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HGHAX: THE HARTFORD HEALTHCARE FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Health |
| MyPlanIQ Rating: | (79%) |
| Start Date: | 05/25/2000 |
| Last Dividend Date: | 12/27/2024 |
| 12-Mo. Yield | 5.05% |
| Expenses | 1.01% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/25/2000 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | -7.1 | -12.7 | 3.1 | 1.9 | 4.8 | 11.1 | 9.1 | 9.5 | -5.2 | 3.8 | -12.6 | -1.2 | 8.7 | 33.3 | -3.2 | 21.7 | -8.6 | 12.5 | 26.3 | 49.4 | 19.8 | 7.7 | 6.4 | 21.5 | -25.5 | 5.6 | 10.2 | 11.9 | 11.9 | 31.1 | -17.6 | 1.5 | 40.8 |
| Sharpe Ratio | NA | -0.87 | -0.94 | -0.02 | -0.01 | 0.18 | NA | NA | 0.46 | -0.87 | -0.04 | -0.65 | -0.07 | 0.26 | 2.07 | -0.25 | 2.04 | -0.47 | 0.66 | 1.73 | 4.04 | 1.6 | 0.33 | 0.37 | 1.01 | -0.84 | 0.22 | 0.61 | 0.85 | 0.81 | 1.73 | -0.79 | -0.05 | 3.92 |
| Draw Down(%) | NA | 15.2 | 22.1 | 22.1 | 25.6 | 28.5 | NA | NA | 42.9 | 19.0 | 11.6 | 22.9 | 17.4 | 28.5 | 8.1 | 21.2 | 5.8 | 19.3 | 17.9 | 10.7 | 5.0 | 7.8 | 21.4 | 16.3 | 21.8 | 40.2 | 7.6 | 8.1 | 8.0 | 12.1 | 12.0 | 30.8 | 18.6 | 7.3 |
| Standard Deviation(%) | NA | 20.5 | 17.0 | 15.3 | 16.0 | 18.3 | NA | NA | 18.1 | 13.5 | 12.3 | 21.5 | 17.0 | 32.5 | 15.4 | 18.3 | 10.3 | 18.5 | 18.7 | 15.2 | 12.2 | 12.5 | 23.4 | 16.8 | 21.1 | 31.5 | 12.1 | 11.5 | 11.5 | 13.5 | 17.6 | 23.8 | 17.7 | 18.6 |
| Treynor Ratio | NA | -0.18 | -0.16 | 0.0 | 0.0 | 0.03 | NA | NA | 0.07 | -0.18 | -0.01 | -0.14 | -0.01 | 0.08 | 0.29 | -0.04 | 0.24 | -0.08 | 0.12 | 0.23 | 0.45 | 0.17 | 0.06 | 0.05 | 0.19 | -0.25 | 0.02 | 0.06 | 0.08 | 0.09 | 0.25 | -0.16 | -0.01 | 0.65 |
| Alpha | NA | -0.02 | 0.0 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | 0.0 | 0.02 | -0.03 | -0.02 | 0.02 | 0.03 | -0.01 | 0.03 | 0.01 | 0.0 | -0.02 | 0.0 | 0.01 | -0.02 | 0.0 | -0.01 | -0.03 | 0.0 | -0.01 | -0.02 | 0.0 | 0.0 | -0.02 | 0.04 | 0.02 |
| Beta | NA | 1.0 | 1.0 | 1.0 | 1.03 | 1.07 | NA | NA | 1.11 | 0.64 | 0.9 | 1.02 | 0.88 | 1.03 | 1.1 | 1.11 | 0.9 | 1.12 | 1.08 | 1.13 | 1.11 | 1.16 | 1.27 | 1.25 | 1.11 | 1.07 | 1.07 | 1.18 | 1.22 | 1.27 | 1.2 | 1.15 | 1.12 | 1.12 |
| RSquared | NA | 0.94 | 0.94 | 0.95 | 0.93 | 0.94 | NA | NA | 0.93 | 0.46 | 0.83 | 0.93 | 0.43 | 0.82 | 0.91 | 0.91 | 0.74 | 0.95 | 0.94 | 0.93 | 0.9 | 0.87 | 0.95 | 0.92 | 0.94 | 0.95 | 0.92 | 0.9 | 0.84 | 0.89 | 0.91 | 0.94 | 0.93 | 0.8 |
| Yield(%) | N/A | 0.0 | 5.0 | 2.4 | 6.0 | 6.3 | 13.4 | 10.4 | N/A | 5.3 | 0.0 | 0.9 | 10.8 | 13.7 | 7.9 | 7.3 | 6.1 | 8.8 | 14.2 | 8.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 3.6 | 7.4 | 4.1 | 6.4 | 5.2 | 0.6 | 2.1 | 2.1 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -80.4 | -19.6 | 337.4 | N/A | N/A | N/A | N/A | -100.0 | -91.7 | -15.3 | 118.7 | -4.9 | 39.1 | -40.9 | -40.7 | 104.7 | N/A | N/A | N/A | N/A | N/A | -100.0 | -53.2 | 89.8 | -31.7 | 30.1 | 1104.7 | -78.6 | 3.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/25/2000
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