Find A Portfolio/Ticker
Comparison Box
HCAYX: Hartford Capital Appreciation Y (MUTUAL FUND)
Basic Info 47.8 0.12(0.25%) December 08
| Asset Class: | Large Growth |
| MyPlanIQ Rating: | (46%) |
| Start Date: | 07/22/1996 |
| Last Dividend Date: | 12/28/2022 |
| 12-Mo. Yield | 4.40% |
| Expenses | 0.79% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 12/08/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.1 | 14.6 | 11.8 | 3.6 | 10.3 | 9.0 | 12.1 | 12.0 | -17.6 | 15.6 | 21.1 | 30.9 | -4.8 | 21.8 | 4.5 | 1.6 | 7.3 | 42.3 | 20.7 | -14.9 | 13.4 | 43.6 | -45.9 | 16.6 | 16.1 | 15.7 | 18.6 | 41.2 | -22.4 | -6.3 | 8.5 | 67.5 | 3.7 | 55.1 | 33.8 |
| SR | NA | 0.86 | 0.56 | 0.1 | 0.41 | 0.45 | NA | 0.51 | -0.78 | 1.15 | 0.61 | 2.42 | -0.37 | 2.71 | 0.28 | 0.1 | 0.56 | 3.26 | 1.36 | -0.55 | 0.73 | 1.53 | -1.12 | 0.74 | 1.06 | 1.23 | 1.26 | 2.67 | -1.01 | -0.38 | 0.15 | 3.73 | 0.02 | 2.75 | 6.53 |
| DD(%) | NA | 11.6 | 11.6 | 26.5 | 36.3 | 36.3 | NA | 59.0 | 25.7 | 7.5 | 36.3 | 6.0 | 19.2 | 3.3 | 15.1 | 14.0 | 9.8 | 6.3 | 14.1 | 28.5 | 16.8 | 25.1 | 56.8 | 12.4 | 12.6 | 9.4 | 9.9 | 14.6 | 34.3 | 29.6 | 26.9 | 11.7 | 37.9 | 15.2 | 3.8 |
| SD(%) | NA | 13.3 | 13.7 | 17.8 | 21.4 | 18.0 | NA | 20.5 | 24.4 | 13.5 | 33.9 | 12.2 | 16.4 | 7.8 | 15.4 | 15.8 | 13.0 | 13.0 | 15.3 | 27.3 | 18.1 | 28.5 | 41.5 | 18.6 | 12.2 | 11.1 | 14.0 | 15.2 | 23.3 | 22.7 | 28.9 | 17.2 | 23.3 | 18.6 | 13.5 |
| TR | NA | 0.12 | 0.08 | 0.02 | 0.09 | 0.08 | NA | 0.11 | -0.2 | 0.16 | 0.22 | 0.31 | -0.07 | 0.2 | 0.04 | 0.02 | 0.07 | 0.38 | 0.18 | -0.13 | 0.13 | 0.43 | -0.48 | 0.12 | 0.12 | 0.14 | 0.16 | 0.49 | -0.27 | -0.09 | 0.04 | 0.88 | 0.0 | 1.15 | 1.49 |
| Alpha | NA | -0.02 | -0.02 | -0.02 | -0.01 | -0.01 | NA | 0.01 | 0.0 | -0.04 | 0.01 | 0.0 | 0.0 | -0.01 | -0.03 | 0.0 | -0.03 | 0.02 | 0.01 | -0.07 | 0.0 | 0.05 | -0.06 | 0.04 | 0.0 | 0.04 | 0.02 | 0.05 | -0.02 | 0.03 | 0.08 | 0.15 | -0.08 | 0.12 | 0.17 |
| Beta | NA | 0.98 | 0.98 | 0.97 | 0.96 | 0.98 | NA | 0.97 | 0.97 | 0.96 | 0.96 | 0.95 | 0.94 | 1.08 | 1.14 | 1.0 | 1.1 | 1.12 | 1.14 | 1.15 | 0.99 | 1.02 | 0.98 | 1.11 | 1.12 | 0.98 | 1.13 | 0.83 | 0.86 | 0.98 | 1.03 | 0.73 | 0.96 | 0.44 | 0.59 |
| RS | NA | 0.95 | 0.96 | 0.92 | 0.95 | 0.95 | NA | 0.85 | 0.93 | 0.87 | 0.97 | 0.95 | 0.96 | 0.85 | 0.95 | 0.96 | 0.93 | 0.91 | 0.89 | 0.97 | 0.97 | 0.96 | 0.95 | 0.92 | 0.85 | 0.84 | 0.8 | 0.87 | 0.91 | 0.87 | 0.62 | 0.59 | 0.7 | 0.19 | 0.21 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/22/1996
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 Large Growth Asset Class Trend Rankings |
Top Rated Funds in Large Growth
Best Mutual Funds
- HCAYX (Hartford Capital Appreciation Y) 0.25% (46%)
- FFTYX (AB FlexFee US Thematic Advisor) 0.24% (20%)
- HIACX (Hartford Capital Appreciation HLS IA) 0.25% (4%)
Best ETFs
* Day change on 12/08/2023.Latest Articles Related to HCAYX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
