Find A Portfolio/Ticker
Comparison Box
HGHIX: The Hartford Global Health Fund Class (MUTUAL FUND)
Basic Info 40.42 0.22(0.55%) April 22
Asset Class: | Health |
MyPlanIQ Rating: | (52%) |
Start Date: | 09/05/2006 |
Last Dividend Date: | 12/12/2022 |
12-Mo. Yield | 0.00% |
Expenses | 1.26% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/05/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 1.0 | 5.4 | -0.1 | 9.4 | 9.9 | 14.3 | 10.2 | 4.1 | -11.5 | 10.2 | 23.0 | 33.7 | -2.9 | 22.0 | -8.3 | 12.8 | 26.7 | 50.0 | 20.1 | 8.0 | 6.7 | 21.7 | -25.3 | 5.9 | 5.0 |
Sharpe Ratio | NA | -0.2 | 0.04 | -0.17 | 0.4 | 0.48 | NA | 0.5 | -0.02 | -0.6 | 0.78 | 0.74 | 2.09 | -0.23 | 2.08 | -0.46 | 0.68 | 1.76 | 4.08 | 1.63 | 0.34 | 0.39 | 1.03 | -0.83 | 0.24 | 1.55 |
Draw Down(%) | NA | 6.6 | 11.6 | 25.4 | 28.5 | 28.5 | NA | 42.7 | 11.6 | 22.8 | 10.0 | 28.5 | 8.0 | 21.1 | 5.8 | 19.2 | 17.9 | 10.7 | 5.0 | 7.7 | 21.4 | 16.2 | 21.8 | 40.0 | 7.5 | 2.8 |
Standard Deviation(%) | NA | 11.4 | 11.8 | 15.8 | 19.5 | 18.1 | NA | 18.6 | 12.3 | 21.5 | 13.0 | 30.7 | 15.4 | 18.3 | 10.3 | 18.5 | 18.7 | 15.2 | 12.2 | 12.4 | 23.5 | 16.8 | 21.1 | 31.5 | 12.1 | 8.5 |
Treynor Ratio | NA | -0.02 | 0.0 | -0.03 | 0.07 | 0.08 | NA | 0.08 | 0.0 | -0.12 | 0.09 | 0.21 | 0.29 | -0.04 | 0.24 | -0.08 | 0.12 | 0.24 | 0.45 | 0.17 | 0.06 | 0.05 | 0.19 | -0.24 | 0.03 | 0.12 |
Alpha | NA | 0.02 | 0.01 | -0.02 | -0.01 | 0.0 | NA | 0.0 | -0.01 | -0.04 | -0.02 | 0.03 | 0.03 | -0.01 | 0.03 | 0.01 | 0.0 | -0.02 | 0.0 | 0.01 | -0.02 | 0.0 | 0.0 | -0.03 | 0.01 | 0.04 |
Beta | NA | 0.99 | 1.0 | 1.04 | 1.07 | 1.07 | NA | 1.1 | 1.01 | 1.06 | 1.09 | 1.08 | 1.1 | 1.11 | 0.9 | 1.12 | 1.08 | 1.13 | 1.11 | 1.16 | 1.27 | 1.26 | 1.11 | 1.07 | 1.06 | 1.08 |
RSquared | NA | 0.93 | 0.94 | 0.94 | 0.95 | 0.93 | NA | 0.93 | 0.94 | 0.97 | 0.88 | 0.96 | 0.91 | 0.91 | 0.74 | 0.95 | 0.94 | 0.93 | 0.9 | 0.86 | 0.95 | 0.92 | 0.94 | 0.95 | 0.92 | 0.87 |
Yield(%) | N/A | 0.0 | 0.0 | 3.4 | 7.2 | 8.4 | 16.5 | N/A | 0.0 | 0.8 | 10.0 | 12.9 | 7.5 | 6.9 | 5.8 | 8.5 | 14.0 | 8.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 3.5 | 7.4 | 3.9 |
Dividend Growth(%) | N/A | N/A | -100.0 | -52.7 | -18.1 | N/A | N/A | N/A | -100.0 | -91.8 | -15.5 | 119.1 | -4.8 | 38.5 | -40.7 | -41.8 | 108.4 | N/A | N/A | N/A | N/A | N/A | -100.0 | -53.1 | 91.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/05/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Health Asset Class Trend Rankings |
Top Rated Funds in Health
Best Mutual Funds
- VGHCX (VANGUARD HEALTH CARE FUND INVESTOR SHARES) (97%)
- HGHAX (THE HARTFORD HEALTHCARE FUND CLASS A) (78%)
- FSMEX (MEDICAL EQUIPMENT AND SYSTEMS PORTFOLIO MEDICAL EQUIPMENT AND SYSTEMS PORTFOLIO) (77%)
- FBIOX (BIOTECHNOLOGY PORTFOLIO BIOTECHNOLOGY PORTFOLIO) (77%)
- FBTIX (FIDELITY ADVISOR BIOTECHNOLOGY FUND CLASS I) (77%)
- FPHAX (PHARMACEUTICALS PORTFOLIO PHARMACEUTICALS PORTFOLIO) (75%)
- FSHCX (HEALTH CARE SERVICES PORTFOLIO HEALTH CARE SERVICES PORTFOLIO) (74%)
- FSPHX (HEALTH CARE PORTFOLIO HEALTH CARE PORTFOLIO) (73%)
- FHCIX (FIDELITY ADVISOR HEALTH CARE FUND CLASS I) (73%)
- SHSSX (BLACKROCK HEALTH SCIENCES OPPORTUNITIES PORTFOLIO INSTITUTIONAL) (66%)
Best ETFs
- DRGS (RBS Global Big Pharma ETN) (100%)
- XLV (Health Care Select Sector SPDR® Fund) (96%)
- BBH (VanEck Biotech ETF) (94%)
- IBB (iShares Biotechnology ETF) (94%)
- PPH (VanEck Pharmaceutical ETF) (93%)
- FBT (First Trust NYSE Arca Biotechnology Index Fund) (91%)
- FXH (First Trust Health Care AlphaDEX® Fund) (90%)
- IHE (iShares U.S. Pharmaceuticals ETF) (88%)
- IHF (iShares U.S. Healthcare Providers ETF) (88%)
- IHI (iShares U.S. Medical Devices ETF) (88%)
Best Closed End Funds
- BME (BlackRock Health Sciences Trust) (100%)
- GRX (Gabelli Healthcare & WellnessRx Trust) (99%)
- HQH (Tekla Healthcare Investors) (98%)
- HQL (Tekla Life Sciences Investors) (98%)