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HGOAX: THE HARTFORD GROWTH OPPORTUNITIES FUND CLASS A (MUTUAL FUND)
Basic Info 49.31 0.96(1.99%) May 06
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (51%) |
Start Date: | 02/25/2002 |
Last Dividend Date: | 12/10/2021 |
12-Mo. Yield | 0.00% |
Expenses | 1.14% |
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Performance Analytics (As of 05/03/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/25/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.2 | 17.3 | 46.2 | 2.7 | 12.9 | 14.1 | 15.4 | 11.5 | 11.0 | 40.7 | -37.0 | 7.4 | 61.6 | 30.0 | -1.1 | 30.3 | -1.1 | 10.3 | 13.2 | 34.8 | 26.2 | -9.4 | 17.2 | 29.4 | -45.3 | 28.0 | 11.4 | 15.6 | 16.1 | 43.6 | -22.8 |
Sharpe Ratio | NA | 2.31 | 2.17 | -0.04 | 0.41 | 0.58 | NA | NA | 0.45 | 2.03 | -1.04 | 0.35 | 1.8 | 1.77 | -0.11 | 2.8 | -0.08 | 0.69 | 0.92 | 2.69 | 1.73 | -0.36 | 0.87 | 1.14 | -1.14 | 1.44 | 0.57 | 1.09 | 0.94 | 2.38 | -0.95 |
Draw Down(%) | NA | 7.9 | 13.5 | 45.1 | 45.1 | 45.1 | NA | NA | 58.4 | 13.5 | 41.5 | 12.5 | 33.3 | 11.9 | 25.6 | 4.2 | 18.2 | 12.9 | 9.2 | 6.0 | 10.4 | 25.5 | 17.0 | 24.5 | 56.1 | 10.6 | 14.8 | 9.6 | 15.7 | 12.1 | 38.9 |
Standard Deviation(%) | NA | 20.4 | 18.2 | 26.3 | 26.8 | 22.1 | NA | NA | 22.0 | 18.1 | 37.1 | 20.8 | 33.8 | 16.1 | 22.6 | 10.6 | 15.9 | 14.9 | 14.4 | 12.9 | 15.2 | 26.4 | 19.7 | 25.8 | 40.5 | 17.5 | 14.3 | 12.4 | 16.1 | 18.0 | 28.7 |
Treynor Ratio | NA | 0.44 | 0.4 | -0.01 | 0.11 | 0.14 | NA | NA | 0.1 | 0.39 | -0.39 | 0.08 | 0.66 | 0.39 | -0.02 | 0.26 | -0.01 | 0.11 | 0.13 | 0.34 | 0.26 | -0.1 | 0.17 | 0.29 | -0.44 | 0.25 | 0.08 | 0.15 | 0.15 | 0.5 | -0.33 |
Alpha | NA | 0.05 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | -0.01 | 0.01 | -0.01 | 0.02 | -0.01 | -0.01 | -0.02 | 0.0 | 0.01 | 0.0 | -0.01 | 0.02 | -0.04 | 0.02 | -0.02 | -0.04 | 0.06 | 0.04 | 0.02 | 0.03 | 0.06 | 0.0 |
Beta | NA | 1.06 | 1.0 | 0.97 | 0.95 | 0.95 | NA | NA | 0.96 | 0.94 | 0.98 | 0.91 | 0.92 | 0.73 | 1.05 | 1.15 | 1.04 | 0.9 | 1.02 | 1.03 | 1.02 | 0.98 | 1.01 | 1.02 | 1.05 | 1.01 | 1.02 | 0.92 | 1.02 | 0.86 | 0.82 |
RSquared | NA | 0.97 | 0.96 | 0.94 | 0.94 | 0.92 | NA | NA | 0.92 | 0.96 | 0.95 | 0.88 | 0.95 | 0.69 | 0.95 | 0.86 | 0.93 | 0.95 | 0.94 | 0.92 | 0.95 | 0.97 | 0.96 | 0.95 | 0.95 | 0.91 | 0.85 | 0.77 | 0.84 | 0.83 | 0.9 |
Yield(%) | N/A | 0.0 | 0.0 | 7.1 | 10.9 | 12.6 | 18.8 | 12.8 | N/A | 0.0 | 0.0 | 22.0 | 19.8 | 7.8 | 24.4 | 10.7 | 3.8 | 9.1 | 19.7 | 4.8 | 0.0 | 0.0 | 0.3 | 0.0 | 0.0 | 15.3 | 7.5 | 7.9 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | -43.0 | -16.8 | 388.3 | N/A | N/A | N/A | N/A | -100.0 | 51.2 | 213.9 | -76.1 | 171.6 | 177.1 | -58.5 | -56.4 | 411.9 | N/A | N/A | -100.0 | N/A | N/A | -100.0 | 106.6 | 4.4 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/25/2002
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