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HIPIX: THE HARTFORD INFLATION PLUS FUND CLASS I (MUTUAL FUND)
Basic Info 10.03 0.02(0.20%) April 25
Asset Class: | Inflation-Protected Bond |
MyPlanIQ Rating: | (72%) |
Start Date: | 09/05/2006 |
Last Dividend Date: | 03/26/2024 |
12-Mo. Yield | 3.96% |
Expenses | 0.87% |
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Performance Analytics (As of 04/23/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/05/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | -1.6 | -0.3 | -0.2 | 2.5 | 2.0 | 3.0 | 3.3 | 5.1 | -8.5 | 5.1 | 9.6 | 7.0 | -1.1 | 2.0 | 5.9 | -1.3 | 0.8 | -8.9 | 6.6 | 13.2 | 6.5 | 10.7 | -0.2 | 11.8 | -1.0 |
Sharpe Ratio | NA | -1.88 | -0.51 | -0.41 | 0.19 | 0.2 | NA | 0.41 | 0.14 | -1.37 | 1.6 | 1.56 | 1.92 | -1.06 | 0.19 | 1.58 | -0.33 | 0.27 | -1.61 | 1.41 | 1.96 | 1.08 | 1.33 | -0.11 | 1.08 | -1.49 |
Draw Down(%) | NA | 1.8 | 5.0 | 11.1 | 11.1 | 11.1 | NA | 13.7 | 5.1 | 10.8 | 2.1 | 9.2 | 1.4 | 2.1 | 4.4 | 2.8 | 3.9 | 3.4 | 11.0 | 2.4 | 3.3 | 5.4 | 4.1 | 13.7 | 4.3 | 2.9 |
Standard Deviation(%) | NA | 4.5 | 5.5 | 5.9 | 5.5 | 4.9 | NA | 5.9 | 6.3 | 7.2 | 3.2 | 6.0 | 2.9 | 2.2 | 7.0 | 3.6 | 4.0 | 3.0 | 5.5 | 4.7 | 6.7 | 6.0 | 8.0 | 10.3 | 8.2 | 4.4 |
Treynor Ratio | NA | -0.11 | -0.03 | -0.03 | 0.01 | 0.01 | NA | 0.03 | 0.01 | -0.13 | 0.09 | 0.15 | 0.09 | -0.04 | 0.02 | 0.09 | -0.02 | 0.01 | -0.1 | 0.07 | 0.15 | 0.07 | 0.11 | -0.01 | 0.08 | -0.07 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 |
Beta | NA | 0.8 | 0.83 | 0.76 | 0.72 | 0.7 | NA | 0.83 | 0.84 | 0.75 | 0.56 | 0.63 | 0.65 | 0.61 | 0.78 | 0.66 | 0.64 | 0.62 | 0.89 | 0.97 | 0.91 | 0.99 | 0.97 | 0.9 | 1.11 | 1.0 |
RSquared | NA | 0.84 | 0.83 | 0.81 | 0.74 | 0.62 | NA | 0.72 | 0.83 | 0.84 | 0.63 | 0.56 | 0.76 | 0.68 | 0.16 | 0.66 | 0.8 | 0.8 | 0.89 | 0.86 | 0.85 | 0.91 | 0.87 | 0.82 | 0.58 | 0.94 |
Yield(%) | N/A | 0.4 | 3.4 | 4.1 | 3.5 | 2.9 | 3.5 | N/A | 3.7 | 5.7 | 3.0 | 2.0 | 2.1 | 3.8 | 4.7 | 3.0 | 0.0 | 0.7 | 3.4 | 4.4 | 7.5 | 6.3 | 0.7 | 4.8 | 3.2 | 0.1 |
Dividend Growth(%) | N/A | -89.2 | -39.7 | 72.0 | 38.6 | N/A | N/A | N/A | -43.9 | 94.1 | 61.9 | 0.0 | -47.5 | -23.1 | 62.5 | N/A | -100.0 | -81.0 | -20.8 | -37.6 | 18.1 | 928.6 | -86.8 | 60.6 | 3200.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/05/2006
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Best Closed End Funds
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