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HISCX: HARTFORD SMALL CAP GROWTH HLS FUND IA (MUTUAL FUND)
Basic Info 26.69 0.02(0.07%) May 13
Asset Class: | Small Growth |
MyPlanIQ Rating: | (74%) |
Start Date: | 12/28/1994 |
Last Dividend Date: | 08/26/2022 |
12-Mo. Yield | 0.00% |
Expenses | 0.64% |
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Performance Analytics (As of 05/13/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/11/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 3.8 | 17.4 | -3.1 | 6.0 | 5.8 | 10.9 | 5.9 | 8.1 | 18.4 | -29.0 | 4.3 | 33.2 | 35.5 | -11.7 | 20.1 | 12.4 | -0.6 | -14.3 | 28.1 | 17.4 | 1.4 | 36.5 | 35.3 | -38.2 | -10.0 | -0.4 | 3.1 | 15.4 | 50.0 | -28.8 | -30.7 | -29.8 | 102.4 | 21.2 | 1.4 | 7.6 | 29.9 | 1.0 |
Sharpe Ratio | NA | 0.39 | 0.72 | -0.23 | 0.15 | 0.19 | NA | NA | 0.17 | 0.77 | -0.95 | 0.19 | 0.81 | 1.07 | -0.64 | 1.65 | 0.65 | -0.04 | -0.52 | 1.44 | 0.99 | 0.04 | 1.53 | 1.1 | -0.91 | -0.6 | -0.2 | 0.05 | 0.81 | 2.46 | -1.03 | -0.91 | -0.6 | 3.76 | 0.7 | -0.11 | 0.22 | 1.64 | 22.6 |
Draw Down(%) | NA | 9.1 | 16.9 | 39.4 | 40.7 | 40.7 | NA | NA | 83.7 | 16.9 | 34.8 | 13.3 | 40.2 | 18.6 | 29.6 | 6.2 | 17.7 | 15.9 | 29.7 | 15.0 | 13.8 | 29.1 | 16.6 | 27.9 | 51.5 | 21.8 | 17.9 | 10.3 | 18.1 | 16.5 | 43.3 | 51.1 | 60.2 | 14.6 | 38.1 | 25.8 | 18.1 | 10.9 | 0.0 |
Standard Deviation(%) | NA | 19.0 | 18.2 | 24.2 | 30.2 | 25.5 | NA | NA | 27.0 | 18.6 | 32.2 | 22.2 | 40.7 | 31.9 | 20.2 | 11.9 | 18.7 | 17.8 | 27.6 | 19.5 | 17.7 | 32.9 | 23.8 | 32.0 | 42.8 | 21.9 | 18.5 | 18.0 | 17.9 | 20.1 | 29.0 | 36.6 | 56.7 | 26.4 | 25.4 | 19.4 | 18.2 | 15.9 | 11.5 |
Treynor Ratio | NA | 0.07 | 0.14 | -0.06 | 0.04 | 0.05 | NA | NA | 0.04 | 0.15 | -0.32 | 0.04 | 0.31 | 0.36 | -0.13 | 0.18 | 0.12 | -0.01 | -0.13 | 0.27 | 0.17 | 0.01 | 0.37 | 0.36 | -0.4 | -0.12 | -0.04 | 0.01 | 0.15 | 0.5 | -0.27 | -0.27 | -0.25 | 0.72 | 0.18 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | NA | NA | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.03 | -0.02 | -0.01 | 0.01 | 0.01 | -0.07 | -0.03 | 0.0 | 0.01 | 0.02 | -0.01 | 0.01 | -0.08 | -0.05 | -0.02 | 0.0 | 0.02 | -0.06 | -0.13 | -0.09 | 0.19 | 0.08 | NA | NA | NA | NA |
Beta | NA | 1.01 | 0.96 | 0.96 | 1.0 | 1.02 | NA | NA | 1.05 | 0.93 | 0.96 | 1.03 | 1.05 | 0.95 | 1.03 | 1.11 | 1.05 | 1.09 | 1.11 | 1.04 | 1.02 | 1.01 | 0.99 | 0.97 | 0.98 | 1.08 | 0.99 | 1.07 | 0.95 | 0.98 | 1.12 | 1.23 | 1.36 | 1.39 | 0.98 | NA | NA | NA | NA |
RSquared | NA | 0.93 | 0.95 | 0.94 | 0.78 | 0.78 | NA | NA | 0.78 | 0.95 | 0.95 | 0.92 | 0.97 | 0.22 | 0.97 | 0.93 | 0.95 | 0.95 | 0.45 | 0.61 | 0.98 | 0.99 | 0.98 | 0.99 | 0.98 | 0.84 | 0.83 | 0.8 | 0.96 | 0.91 | 0.93 | 0.74 | 0.76 | 0.67 | 0.71 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 7.1 | 9.3 | 6.7 | 12.3 | 6.1 | N/A | 0.0 | 13.0 | 8.5 | 3.8 | 21.3 | 6.4 | 0.0 | 4.9 | 11.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.2 | 0.0 | 0.2 | 0.5 | 0.4 |
Dividend Growth(%) | N/A | N/A | -100.0 | -10.3 | 132.7 | N/A | N/A | N/A | N/A | -100.0 | 49.8 | 184.8 | -80.3 | 171.8 | 20800.0 | -99.2 | -61.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -66.7 | N/A | -100.0 | -60.0 | 25.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/11/2002
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