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HGIAX: Hartford Growth HLS IA (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/11/2002 |
Last Dividend Date: | 08/13/2013 |
12-Mo. Yield | 0.06% |
Expenses | 0.82% |
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Performance Analytics (As of 06/20/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/11/2002 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -28.9 | -10.4 | 2.0 | 9.0 | 0.7 | 4.3 | -27.1 | 35.5 | 18.4 | -9.0 | 19.4 | 33.7 | -43.8 | 8.7 | -1.8 | 0.6 | 12.5 | 32.7 | 6.1 |
Sharpe Ratio | NA | -0.28 | 0.07 | 0.34 | -0.01 | 0.13 | -0.93 | 2.78 | 1.16 | -0.3 | 0.87 | 1.24 | -1.12 | 0.3 | -0.33 | -0.13 | 0.8 | 1.69 | 1.28 |
Draw Down(%) | NA | 31.1 | 31.1 | 31.1 | 57.5 | 57.5 | 31.1 | 7.4 | 14.4 | 25.8 | 19.7 | 21.8 | 53.4 | 11.1 | 13.9 | 10.2 | 14.4 | 13.3 | 6.8 |
Standard Deviation(%) | NA | 37.2 | 28.9 | 25.8 | 25.1 | 24.3 | 52.8 | 12.8 | 16.0 | 30.3 | 22.1 | 27.2 | 39.9 | 19.1 | 15.3 | 11.9 | 14.6 | 18.9 | 23.7 |
Treynor Ratio | NA | -0.12 | 0.02 | 0.08 | 0.0 | 0.03 | -0.64 | 0.34 | 0.17 | -0.08 | 0.17 | 0.31 | -0.43 | 0.05 | -0.05 | -0.02 | 0.12 | 0.34 | 0.35 |
Alpha | NA | -0.11 | -0.06 | -0.03 | -0.02 | -0.02 | -0.25 | 0.0 | 0.0 | -0.03 | 0.02 | -0.01 | -0.03 | -0.01 | -0.01 | -0.04 | 0.02 | 0.03 | 0.08 |
Beta | NA | 0.89 | 1.08 | 1.09 | 1.06 | 1.04 | 0.77 | 1.04 | 1.08 | 1.13 | 1.14 | 1.08 | 1.04 | 1.08 | 1.04 | 0.9 | 0.93 | 0.94 | 0.88 |
RSquared | NA | 0.12 | 0.56 | 0.67 | 0.79 | 0.8 | 0.06 | 0.97 | 0.97 | 0.98 | 0.97 | 0.96 | 0.95 | 0.88 | 0.79 | 0.78 | 0.86 | 0.92 | 0.95 |
Yield(%) | N/A | 0.1 | 0.1 | 0.1 | 0.1 | N/A | 0.0 | 0.1 | 0.0 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.8 | 3.8 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | -66.7 | N/A | N/A | -100.0 | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -73.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/11/2002
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