Find A Portfolio/Ticker
Comparison Box
HIPYX: THE HARTFORD INFLATION PLUS FUND CLASS Y (MUTUAL FUND)
Basic Info 10.07 0.03(0.30%) April 19
Asset Class: | Inflation-Protected Bond |
MyPlanIQ Rating: | (95%) |
Start Date: | 12/22/2003 |
Last Dividend Date: | 03/26/2024 |
12-Mo. Yield | 3.48% |
Expenses | 0.57% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/03/2004 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.4 | -1.4 | 1.1 | -0.1 | 2.7 | 2.1 | 3.1 | 3.4 | 3.3 | 5.1 | -8.4 | 5.1 | 9.6 | 6.9 | -1.0 | 2.1 | 6.0 | -1.2 | 0.9 | -8.8 | 6.8 | 13.3 | 6.2 | 10.8 | -0.4 | 11.7 | -0.0 | 2.2 | 6.8 | -0.1 |
Sharpe Ratio | NA | -1.63 | -0.64 | -0.34 | 0.21 | 0.22 | NA | NA | 0.4 | 0.14 | -1.36 | 1.59 | 1.56 | 1.86 | -1.05 | 0.21 | 1.62 | -0.31 | 0.28 | -1.61 | 1.43 | 1.96 | 1.03 | 1.34 | -0.13 | 1.08 | -0.55 | 0.01 | 0.99 | -0.55 |
Draw Down(%) | NA | 1.7 | 5.0 | 11.0 | 11.0 | 11.0 | NA | NA | 13.8 | 5.0 | 10.7 | 2.1 | 9.3 | 1.4 | 2.1 | 4.4 | 2.8 | 3.9 | 3.3 | 11.0 | 2.4 | 3.3 | 5.4 | 4.1 | 13.8 | 4.2 | 3.8 | 3.1 | 6.8 | 0.6 |
Standard Deviation(%) | NA | 4.4 | 5.5 | 5.9 | 5.5 | 4.9 | NA | NA | 5.9 | 6.2 | 7.2 | 3.2 | 6.0 | 2.9 | 2.2 | 7.0 | 3.6 | 3.9 | 3.0 | 5.5 | 4.7 | 6.8 | 6.0 | 8.0 | 10.3 | 8.1 | 5.9 | 4.8 | 6.0 | 6.0 |
Treynor Ratio | NA | -0.09 | -0.04 | -0.03 | 0.02 | 0.02 | NA | NA | 0.03 | 0.01 | -0.13 | 0.09 | 0.15 | 0.08 | -0.04 | 0.02 | 0.09 | -0.02 | 0.01 | -0.1 | 0.07 | 0.15 | 0.06 | 0.11 | -0.01 | 0.08 | -0.04 | 0.0 | 0.06 | -0.03 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 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 | 0.0 | 0.0 | 0.01 |
Beta | NA | 0.78 | 0.83 | 0.76 | 0.72 | 0.7 | NA | NA | 0.84 | 0.84 | 0.75 | 0.58 | 0.64 | 0.66 | 0.61 | 0.78 | 0.65 | 0.64 | 0.62 | 0.88 | 0.97 | 0.91 | 0.99 | 0.97 | 0.9 | 1.11 | 0.94 | 0.96 | 0.96 | 0.98 |
RSquared | NA | 0.88 | 0.84 | 0.82 | 0.75 | 0.62 | NA | NA | 0.73 | 0.84 | 0.83 | 0.66 | 0.57 | 0.76 | 0.7 | 0.16 | 0.64 | 0.82 | 0.81 | 0.88 | 0.86 | 0.85 | 0.91 | 0.88 | 0.82 | 0.59 | 0.5 | 0.96 | 0.94 | 0.99 |
Yield(%) | N/A | 0.4 | 3.4 | 4.1 | 3.5 | 2.9 | 3.5 | 3.6 | N/A | 3.7 | 5.6 | 3.0 | 2.0 | 2.1 | 3.8 | 4.7 | 3.0 | 0.0 | 0.7 | 3.4 | 4.4 | 7.5 | 6.1 | 0.7 | 4.8 | 2.8 | 2.8 | 4.9 | 3.8 | 0.2 |
Dividend Growth(%) | N/A | -89.2 | -39.7 | 69.9 | 37.6 | -31.2 | N/A | N/A | N/A | -43.9 | 94.1 | 61.9 | 0.0 | -48.8 | -21.2 | 62.5 | N/A | -100.0 | -81.0 | -20.8 | -37.6 | 23.2 | 885.7 | -86.8 | 82.8 | -3.3 | -44.4 | 35.0 | 1900.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/03/2004
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 Inflation-Protected Bond Asset Class Trend Rankings |
Top Rated Funds in Inflation-Protected Bond
Best Mutual Funds
- VIPSX (VANGUARD INFLATION-PROTECTED SECURITIES FUND INVESTOR SHARES) 0.17% (98%)
- BPLBX (BlackRock Infl Prot bd Port BlackRock Cl) 0.11% (97%)
- BPRIX (BlackRock Inflation Protected Bond Instl) 0.10% (96%)
- HIPYX (THE HARTFORD INFLATION PLUS FUND CLASS Y) 0.30% (95%)
- APISX (SHORT DURATION INFLATION PROTECTION BOND FUND R5 CLASS) 0.10% (94%)
- AIANX (INFLATION-ADJUSTED BOND FUND R5 CLASS) 0.20% (93%)
- ACITX (INFLATION-ADJUSTED BOND FUND INVESTOR CLASS) 0.20% (92%)
- VAIPX (VANGUARD INFLATION-PROTECTED SECURITIES FUND ADMIRAL SHARES) 0.13% (91%)
- VIPIX (VANGUARD INFLATION-PROTECTED SECURITIES FUND INSTITUTIONAL SHARES) 0.11% (91%)
- APOIX (SHORT DURATION INFLATION PROTECTION BOND FUND INVESTOR CLASS) 0.10% (90%)
Best ETFs
- TIP (iShares TIPS Bond ETF) 0.15% (97%)
- SCHP (Schwab U.S. TIPS ETF) 0.16% (42%)
- STPZ (PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund) 0.06% (40%)
- TIPZ (PIMCO Broad U.S. TIPS Index Exchange-Traded Fund) 0.13% (39%)
- STIP (iShares 0-5 Year TIPS Bond ETF) 0.03% (38%)
- TDTF (FlexShares iBoxx 5-Year Target Duration TIPS Index Fund) 0.13% (37%)
- TDTT (FlexShares iBoxx 3-Year Target Duration TIPS Index Fund) 0.17% (36%)
- VTIP (Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares) 0.02% (4%)
Best Closed End Funds
- WIW (Western Asset Claymore Inflation Linked Opportunities and Income Closed Fund) 0.12% (100%)
- WIA (Western Asset/Claymore Infl Linked Securities and Income Closed Fund) 0.13% (99%)