Find A Portfolio/Ticker
Comparison Box
HMDYX: THE HARTFORD MIDCAP FUND CLASS Y (MUTUAL FUND)
Basic Info 36.43 0.4(1.11%) July 25
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 08/05/1999 |
| Last Dividend Date: | 12/11/2024 |
| 12-Mo. Yield | 4.83% |
| Expenses | 0.86% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/25/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/05/1999 |
2024 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.3 | 4.8 | 11.6 | 7.4 | 2.3 | 6.2 | 9.3 | 8.0 | 8.9 | 1.5 | 12.6 | -29.2 | 0.0 | 14.1 | 32.7 | -7.6 | 24.4 | 11.9 | 1.6 | 11.0 | 39.6 | 19.4 | -8.0 | 23.6 | 30.5 | -35.5 | 15.1 | 11.6 | 17.0 | 16.5 | 36.6 | -14.5 | -4.3 | 10.8 | 24.5 |
| Sharpe Ratio | NA | 0.2 | 0.34 | 0.19 | 0.01 | 0.21 | NA | NA | 0.35 | -0.3 | 0.48 | -1.05 | 0.0 | 0.36 | 2.07 | -0.49 | 2.46 | 0.71 | 0.1 | 0.78 | 2.98 | 1.28 | -0.28 | 1.19 | 1.12 | -0.95 | 0.74 | 0.64 | 1.22 | 1.19 | 2.17 | -0.64 | -0.29 | 0.21 | 3.37 |
| Draw Down(%) | NA | 25.2 | 26.8 | 26.8 | 39.0 | 39.0 | NA | NA | 50.8 | 12.6 | 16.3 | 31.0 | 14.9 | 38.0 | 8.2 | 24.4 | 4.7 | 13.8 | 11.1 | 11.7 | 6.6 | 11.2 | 28.5 | 14.9 | 22.3 | 49.7 | 12.1 | 13.2 | 8.1 | 11.0 | 11.6 | 31.1 | 26.9 | 21.3 | 8.2 |
| Standard Deviation(%) | NA | 28.9 | 24.6 | 21.7 | 22.3 | 21.9 | NA | NA | 21.7 | 16.8 | 17.7 | 29.3 | 19.1 | 38.4 | 15.1 | 18.3 | 9.7 | 16.6 | 15.6 | 14.1 | 13.3 | 15.2 | 28.1 | 19.8 | 27.1 | 38.1 | 16.5 | 13.1 | 12.2 | 13.1 | 16.5 | 24.3 | 23.1 | 31.3 | 20.0 |
| Treynor Ratio | NA | 0.05 | 0.08 | 0.04 | 0.0 | 0.05 | NA | NA | 0.08 | -0.05 | 0.09 | -0.36 | 0.0 | 0.14 | 0.3 | -0.09 | 0.22 | 0.12 | 0.02 | 0.11 | 0.41 | 0.21 | -0.08 | 0.26 | 0.34 | -0.46 | 0.13 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.08 | -0.07 | -0.03 | -0.03 | -0.02 | NA | NA | 0.01 | -0.05 | -0.03 | -0.02 | -0.05 | -0.06 | -0.01 | -0.01 | 0.0 | 0.02 | 0.01 | -0.01 | 0.03 | 0.02 | -0.02 | -0.01 | -0.02 | 0.02 | 0.0 | 0.02 | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.12 | 1.09 | 1.02 | 0.92 | 0.96 | NA | NA | 0.92 | 1.0 | 0.99 | 0.86 | 0.77 | 1.0 | 1.05 | 0.98 | 1.08 | 1.0 | 0.96 | 1.0 | 0.97 | 0.91 | 0.98 | 0.89 | 0.89 | 0.8 | 0.94 | 0.84 | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.95 | 0.95 | 0.93 | 0.81 | 0.87 | NA | NA | 0.69 | 0.82 | 0.89 | 0.89 | 0.55 | 0.86 | 0.94 | 0.95 | 0.83 | 0.93 | 0.94 | 0.95 | 0.94 | 0.93 | 0.98 | 0.97 | 0.97 | 0.95 | 0.96 | 0.18 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 4.9 | 4.5 | 2.5 | 4.6 | 7.2 | 6.3 | N/A | 4.9 | 2.0 | 5.2 | 0.6 | 0.0 | 5.5 | 9.5 | 4.7 | 2.9 | 6.7 | 9.5 | 9.0 | 7.0 | 10.6 | 0.0 | 0.0 | 0.0 | 17.5 | 15.8 | 17.7 | 2.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 182.4 | 139.3 | -47.9 | -34.5 | N/A | N/A | N/A | 182.4 | -73.7 | 775.5 | N/A | -100.0 | -52.1 | 140.5 | 81.3 | -59.6 | -27.7 | 32.9 | 44.1 | -46.2 | N/A | N/A | N/A | -100.0 | 3.6 | -9.1 | 828.8 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/05/1999
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 Mid-Cap Growth Asset Class Trend Rankings |
Top Rated Funds in Mid-Cap Growth
Best Mutual Funds
- MVALX (MERIDIAN CONTRARIAN FUND LEGACY CLASS) 0.23% (100%)
- NICSX (NICHOLAS FUND INC NICHOLAS FUND INC) 0.49% (100%)
- FAMVX (FAM VALUE FUND INVESTOR CLASS) 0.26% (99%)
- VMGIX (VANGUARD MID-CAP GROWTH INDEX FUND INVESTOR SHARES) 0.91% (98%)
- BPTRX (BARON PARTNERS FUND BARON PARTNERS FUND) 1.64% (98%)
- NBGEX (NEUBERGER BERMAN GENESIS FUND TRUST CLASS) 0.54% (96%)
- SMIFX (SOUND MIND INVESTING FUND SOUND MIND INVESTING FUND) 0.0% (96%)
- TWHIX (HERITAGE FUND INVESTOR CLASS) 0.99% (96%)
- RPFIX (ROYCE PREMIER FUND INSTITUTIONAL CLASS) 0.97% (96%)
- RPRCX (ROYCE PREMIER FUND CONSULTANT CLASS) 0.85% (95%)
Best ETFs
- FAD (First Trust Multi Cap Growth AlphaDEX Fund) 0.73% (98%)
- IJK (iShares S&P Mid-Cap 400 Growth ETF) 1.33% (98%)
- IWP (iShares Russell Mid-Cap Growth ETF) 1.09% (97%)
- PDP (Invesco Dorsey Wright Momentum ETF) 1.35% (97%)
- RFG (Invesco S&P Midcap 400 Pure Growth ETF) 1.72% (97%)
- VOT (Vanguard Mid-Cap Growth ETF) 0.85% (97%)
- IVOG (Vanguard S&P Mid-Cap 400 Growth ETF) 1.51% (26%)
- MDYG (SPDR S&P 400 Mid Cap Growth ETF) 1.22% (23%)
- FNY (First Trust Mid Cap Growth AlphaDEX Fund) 0.58% (23%)
Best Closed End Funds
- GDL (GDL Closed Fund) 0.24% (99%)
- ASG (Liberty All Star Growth Closed Fund) 1.85% (99%)
- SOR (Source Capital Closed Fund) 0.16% (99%)
Latest Articles Related to HMDYX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
