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HRASX: THE HARTFORD GROWTH ALLOCATION FUND CLASS R4 (MUTUAL FUND)
Basic Info 13.97 0(0.0%) May 13
Asset Class: | Aggressive Allocation |
MyPlanIQ Rating: | (35%) |
Start Date: | 12/27/2006 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 1.67% |
Expenses | 1.10% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/27/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 7.1 | 17.4 | 2.8 | 6.9 | 5.8 | 8.5 | 5.4 | 14.9 | -16.3 | 13.5 | 13.0 | 18.5 | -7.4 | 18.4 | 5.2 | -3.7 | 1.5 | 20.3 | 15.5 | -4.3 | 14.8 | 28.7 | -34.6 | 11.0 | -0.4 |
Sharpe Ratio | NA | 1.88 | 1.42 | 0.01 | 0.32 | 0.34 | NA | 0.29 | 1.1 | -0.98 | 0.96 | 0.48 | 1.75 | -0.72 | 2.87 | 0.41 | -0.32 | 0.16 | 2.14 | 1.4 | -0.22 | 0.99 | 1.28 | -1.14 | 0.6 | -16.01 |
Draw Down(%) | NA | 4.4 | 9.5 | 25.6 | 30.5 | 30.5 | NA | 48.9 | 9.5 | 23.2 | 7.0 | 30.5 | 5.5 | 16.2 | 2.1 | 11.2 | 13.4 | 8.4 | 7.1 | 9.8 | 19.6 | 12.5 | 21.3 | 45.0 | 8.7 | 0.4 |
Standard Deviation(%) | NA | 9.2 | 9.5 | 14.2 | 16.8 | 14.0 | NA | 16.0 | 9.8 | 18.1 | 14.0 | 26.3 | 9.8 | 12.1 | 6.2 | 12.0 | 11.6 | 9.1 | 9.5 | 11.1 | 19.8 | 14.9 | 22.4 | 31.0 | 13.4 | 2.7 |
Treynor Ratio | NA | 0.16 | 0.12 | 0.0 | 0.04 | 0.04 | NA | 0.04 | 0.1 | -0.17 | 0.1 | 0.1 | 0.13 | -0.07 | 0.13 | 0.03 | -0.03 | 0.01 | 0.15 | 0.11 | -0.03 | 0.11 | 0.22 | -0.27 | 0.06 | -0.25 |
Alpha | NA | 0.02 | 0.0 | 0.0 | -0.01 | -0.01 | NA | -0.01 | -0.01 | 0.01 | -0.02 | -0.02 | -0.03 | -0.01 | 0.0 | -0.03 | -0.02 | -0.04 | -0.01 | 0.0 | -0.04 | -0.01 | 0.01 | -0.03 | 0.01 | 0.17 |
Beta | NA | 1.09 | 1.08 | 1.1 | 1.18 | 1.21 | NA | 1.28 | 1.04 | 1.07 | 1.3 | 1.26 | 1.28 | 1.2 | 1.42 | 1.47 | 1.25 | 1.29 | 1.31 | 1.46 | 1.44 | 1.39 | 1.33 | 1.31 | 1.43 | 1.69 |
RSquared | NA | 0.95 | 0.94 | 0.81 | 0.89 | 0.89 | NA | 0.93 | 0.92 | 0.9 | 0.61 | 0.98 | 0.87 | 0.94 | 0.83 | 0.92 | 0.88 | 0.89 | 0.9 | 0.93 | 0.98 | 0.98 | 0.96 | 0.98 | 0.95 | 1.0 |
Yield(%) | N/A | 0.0 | 1.7 | 4.7 | 4.7 | 5.3 | 7.0 | N/A | 1.7 | 5.0 | 8.2 | 4.3 | 1.6 | 3.3 | 2.7 | 0.5 | 6.5 | 24.7 | 0.7 | 2.9 | 1.0 | 1.1 | 0.9 | 3.0 | 10.4 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -72.9 | 81.2 | -44.2 | N/A | N/A | N/A | -73.0 | -34.5 | 105.5 | 205.6 | -56.1 | 41.4 | 480.0 | -93.2 | -79.6 | 3877.8 | -71.9 | 166.7 | 9.1 | 57.1 | -81.6 | -71.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2006
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