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HCTYX: HARTFORD GLOBAL CAPITAL APPRECIATION FUND CLASS Y (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/06/2005 |
Last Dividend Date: | 10/24/2018 |
12-Mo. Yield | 11.16% |
Expenses | 0.90% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/09/2005 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -1.3 | 3.4 | 7.4 | 7.6 | -7.3 | 21.0 | 3.1 | -0.6 | 2.7 | 38.4 | 19.1 | -11.2 | 18.0 | 41.8 | -42.6 | 18.5 | 18.1 | 17.1 |
Sharpe Ratio | NA | -0.7 | 0.39 | 0.27 | 0.63 | 0.34 | -0.72 | 2.92 | 0.19 | -0.05 | 0.23 | 3.07 | 1.27 | -0.41 | 0.86 | 1.48 | -1.07 | 0.89 | 1.14 | 2.54 |
Draw Down(%) | NA | 13.9 | 16.5 | 23.1 | 28.1 | 57.6 | 13.9 | 2.6 | 15.3 | 15.8 | 10.7 | 5.6 | 13.0 | 28.1 | 17.5 | 24.6 | 54.4 | 12.5 | 13.4 | 5.0 |
Standard Deviation(%) | NA | 12.1 | 12.0 | 12.6 | 17.8 | 19.8 | 12.1 | 7.0 | 15.4 | 15.0 | 11.9 | 12.5 | 15.2 | 27.6 | 20.7 | 28.2 | 40.4 | 17.5 | 13.1 | 9.8 |
Treynor Ratio | NA | -0.14 | 0.06 | 0.04 | 0.11 | 0.07 | -0.14 | 0.23 | 0.03 | -0.01 | 0.03 | 0.35 | 0.17 | -0.1 | 0.16 | 0.41 | -0.45 | 0.15 | 0.12 | 0.26 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | -0.03 | -0.01 | -0.04 | 0.01 | 0.0 | -0.05 | 0.0 | 0.04 | -0.04 | 0.04 | 0.0 | 0.05 |
Beta | NA | 0.61 | 0.82 | 0.88 | 1.03 | 1.01 | 0.61 | 0.9 | 1.11 | 0.93 | 0.99 | 1.09 | 1.15 | 1.15 | 1.13 | 1.02 | 0.97 | 1.06 | 1.2 | 0.95 |
RSquared | NA | 0.66 | 0.75 | 0.82 | 0.92 | 0.93 | 0.68 | 0.75 | 0.9 | 0.92 | 0.91 | 0.94 | 0.95 | 0.98 | 0.98 | 0.97 | 0.96 | 0.92 | 0.88 | 0.86 |
Yield(%) | N/A | 11.2 | 5.6 | 6.9 | 9.2 | N/A | 9.8 | 2.2 | 1.1 | 6.4 | 16.5 | 3.3 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 8.6 | 2.6 | 1.5 |
Dividend Growth(%) | N/A | 705.4 | -42.1 | 1036.9 | N/A | N/A | 424.3 | 105.6 | -83.8 | -66.6 | 564.0 | 354.5 | N/A | N/A | N/A | N/A | -100.0 | 277.4 | 106.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/09/2005
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