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HSLAX: THE HARTFORD SMALL CAP GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 42.56 0.12(0.28%) May 17
Asset Class: | Small Growth |
MyPlanIQ Rating: | (31%) |
Start Date: | 02/15/2002 |
Last Dividend Date: | 12/11/2023 |
12-Mo. Yield | 3.74% |
Expenses | 0.89% |
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Performance Analytics (As of 05/17/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/15/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.5 | 5.1 | 16.9 | -3.1 | 6.2 | 7.6 | 12.6 | 8.3 | 8.0 | 17.7 | -29.1 | 3.1 | 31.9 | 35.3 | -13.1 | 19.7 | 11.7 | -1.5 | 6.6 | 43.9 | 16.4 | -0.1 | 34.5 | 32.6 | -37.6 | -2.4 | 5.5 | 9.7 | 15.1 | 49.3 | -23.0 |
Sharpe Ratio | NA | 0.55 | 0.72 | -0.23 | 0.17 | 0.28 | NA | NA | 0.29 | 0.73 | -0.95 | 0.14 | 0.77 | 1.95 | -0.71 | 1.62 | 0.61 | -0.09 | 0.38 | 2.95 | 0.94 | 0.0 | 1.45 | 1.02 | -0.89 | -0.28 | 0.13 | 0.49 | 0.78 | 2.44 | -0.89 |
Draw Down(%) | NA | 9.2 | 17.1 | 39.9 | 40.7 | 40.7 | NA | NA | 59.2 | 17.1 | 35.1 | 13.4 | 40.7 | 10.0 | 30.5 | 6.0 | 17.9 | 15.9 | 13.3 | 4.7 | 13.8 | 29.4 | 17.0 | 27.7 | 51.7 | 17.2 | 18.3 | 10.5 | 18.5 | 16.7 | 43.5 |
Standard Deviation(%) | NA | 18.8 | 18.1 | 24.0 | 27.7 | 23.1 | NA | NA | 24.1 | 18.7 | 32.2 | 21.9 | 40.9 | 17.4 | 20.3 | 11.8 | 18.8 | 17.7 | 17.3 | 14.9 | 17.6 | 32.7 | 23.8 | 31.7 | 43.1 | 19.4 | 16.9 | 15.5 | 18.2 | 19.9 | 30.2 |
Treynor Ratio | NA | 0.1 | 0.14 | -0.06 | 0.05 | 0.06 | NA | NA | 0.07 | 0.15 | -0.32 | 0.03 | 0.3 | 0.32 | -0.14 | 0.17 | 0.11 | -0.01 | 0.06 | 0.43 | 0.16 | 0.0 | 0.35 | 0.34 | -0.39 | -0.05 | 0.02 | 0.07 | 0.15 | 0.5 | -0.24 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | NA | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.03 | -0.01 | 0.0 | 0.01 | 0.01 | 0.02 | 0.0 | 0.01 | 0.01 | -0.02 | 0.01 | -0.05 | -0.02 | 0.0 | 0.0 | 0.02 | -0.05 |
Beta | NA | 1.02 | 0.96 | 0.97 | 1.01 | 1.03 | NA | NA | 1.01 | 0.94 | 0.97 | 1.01 | 1.06 | 1.07 | 1.04 | 1.11 | 1.05 | 1.08 | 1.08 | 1.01 | 1.01 | 1.01 | 0.99 | 0.96 | 0.98 | 1.03 | 0.98 | 1.02 | 0.97 | 0.98 | 1.13 |
RSquared | NA | 0.96 | 0.96 | 0.96 | 0.96 | 0.96 | NA | NA | 0.96 | 0.95 | 0.98 | 0.9 | 0.97 | 0.94 | 0.97 | 0.93 | 0.95 | 0.95 | 0.96 | 0.96 | 0.98 | 0.99 | 0.99 | 0.99 | 0.98 | 0.95 | 0.97 | 0.96 | 0.96 | 0.92 | 0.93 |
Yield(%) | N/A | 0.0 | 3.7 | 7.5 | 8.4 | 8.6 | 16.2 | 10.1 | N/A | 4.0 | 0.0 | 20.3 | 8.7 | 2.0 | 21.1 | 5.6 | 0.7 | 8.1 | 4.5 | 9.4 | 0.0 | 0.0 | 0.2 | 0.0 | 0.0 | 10.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | -20.2 | -11.3 | 480.8 | N/A | N/A | N/A | N/A | -100.0 | 180.8 | 476.0 | -93.7 | 334.3 | 783.9 | -92.1 | 85.4 | -38.2 | N/A | N/A | -100.0 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/15/2002
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