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HIACX: HARTFORD CAPITAL APPRECIATION HLS FUND IA (MUTUAL FUND)
Basic Info 48.35 0.22(0.45%) April 25
Asset Class: | Large Growth |
MyPlanIQ Rating: | (4%) |
Start Date: | 03/30/1984 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 0.77% |
Expenses | 0.92% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/30/1984 |
2023 | 2022 | 2021 | 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 5.0 | 20.1 | 3.7 | 10.4 | 8.0 | 11.3 | 5.5 | 13.5 | 18.9 | -15.7 | 14.9 | 21.9 | 31.1 | -7.0 | 22.1 | 5.5 | 0.8 | -7.1 | 37.5 | 16.6 | -12.2 | 15.6 | 45.7 | -50.3 | -1.8 | 2.3 | 0.1 | 19.4 | 42.4 | 696.5 | -28.1 | 4.5 | 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 |
Sharpe Ratio | NA | 0.71 | 1.06 | 0.07 | 0.41 | 0.37 | NA | NA | 0.27 | 1.15 | -0.71 | 1.09 | 0.64 | 2.42 | -0.52 | 2.81 | 0.34 | 0.05 | -0.37 | 3.0 | 1.1 | -0.45 | 0.79 | 1.52 | -1.16 | -0.19 | -0.06 | -0.12 | 1.29 | 2.76 | 3.01 | -0.79 | 0.02 | 1.35 | 0.19 | 0.5 | 0.64 | 1.6 | -0.63 | 1.12 | -0.09 | 2.08 | -0.71 | 1.14 | 1.26 | -0.42 | 0.0 | 2.6 | 0.46 |
Draw Down(%) | NA | 5.1 | 10.8 | 25.2 | 35.3 | 35.3 | NA | NA | 68.1 | 10.8 | 24.4 | 7.5 | 35.3 | 5.8 | 19.8 | 3.4 | 15.0 | 14.4 | 21.5 | 5.9 | 13.8 | 27.5 | 17.4 | 26.5 | 60.9 | 19.7 | 16.3 | 12.3 | 10.4 | 13.7 | 31.4 | 49.0 | 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 |
Standard Deviation(%) | NA | 10.7 | 11.4 | 17.4 | 21.1 | 18.4 | NA | NA | 42.0 | 12.9 | 24.3 | 13.6 | 33.9 | 12.3 | 16.0 | 7.7 | 15.5 | 15.8 | 19.2 | 12.5 | 15.2 | 27.1 | 19.7 | 30.1 | 44.1 | 25.1 | 16.3 | 17.3 | 14.3 | 15.1 | 231.2 | 39.2 | 29.6 | 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 |
Treynor Ratio | NA | 0.08 | 0.13 | 0.01 | 0.09 | 0.07 | NA | NA | 0.14 | 0.15 | -0.18 | 0.15 | 0.22 | 0.31 | -0.09 | 0.2 | 0.05 | 0.01 | -0.07 | 0.34 | 0.15 | -0.11 | 0.14 | 0.42 | -0.5 | -0.04 | -0.01 | -0.02 | 0.16 | 0.51 | 14.19 | -0.32 | 0.0 | 0.29 | 0.05 | 0.12 | 0.11 | 0.21 | -0.1 | -3.38 | -0.34 | 4.86 | 1.45 | 3.54 | 3.04 | 4.32 | 0.0 | 0.58 | 0.12 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | NA | NA | 0.09 | -0.02 | 0.01 | -0.04 | 0.01 | 0.0 | -0.01 | 0.0 | -0.03 | 0.0 | -0.08 | 0.01 | -0.01 | -0.06 | 0.0 | 0.05 | -0.08 | -0.02 | -0.06 | -0.02 | 0.03 | 0.06 | 3.52 | -0.06 | 0.06 | 0.03 | -0.07 | -0.04 | -0.02 | -0.03 | -0.03 | 0.05 | 0.0 | 0.15 | -0.07 | 0.05 | 0.07 | -0.04 | -0.01 | 0.06 | 0.01 |
Beta | NA | 0.91 | 0.95 | 0.96 | 0.96 | 0.98 | NA | NA | 0.78 | 0.96 | 0.96 | 0.98 | 0.96 | 0.96 | 0.92 | 1.08 | 1.15 | 1.0 | 1.08 | 1.09 | 1.15 | 1.15 | 1.08 | 1.09 | 1.03 | 1.21 | 1.2 | 1.06 | 1.15 | 0.83 | 0.49 | 0.96 | 0.96 | 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 | 0.45 | 0.32 |
RSquared | NA | 0.97 | 0.95 | 0.92 | 0.95 | 0.9 | NA | NA | 0.01 | 0.95 | 0.92 | 0.9 | 0.98 | 0.96 | 0.97 | 0.89 | 0.95 | 0.96 | 0.45 | 0.94 | 0.93 | 0.98 | 0.98 | 0.97 | 0.92 | 0.64 | 0.56 | 0.43 | 0.8 | 0.87 | 0.0 | 0.34 | 0.52 | 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 |
Yield(%) | N/A | 0.0 | 2.7 | 7.6 | 9.6 | 8.0 | 12.3 | 5.3 | N/A | 2.9 | 12.3 | 10.2 | 8.6 | 14.5 | 11.2 | 7.4 | 10.8 | 20.3 | 1.2 | 0.0 | 0.0 | 0.0 | 0.0 | 1.1 | 1.4 | 0.2 | 1.4 | 1.0 | 0.4 | 0.7 | 0.0 | 4.7 | 6.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -83.2 | -14.6 | -9.2 | 1784.3 | 415.5 | 610.9 | N/A | -83.2 | 28.7 | 30.1 | -31.1 | 6.6 | 72.4 | -33.4 | -57.3 | 1482.9 | N/A | N/A | N/A | N/A | -100.0 | -59.7 | 800.0 | -89.5 | 46.2 | 205.9 | -26.1 | N/A | -100.0 | -35.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/1984
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