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HBIOX: HARTFORD INTERNATIONAL OPPORTUNITIES HLS FUND IB (MUTUAL FUND)
Basic Info 19.48 0.14(0.71%) July 11
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (60%) |
| Start Date: | 12/30/1998 |
| Last Dividend Date: | 08/23/2024 |
| 12-Mo. Yield | 1.20% |
| Expenses | 1.00% |
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Performance Analytics (As of 07/11/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/30/1998 |
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(%) | -0.5 | 18.1 | 14.2 | 7.3 | 4.4 | 4.1 | 5.7 | 3.6 | � | 8.1 | 11.4 | -33.2 | 7.6 | 20.1 | 26.2 | -19.0 | 25.0 | 0.9 | 1.6 | -4.1 | 21.3 | 19.9 | -14.1 | 13.1 | 31.0 | -46.1 | 2.8 | 13.5 | 14.3 | 17.9 | 31.8 | -12.6 | -30.7 | -569.5 | 52.9 | 18.3 |
| Sharpe Ratio | NA | 1.81 | 0.64 | 0.19 | 0.12 | 0.14 | NA | NA | NA | 0.12 | 0.55 | -1.12 | 0.53 | 0.66 | 2.21 | -1.33 | 2.86 | 0.04 | 0.1 | -0.35 | 1.66 | 1.21 | -0.53 | 0.59 | 1.02 | -1.15 | -0.01 | 0.58 | 1.17 | 1.27 | 2.13 | -0.62 | -1.44 | NA | 3.2 | NA |
| Draw Down(%) | NA | 2.2 | 1.9 | 13.3 | 13.3 | 3.5 | NA | NA | 1051.8 | 1.2 | 1.1 | 13.3 | 1.1 | 10.6 | 1.1 | 2.9 | 0.0 | 2.7 | 2.0 | 1.9 | 0.0 | 0.0 | 6.6 | 3.3 | 6.0 | 5.8 | 2.1 | 0.8 | 1.4 | 2.5 | 2.5 | 2.7 | 11.5 | 598.3 | 6.2 | 0.0 |
| Standard Deviation(%) | NA | 19.1 | 17.1 | 20.3 | 19.0 | 18.6 | NA | NA | NA | 12.8 | 13.1 | 31.0 | 14.2 | 30.1 | 11.2 | 15.4 | 8.6 | 17.7 | 15.4 | 11.7 | 12.8 | 16.5 | 26.9 | 22.2 | 30.2 | 40.7 | 28.1 | 17.6 | 10.3 | 13.4 | 14.6 | 22.1 | 23.3 | NA | 15.5 | 0.0 |
| Treynor Ratio | NA | 0.33 | 0.11 | 0.04 | 0.02 | 0.03 | NA | NA | NA | 0.02 | 0.07 | -0.32 | 0.07 | 0.26 | 0.25 | -0.18 | 0.23 | 0.01 | 0.02 | -0.04 | 0.22 | 0.2 | -0.15 | 0.13 | 0.3 | -0.49 | 0.0 | 0.09 | 0.13 | 0.18 | 0.32 | -0.14 | -0.35 | 6.8 | 0.52 | NA |
| Alpha | NA | -0.02 | -0.01 | -0.03 | -0.03 | -0.01 | NA | NA | -0.1 | 0.01 | -0.02 | -0.09 | -0.02 | 0.06 | 0.01 | -0.01 | -0.01 | -0.01 | 0.02 | 0.01 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | -0.04 | -0.03 | -0.04 | 0.0 | 0.0 | -0.01 | 0.01 | -0.05 | -2.67 | 0.07 | NA |
| Beta | NA | 1.04 | 1.04 | 1.04 | 1.02 | 0.96 | NA | NA | 0.95 | 1.0 | 0.97 | 1.07 | 1.05 | 0.76 | 1.01 | 1.11 | 1.08 | 0.99 | 0.97 | 1.01 | 0.98 | 0.97 | 0.98 | 1.03 | 1.04 | 0.96 | 1.19 | 1.1 | 0.94 | 0.94 | 0.97 | 0.99 | 0.96 | -0.84 | 0.95 | NA |
| RSquared | NA | 0.95 | 0.95 | 0.69 | 0.76 | 0.72 | NA | NA | 0.02 | 0.92 | 0.93 | 0.61 | 0.88 | 0.47 | 0.91 | 0.94 | 0.87 | 0.96 | 0.95 | 0.94 | 0.95 | 0.97 | 0.98 | 0.97 | 0.97 | 0.94 | 0.56 | 0.71 | 0.86 | 0.91 | 0.86 | 0.78 | 0.53 | 0.0 | 0.6 | 0.0 |
| Yield(%) | N/A | 0.0 | 1.2 | 1.2 | 1.2 | 1.7 | 2.2 | 1.4 | N/A | 1.4 | 0.9 | 1.1 | 0.8 | 1.6 | 6.2 | 1.6 | 1.3 | 1.3 | 1.2 | 2.0 | 2.0 | 1.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.7 | 7.4 | 0.0 | 110.9 | 12.4 | 16.7 |
| Dividend Growth(%) | N/A | -100.0 | 58.8 | -56.5 | -41.8 | 261.0 | N/A | N/A | N/A | 58.8 | -42.5 | 47.1 | -43.2 | -68.8 | 213.6 | 43.8 | 4.3 | 6.3 | -40.9 | 16.1 | 32.8 | 3100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -82.5 | -18.6 | N/A | -100.0 | 1124.3 | -24.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/1998
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