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HIPYX: Hartford Inflation Plus Y (MUTUAL FUND)
Basic Info 10.16 0.02(0.20%) May 31
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 12/22/2003 |
| Last Dividend Date: | 04/27/2023 |
| 12-Mo. Yield | 5.45% |
| Expenses | 0.87% |
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Performance Analytics (As of 05/26/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.8 | 2.3 | 0.2 | 2.8 | 3.4 | 1.8 | 3.1 | 3.5 | -6.5 | 2.2 | 9.5 | 6.9 | -1.0 | 1.9 | 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 |
| SR | NA | 0.02 | -0.42 | 0.31 | 0.44 | 0.2 | NA | 0.46 | -1.07 | 0.54 | 1.55 | 1.86 | -1.06 | 0.19 | 1.61 | -0.31 | 0.28 | -1.61 | 1.43 | 1.96 | 1.03 | 1.34 | -0.13 | 1.08 | -0.56 | 0.01 | 0.98 | -0.55 |
| DD(%) | NA | 2.8 | 5.9 | 8.8 | 9.3 | 9.3 | NA | 13.8 | 8.5 | 3.0 | 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 |
| SD(%) | NA | 6.7 | 7.5 | 5.5 | 5.1 | 4.9 | NA | 5.9 | 7.4 | 4.0 | 6.0 | 2.9 | 2.2 | 6.9 | 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 |
| TR | NA | 0.0 | -0.05 | 0.03 | 0.04 | 0.01 | NA | 0.03 | -0.12 | 0.05 | 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 | -0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.02 | -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 | 0.84 | 0.7 | 0.62 | 0.63 | 0.66 | NA | 0.82 | 0.64 | 0.44 | 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 |
| RS | NA | 0.83 | 0.7 | 0.61 | 0.65 | 0.58 | NA | 0.7 | 0.67 | 0.36 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/03/2004
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See Inflation-Protected Bond Asset Class Trend Rankings |
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Best ETFs
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- TDTF (FlexShares iBoxx 5Yr Target Dur TIPS ETF) 0.17% (37%)
- TDTT (FlexShares iBoxx 3Yr Target Dur TIPS ETF) 0.21% (36%)
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Best Closed End Funds
- WIW (Western/Claymore Infl-Lnk Opps Common) 0.22% (100%)
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