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HGWYX: Hartford Growth Y (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/25/2002 |
Last Dividend Date: | 12/13/2013 |
12-Mo. Yield | 11.39% |
Expenses | 0.79% |
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Performance Analytics (As of 04/04/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/25/2002 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -5.8 | 17.8 | 8.5 | 16.9 | 5.6 | 5.8 | -6.1 | 35.7 | 18.1 | -9.0 | 19.3 | 33.9 | -41.4 | 17.0 | 4.8 | 4.6 | 12.4 | 33.2 | -19.9 |
Sharpe Ratio | NA | 1.18 | 0.4 | 0.79 | 0.2 | 0.21 | -1.13 | 2.8 | 1.16 | -0.3 | 0.87 | 1.24 | -1.06 | 0.79 | 0.11 | 0.21 | 0.79 | 1.68 | -0.84 |
Draw Down(%) | NA | 11.1 | 25.7 | 25.7 | 53.4 | 53.4 | 11.1 | 7.3 | 14.3 | 25.7 | 19.8 | 21.7 | 51.6 | 10.7 | 13.3 | 10.0 | 14.2 | 13.4 | 33.9 |
Standard Deviation(%) | NA | 15.1 | 21.2 | 21.3 | 22.6 | 22.6 | 19.0 | 12.7 | 15.7 | 30.0 | 22.1 | 27.2 | 39.7 | 17.7 | 14.0 | 11.4 | 14.5 | 19.3 | 28.7 |
Treynor Ratio | NA | 0.17 | 0.08 | 0.15 | 0.04 | 0.05 | -0.21 | 0.34 | 0.17 | -0.08 | 0.17 | 0.31 | -0.41 | 0.13 | 0.01 | 0.03 | 0.12 | 0.34 | -0.28 |
Alpha | NA | -0.03 | -0.04 | -0.04 | -0.03 | -0.01 | -0.08 | 0.0 | 0.0 | -0.03 | 0.02 | -0.01 | -0.01 | 0.02 | 0.01 | -0.02 | 0.02 | 0.03 | 0.02 |
Beta | NA | 1.05 | 1.1 | 1.1 | 1.06 | 1.02 | 1.04 | 1.04 | 1.06 | 1.12 | 1.13 | 1.08 | 1.04 | 1.04 | 1.02 | 0.88 | 0.93 | 0.96 | 0.85 |
RSquared | NA | 0.83 | 0.95 | 0.96 | 0.94 | 0.94 | 0.67 | 0.97 | 0.97 | 0.98 | 0.97 | 0.96 | 0.95 | 0.94 | 0.9 | 0.83 | 0.87 | 0.91 | 0.96 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/25/2002
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