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HBMCX: HARTFORD MIDCAP HLS FUND IB (MUTUAL FUND)
Basic Info 26.62 0.18(0.68%) May 14
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (52%) |
Start Date: | 11/09/1999 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 7.81% |
Expenses | 0.97% |
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Performance Analytics (As of 05/14/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/09/1999 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | 3.7 | 14.2 | -2.7 | 5.8 | 8.6 | 12.1 | 7.0 | � | 14.0 | -25.0 | 9.9 | 24.8 | 32.3 | -7.7 | 24.2 | 11.7 | 1.2 | 11.0 | 39.5 | 19.2 | -8.2 | 23.0 | 30.6 | -38.2 | -2.3 | -5.4 | 0.5 | 16.2 | 37.3 | -91.4 | -518.3 | 106.9 | 16.5 |
Sharpe Ratio | NA | 0.44 | 0.65 | -0.23 | 0.17 | 0.37 | NA | NA | NA | 0.56 | -0.91 | 0.6 | 0.66 | 2.04 | -0.49 | 2.42 | 0.69 | 0.08 | 0.78 | 2.97 | 1.27 | -0.29 | 1.14 | 1.11 | -1.02 | -0.23 | -0.46 | -0.09 | 1.17 | 2.18 | -0.4 | NA | 1.77 | 10.12 |
Draw Down(%) | NA | 2.2 | 1.8 | 3.7 | 9.1 | 2.1 | NA | NA | 518.5 | 1.8 | 3.7 | 1.6 | 9.1 | 2.3 | 2.5 | 0.0 | 2.5 | 2.0 | 1.8 | 0.0 | 0.0 | 7.7 | 1.4 | 5.3 | 7.0 | 4.3 | 1.7 | 1.7 | 1.8 | 1.6 | 87.5 | 514.2 | 19.0 | 2.9 |
Standard Deviation(%) | NA | 15.5 | 15.9 | 21.5 | 24.6 | 20.5 | NA | NA | NA | 17.6 | 29.0 | 16.6 | 37.2 | 15.1 | 18.3 | 9.8 | 16.7 | 15.6 | 14.2 | 13.3 | 15.2 | 28.1 | 20.2 | 27.5 | 38.2 | 23.0 | 19.2 | 18.6 | 13.0 | 16.8 | 231.2 | NA | 58.0 | 18.5 |
Treynor Ratio | NA | 0.07 | 0.1 | -0.06 | 0.04 | 0.08 | NA | NA | NA | 0.1 | -0.3 | 0.13 | 0.24 | 0.29 | -0.09 | 0.22 | 0.11 | 0.01 | 0.11 | 0.41 | 0.21 | -0.08 | 0.25 | 0.34 | -0.49 | -0.05 | -0.1 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 |
Alpha | NA | -0.01 | -0.03 | -0.02 | -0.01 | 0.0 | NA | NA | -0.08 | -0.03 | 0.0 | -0.02 | -0.03 | -0.01 | -0.01 | 0.0 | 0.02 | 0.01 | -0.01 | 0.02 | 0.02 | -0.02 | -0.01 | -0.02 | 0.0 | -0.07 | -0.05 | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.03 | 1.02 | 0.89 | 0.94 | 0.95 | NA | NA | 0.91 | 1.0 | 0.87 | 0.77 | 1.0 | 1.05 | 0.98 | 1.08 | 1.01 | 0.96 | 1.01 | 0.97 | 0.91 | 0.98 | 0.9 | 0.91 | 0.79 | 1.02 | 0.83 | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.9 | 0.9 | 0.9 | 0.9 | 0.9 | NA | NA | 0.03 | 0.91 | 0.94 | 0.71 | 0.92 | 0.94 | 0.95 | 0.83 | 0.93 | 0.94 | 0.95 | 0.94 | 0.93 | 0.98 | 0.97 | 0.97 | 0.94 | 0.63 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 7.8 | 10.8 | 12.3 | 11.0 | 18.0 | 9.4 | N/A | 8.2 | 13.0 | 18.0 | 9.8 | 18.8 | 10.1 | 5.5 | 11.2 | 12.2 | 13.0 | 4.7 | 0.7 | 0.2 | 0.0 | 0.4 | 0.2 | 0.2 | 0.9 | 0.1 | 0.1 | 0.0 | 0.0 | 118.7 | 51.2 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -60.3 | 4.1 | 28.5 | 2002.5 | N/A | N/A | N/A | -60.4 | -32.7 | 103.6 | -40.9 | 54.3 | 115.1 | -49.0 | -19.0 | -6.9 | 256.3 | 743.8 | 220.0 | N/A | -100.0 | 0.0 | 0.0 | -76.9 | 1200.0 | -33.3 | N/A | N/A | -100.0 | 170.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/09/1999
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