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HDVIX: HARTFORD INTERNATIONAL EQUITY FUND CLASS I (MUTUAL FUND)
Basic Info 12.06 0.08(0.67%) April 26
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (70%) |
Start Date: | 07/01/2008 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 2.71% |
Expenses | 0.65% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/01/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.9 | 3.1 | 9.4 | -0.0 | 5.2 | 4.3 | 7.4 | 3.4 | 15.2 | -14.1 | 6.9 | 9.7 | 20.8 | -16.5 | 28.8 | 4.4 | -0.3 | -5.4 | 18.8 | 18.8 | -13.6 | 14.8 | 33.6 | -40.7 |
Sharpe Ratio | NA | 0.62 | 0.5 | -0.15 | 0.2 | 0.21 | NA | 0.13 | 0.93 | -0.78 | 0.57 | 0.33 | 1.95 | -1.35 | 3.71 | 0.26 | -0.03 | -0.52 | 1.64 | 1.18 | -0.53 | 0.73 | 1.16 | -1.17 |
Draw Down(%) | NA | 4.4 | 11.7 | 31.1 | 34.2 | 37.6 | NA | 54.9 | 11.7 | 28.3 | 9.6 | 34.2 | 7.1 | 24.7 | 2.2 | 11.4 | 16.3 | 12.5 | 9.9 | 16.1 | 25.8 | 17.3 | 25.9 | 52.4 |
Standard Deviation(%) | NA | 10.1 | 11.2 | 14.8 | 17.9 | 15.5 | NA | 20.0 | 11.9 | 19.9 | 12.1 | 28.7 | 9.9 | 13.2 | 7.6 | 16.2 | 14.6 | 10.4 | 11.5 | 16.1 | 25.9 | 20.2 | 28.8 | 55.8 |
Treynor Ratio | NA | 0.07 | 0.06 | -0.03 | 0.04 | 0.04 | NA | 0.03 | 0.12 | -0.17 | 0.08 | 0.1 | 0.21 | -0.18 | 0.3 | 0.05 | 0.0 | -0.06 | 0.21 | 0.2 | -0.15 | 0.16 | 0.34 | -0.65 |
Alpha | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.01 | -0.02 | 0.01 | 0.0 | -0.01 | 0.02 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.02 | 0.01 | -0.07 |
Beta | NA | 0.91 | 0.9 | 0.89 | 0.91 | 0.91 | NA | 0.95 | 0.89 | 0.9 | 0.9 | 0.92 | 0.91 | 0.97 | 0.94 | 0.91 | 0.92 | 0.9 | 0.88 | 0.95 | 0.94 | 0.94 | 0.99 | 1.0 |
RSquared | NA | 0.92 | 0.94 | 0.94 | 0.96 | 0.95 | NA | 0.96 | 0.94 | 0.95 | 0.89 | 0.98 | 0.95 | 0.96 | 0.83 | 0.97 | 0.95 | 0.94 | 0.95 | 0.97 | 0.98 | 0.98 | 0.97 | 0.95 |
Yield(%) | N/A | 0.0 | 2.4 | 2.6 | 2.8 | 2.7 | 4.0 | N/A | 2.6 | 2.6 | 3.7 | 1.5 | 3.0 | 0.4 | 4.1 | 2.0 | 2.8 | 3.7 | 1.2 | 2.5 | 1.0 | 1.3 | 1.7 | 0.2 |
Dividend Growth(%) | N/A | -100.0 | -15.6 | 108.0 | 20.2 | N/A | N/A | N/A | -15.6 | -28.9 | 164.7 | -39.3 | 460.0 | -86.8 | 111.1 | -30.8 | -29.7 | 236.4 | -42.1 | 111.1 | -10.0 | 0.0 | 400.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/2008
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