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HFMTX: THE HARTFORD MIDCAP FUND CLASS R5 (MUTUAL FUND)
Basic Info 34.92 0.29(0.84%) May 24
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (26%) |
Start Date: | 06/04/2009 |
Last Dividend Date: | 12/11/2023 |
12-Mo. Yield | 1.89% |
Expenses | 0.86% |
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Performance Analytics (As of 05/23/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/04/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.8 | 3.7 | 16.0 | -2.3 | 6.7 | 8.6 | 11.9 | 14.7 | -24.0 | 9.8 | 25.0 | 32.6 | -7.7 | 24.4 | 11.8 | 1.5 | 10.9 | 39.4 | 19.2 | -8.1 | 23.5 | 19.4 |
Sharpe Ratio | NA | 0.55 | 0.68 | -0.19 | 0.21 | 0.38 | 0.56 | 0.6 | -0.88 | 0.59 | 0.66 | 2.07 | -0.49 | 2.45 | 0.7 | 0.09 | 0.77 | 2.97 | 1.27 | -0.29 | 1.18 | 1.95 |
Draw Down(%) | NA | 7.8 | 15.9 | 33.0 | 38.0 | 38.0 | 38.0 | 16.3 | 31.1 | 8.1 | 38.0 | 8.2 | 24.4 | 4.7 | 13.8 | 11.1 | 11.7 | 6.6 | 11.2 | 28.5 | 14.9 | 7.4 |
Standard Deviation(%) | NA | 15.4 | 15.9 | 21.4 | 24.6 | 20.4 | 20.1 | 17.7 | 29.0 | 16.6 | 37.1 | 15.1 | 18.3 | 9.7 | 16.6 | 15.6 | 14.1 | 13.3 | 15.3 | 28.2 | 19.9 | 18.4 |
Treynor Ratio | NA | 0.08 | 0.11 | -0.05 | 0.05 | 0.08 | 0.12 | 0.11 | -0.29 | 0.13 | 0.25 | 0.3 | -0.09 | 0.22 | 0.11 | 0.02 | 0.11 | 0.41 | 0.21 | -0.08 | 0.26 | 0.4 |
Alpha | NA | -0.02 | -0.03 | -0.02 | -0.01 | 0.0 | 0.0 | -0.03 | 0.01 | -0.02 | -0.03 | -0.01 | -0.01 | 0.0 | 0.02 | 0.01 | -0.01 | 0.02 | 0.02 | -0.02 | -0.01 | 0.0 |
Beta | NA | 1.03 | 1.03 | 0.9 | 0.93 | 0.95 | 0.95 | 1.0 | 0.88 | 0.77 | 1.0 | 1.05 | 0.98 | 1.08 | 1.01 | 0.96 | 1.0 | 0.97 | 0.91 | 0.98 | 0.89 | 0.89 |
RSquared | NA | 0.9 | 0.9 | 0.9 | 0.9 | 0.91 | 0.92 | 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 |
Yield(%) | N/A | 0.0 | 1.9 | 5.3 | 7.3 | 7.7 | N/A | 2.0 | 5.3 | 10.4 | 10.5 | 5.6 | 9.5 | 4.7 | 2.9 | 6.7 | 9.5 | 9.0 | 6.9 | 10.6 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -73.7 | -19.7 | 25.7 | N/A | N/A | -73.7 | -48.6 | 10.5 | 143.4 | -52.1 | 140.5 | 81.3 | -59.6 | -27.7 | 32.9 | 46.4 | -46.6 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/04/2009
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