Find A Portfolio/Ticker
Comparison Box
HIACX: Hartford Capital Appreciation HLS IA (MUTUAL FUND)
Basic Info 55.4 0.88(1.61%) May 14
| Asset Class: | Large Growth |
| MyPlanIQ Rating: | (4%) |
| Start Date: | 03/30/1984 |
| Last Dividend Date: | 12/21/2020 |
| 12-Mo. Yield | 7.59% |
| Expenses | 0.66% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/14/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.7 | 6.9 | 47.9 | 15.5 | 16.2 | 9.9 | 5.0 | 14.2 | 21.9 | 15.4 | -17.1 | 14.5 | -5.4 | -18.8 | -8.3 | 37.5 | 16.6 | -12.2 | 15.6 | 44.6 | -51.7 | -1.9 | 0.9 | -0.8 | 19.0 | 41.6 | -20.4 | -32.9 | -2.8 | 28.2 | 7.9 | 12.8 | 12.0 | 22.0 | -6.2 | 16.0 | 0.8 | 52.6 | -15.3 | 20.2 | 25.4 | -9.5 | 4.2 | 31.5 | 8.0 |
| SR | NA | 1.29 | 2.8 | 0.65 | 0.81 | 0.5 | NA | 0.28 | 0.64 | -0.46 | -2.05 | -0.5 | -2.14 | -1.39 | -1.39 | 1.52 | -0.13 | -1.13 | -0.15 | 0.86 | -1.62 | -0.95 | -1.26 | -1.23 | -0.04 | 1.48 | -1.75 | -1.42 | -2.51 | 2.89 | 1.74 | -1.85 | 1.06 | -3.53 | -0.31 | 1.28 | 0.04 | 2.24 | -0.53 | 1.59 | 1.54 | -0.29 | 0.34 | 3.11 | 1.24 |
| DD(%) | NA | 5.5 | 7.4 | 35.3 | 35.3 | 35.3 | NA | 68.1 | 35.3 | 15.2 | 27.4 | 5.3 | 15.0 | 30.3 | 21.5 | 5.9 | 13.8 | 27.5 | 17.4 | 26.5 | 60.9 | 19.7 | 16.3 | 12.8 | 10.4 | 13.7 | 31.4 | 49.1 | 23.6 | 11.4 | 31.0 | 16.7 | 12.8 | 7.8 | 18.3 | 3.0 | 16.9 | 6.1 | 28.2 | 3.8 | 8.1 | 31.5 | 13.7 | 11.7 | 8.0 |
| SD(%) | NA | 15.5 | 17.1 | 22.7 | 19.1 | 19.0 | NA | 43.3 | 33.9 | 17.1 | 18.9 | 9.4 | 18.4 | 26.8 | 19.3 | 12.5 | 15.2 | 27.1 | 19.7 | 30.1 | 43.9 | 25.2 | 17.1 | 17.8 | 14.3 | 15.1 | 23.0 | 38.6 | 28.5 | 18.4 | 23.7 | 18.3 | 13.2 | 11.3 | 14.5 | 12.4 | 17.7 | 23.4 | 28.8 | 12.7 | 16.4 | 32.2 | 12.3 | 10.1 | 8.7 |
| TR | NA | 0.2 | 0.51 | 0.15 | 0.16 | 0.09 | NA | 0.15 | 0.22 | -0.08 | -0.41 | -0.04 | -0.34 | -0.35 | -0.25 | 0.17 | -0.02 | -0.27 | -0.03 | 0.24 | -0.7 | -0.2 | -0.18 | -0.2 | -0.01 | 0.27 | -0.48 | -0.57 | -0.75 | 0.61 | 0.4 | -0.42 | 0.18 | -0.47 | -0.05 | -3.89 | 0.16 | 5.23 | 1.08 | 4.93 | 3.72 | 3.03 | 0.08 | 0.69 | 0.33 |
| Alpha(%) | NA | -0.05 | 0.01 | 0.0 | 0.0 | -0.02 | NA | 0.09 | 0.01 | -0.05 | -0.06 | 0.1 | 0.11 | 0.02 | -0.08 | 0.12 | 0.01 | -0.05 | 0.06 | 0.05 | -0.1 | -0.01 | -0.05 | 0.03 | 0.03 | 0.04 | -0.06 | -0.1 | 0.01 | 0.04 | -0.07 | -0.08 | -0.02 | -0.06 | -0.03 | 0.03 | 0.01 | 0.17 | -0.05 | 0.07 | 0.09 | -0.02 | 0.0 | 0.07 | 0.03 |
| Beta(%) | NA | 0.99 | 0.94 | 0.96 | 0.97 | 1.03 | NA | 0.77 | 0.96 | 0.99 | 0.95 | 1.11 | 1.16 | 1.06 | 1.08 | 1.09 | 1.15 | 1.15 | 1.08 | 1.09 | 1.02 | 1.21 | 1.2 | 1.07 | 1.15 | 0.82 | 0.84 | 0.96 | 0.95 | 0.87 | 1.03 | 0.8 | 0.78 | 0.86 | 0.9 | -0.04 | 0.05 | 0.1 | -0.14 | 0.04 | 0.07 | -0.03 | 0.53 | 0.46 | 0.32 |
| RS | NA | 0.93 | 0.95 | 0.97 | 0.97 | 0.91 | NA | 0.01 | 0.98 | 0.55 | 0.75 | 0.64 | 0.7 | 0.43 | 0.44 | 0.94 | 0.93 | 0.98 | 0.98 | 0.97 | 0.91 | 0.63 | 0.52 | 0.41 | 0.8 | 0.87 | 0.9 | 0.35 | 0.56 | 0.74 | 0.78 | 0.65 | 0.49 | 0.35 | 0.39 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.5 | 0.27 | 0.23 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/1984
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 Large Growth Asset Class Trend Rankings |
Top Rated Funds in Large Growth
Best Mutual Funds
- HCAYX (Hartford Capital Appreciation Y) 1.60% (46%)
- FFTYX (AB FlexFee US Thematic Advisor) 1.57% (20%)
- HIACX (Hartford Capital Appreciation HLS IA) 1.61% (4%)
Best ETFs
* Day change on 05/14/2021.Latest Articles Related to HIACX
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments