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HCVSX: THE HARTFORD CONSERVATIVE ALLOCATION FUND CLASS R4 (MUTUAL FUND)
Basic Info 10.75 0.01(0.09%) May 13
Asset Class: | Conservative Allocation |
MyPlanIQ Rating: | (31%) |
Start Date: | 12/27/2006 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.67% |
Expenses | 1.13% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/27/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 2.6 | 7.9 | -0.1 | 3.4 | 2.8 | 4.7 | 3.2 | 9.6 | -13.5 | 5.3 | 8.7 | 13.7 | -3.6 | 10.0 | 4.2 | -3.4 | -0.3 | 1.1 | 9.4 | 1.7 | 10.5 | 25.7 | -23.3 | 6.8 | -0.3 |
Sharpe Ratio | NA | 0.58 | 0.65 | -0.36 | 0.22 | 0.27 | NA | 0.3 | 0.87 | -1.52 | 1.06 | 0.75 | 2.98 | -0.92 | 3.3 | 0.66 | -0.69 | -0.08 | 0.23 | 2.02 | 0.18 | 1.4 | 2.33 | -1.6 | 0.6 | -31.77 |
Draw Down(%) | NA | 3.1 | 6.3 | 18.5 | 18.5 | 18.5 | NA | 31.2 | 6.3 | 17.9 | 2.8 | 17.2 | 2.0 | 8.0 | 1.0 | 5.4 | 7.4 | 5.5 | 6.4 | 4.1 | 9.0 | 6.1 | 10.5 | 29.7 | 4.5 | 0.3 |
Standard Deviation(%) | NA | 5.8 | 6.1 | 7.3 | 7.9 | 6.5 | NA | 7.6 | 6.2 | 9.8 | 4.9 | 11.3 | 4.1 | 5.4 | 2.9 | 6.0 | 5.0 | 3.5 | 4.6 | 4.7 | 9.4 | 7.4 | 11.0 | 15.1 | 6.4 | 1.0 |
Treynor Ratio | NA | 0.04 | 0.06 | -0.03 | 0.02 | 0.02 | NA | 0.02 | 0.08 | -0.16 | 0.07 | 0.1 | 0.13 | -0.05 | 0.12 | 0.04 | -0.04 | 0.0 | 0.01 | 0.09 | 0.01 | 0.09 | 0.24 | -0.23 | 0.04 | -0.33 |
Alpha | NA | 0.01 | 0.01 | -0.01 | 0.0 | -0.01 | NA | -0.01 | 0.01 | -0.02 | -0.01 | 0.01 | -0.01 | -0.01 | 0.01 | -0.02 | -0.02 | -0.03 | -0.03 | 0.0 | -0.05 | -0.01 | 0.03 | -0.06 | 0.0 | 0.05 |
Beta | NA | 0.82 | 0.64 | 0.81 | 0.82 | 0.84 | NA | 0.96 | 0.64 | 0.91 | 0.81 | 0.83 | 0.94 | 0.94 | 0.76 | 1.12 | 0.77 | 0.78 | 0.88 | 1.07 | 1.49 | 1.22 | 1.09 | 1.06 | 1.0 | 0.99 |
RSquared | NA | 0.71 | 0.61 | 0.74 | 0.8 | 0.77 | NA | 0.79 | 0.65 | 0.82 | 0.57 | 0.91 | 0.68 | 0.78 | 0.49 | 0.71 | 0.69 | 0.65 | 0.81 | 0.66 | 0.83 | 0.83 | 0.82 | 0.89 | 0.78 | 1.0 |
Yield(%) | N/A | 0.0 | 2.7 | 3.0 | 2.9 | 2.8 | 3.7 | N/A | 2.7 | 2.1 | 4.9 | 1.7 | 2.7 | 3.0 | 3.3 | 1.5 | 1.6 | 5.9 | 3.5 | 5.6 | 2.3 | 2.4 | 2.7 | 3.2 | 7.6 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 7.8 | 44.0 | -2.3 | N/A | N/A | N/A | 8.0 | -55.4 | 211.1 | -30.8 | -16.1 | -3.1 | 128.6 | -12.5 | -74.6 | 65.8 | -36.7 | 140.0 | 4.2 | 9.1 | -37.1 | -57.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2006
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