 |
Dividend Growth(%) | N/A | -42.4 | 74.6 | 980.3 | N/A | N/A | N/A | N/A | -42.4 | 62.3 | 96.2 | -51.7 | 122.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 0.0 | 100.0 | -95.7 | 21.1 | 35.7 | -57.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/11/2002
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