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HIPSX: THE HARTFORD INFLATION PLUS FUND CLASS R4 (MUTUAL FUND)
Basic Info 9.89 0.01(0.10%) May 17
Asset Class: | Inflation-Protected Bond |
MyPlanIQ Rating: | (41%) |
Start Date: | 12/27/2006 |
Last Dividend Date: | 04/26/2024 |
12-Mo. Yield | 3.10% |
Expenses | 0.87% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/27/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.5 | -0.1 | 1.6 | -0.5 | 2.5 | 1.7 | 2.7 | 3.2 | 4.7 | -8.6 | 4.7 | 9.2 | 6.6 | -1.4 | 1.7 | 5.2 | -1.5 | 0.6 | -9.2 | 6.3 | 13.0 | 5.8 | 10.4 | -0.7 | 11.5 | -0.1 |
Sharpe Ratio | NA | -1.26 | -0.63 | -0.51 | 0.15 | 0.13 | NA | 0.39 | 0.08 | -1.41 | 1.48 | 1.56 | 1.82 | -1.2 | 0.15 | 1.45 | -0.39 | 0.18 | -1.7 | 1.34 | 1.94 | 0.96 | 1.3 | -0.16 | 1.04 | -13.71 |
Draw Down(%) | NA | 1.8 | 4.7 | 11.2 | 11.2 | 11.2 | NA | 14.0 | 5.1 | 10.8 | 2.0 | 9.2 | 1.4 | 2.1 | 4.1 | 2.9 | 4.1 | 3.6 | 11.1 | 2.3 | 3.4 | 5.5 | 4.1 | 14.0 | 4.3 | 0.1 |
Standard Deviation(%) | NA | 4.4 | 5.4 | 5.8 | 5.4 | 4.8 | NA | 5.9 | 6.3 | 7.1 | 3.2 | 5.7 | 2.9 | 2.2 | 6.6 | 3.4 | 4.0 | 3.1 | 5.4 | 4.7 | 6.7 | 5.9 | 8.0 | 10.2 | 8.2 | 1.1 |
Treynor Ratio | NA | -0.07 | -0.04 | -0.04 | 0.01 | 0.01 | NA | 0.03 | 0.01 | -0.14 | 0.08 | 0.14 | 0.08 | -0.04 | 0.01 | 0.08 | -0.02 | 0.01 | -0.11 | 0.06 | 0.14 | 0.06 | 0.11 | -0.02 | 0.08 | -0.13 |
Alpha | NA | 0.0 | 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 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 |
Beta | NA | 0.81 | 0.83 | 0.75 | 0.71 | 0.7 | NA | 0.82 | 0.84 | 0.73 | 0.58 | 0.63 | 0.64 | 0.61 | 0.77 | 0.65 | 0.64 | 0.63 | 0.87 | 0.97 | 0.91 | 0.98 | 0.97 | 0.9 | 1.13 | 1.14 |
RSquared | NA | 0.86 | 0.83 | 0.8 | 0.75 | 0.64 | NA | 0.73 | 0.83 | 0.81 | 0.66 | 0.61 | 0.76 | 0.7 | 0.17 | 0.7 | 0.81 | 0.81 | 0.87 | 0.86 | 0.86 | 0.91 | 0.88 | 0.82 | 0.59 | 1.0 |
Yield(%) | N/A | 1.0 | 3.1 | 4.0 | 3.3 | 2.6 | 3.3 | N/A | 3.1 | 5.7 | 2.8 | 1.6 | 1.7 | 3.5 | 4.4 | 2.3 | 0.0 | 0.7 | 3.5 | 4.5 | 7.4 | 5.8 | 0.7 | 4.4 | 2.3 | 0.0 |
Dividend Growth(%) | N/A | -67.7 | -41.4 | 94.4 | 49.3 | N/A | N/A | N/A | -52.3 | 109.7 | 82.4 | 0.0 | -54.1 | -22.9 | 100.0 | N/A | -100.0 | -83.3 | -20.8 | -36.9 | 27.3 | 842.9 | -85.7 | 104.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2006
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