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HIPYX: THE HARTFORD INFLATION PLUS FUND CLASS Y (MUTUAL FUND)
Basic Info 10.46 0.01(0.10%) July 11
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 12/22/2003 |
| Last Dividend Date: | 05/29/2025 |
| 12-Mo. Yield | 2.58% |
| Expenses | 0.57% |
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Performance Analytics (As of 07/11/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/22/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 4.4 | 5.2 | 3.6 | 2.5 | 2.9 | 2.8 | 3.4 | 3.6 | 2.2 | 5.1 | -8.7 | 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 | 1.47 | 0.54 | 0.04 | 0.1 | 0.31 | NA | NA | 0.41 | -0.35 | 0.23 | -1.41 | 1.58 | 1.72 | 1.84 | -1.08 | 0.21 | 1.61 | -0.31 | 0.28 | -1.61 | 1.43 | 1.96 | 1.03 | 1.34 | -0.13 | 1.06 | -0.58 | -0.01 | 0.98 | -0.57 |
| Draw Down(%) | NA | 2.7 | 3.2 | 7.1 | 11.4 | 11.4 | NA | NA | 13.8 | 3.2 | 5.0 | 11.0 | 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 | 3.8 | 3.6 | 5.5 | 5.0 | 4.8 | NA | NA | 5.8 | 4.0 | 6.2 | 7.2 | 3.2 | 5.4 | 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 | 0.08 | 0.03 | 0.0 | 0.01 | 0.02 | NA | NA | 0.03 | -0.02 | 0.02 | -0.14 | 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 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.01 | 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 | 0.7 | 0.7 | 0.8 | 0.75 | 0.71 | NA | NA | 0.84 | 0.78 | 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 | 0.87 | 0.8 | 0.85 | 0.81 | 0.64 | NA | NA | 0.73 | 0.79 | 0.84 | 0.84 | 0.67 | 0.7 | 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 | 1.5 | 2.6 | 3.5 | 3.6 | 3.2 | 3.4 | 3.6 | N/A | 3.1 | 3.5 | 5.3 | 2.9 | 2.0 | 2.1 | 3.8 | 4.7 | 3.1 | 0.0 | 0.7 | 3.4 | 4.5 | 7.5 | 6.1 | 1.5 | 5.3 | 4.8 | 2.9 | 5.1 | 3.8 | 0.2 |
| Dividend Growth(%) | N/A | -53.0 | -27.1 | 0.1 | 35.2 | -23.7 | N/A | N/A | N/A | -11.3 | -43.1 | 86.1 | 59.0 | 0.5 | -48.9 | -21.5 | 59.8 | N/A | -100.0 | -82.4 | -22.2 | -36.8 | 23.5 | 358.9 | -74.4 | 18.3 | 62.7 | -44.8 | 37.5 | 1652.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/2003
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