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HTHTX: Hartford Target Retirement 2030 R5 (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2026-2030 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/27/2006 |
Last Dividend Date: | 12/31/2013 |
12-Mo. Yield | 5.89% |
Expenses | 0.85% |
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Performance Analytics (As of 06/25/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 12/27/2006 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -6.5 | 11.1 | 7.9 | 12.2 | 4.4 | -2.4 | 17.0 | 15.0 | -2.4 | 15.1 | 29.1 | -34.2 | 10.3 | -0.4 |
Sharpe Ratio | NA | 1.11 | 0.58 | 0.87 | 0.21 | -0.4 | 2.07 | 1.46 | -0.12 | 0.99 | 1.29 | -1.11 | 0.56 | -18.88 |
Draw Down(%) | NA | 6.9 | 17.9 | 18.7 | 48.7 | 6.9 | 6.6 | 9.1 | 18.7 | 12.6 | 21.3 | 44.8 | 8.7 | 0.4 |
Standard Deviation(%) | NA | 10.0 | 13.7 | 13.9 | 18.4 | 12.3 | 8.2 | 10.3 | 19.4 | 15.2 | 22.5 | 31.4 | 13.1 | 2.3 |
Treynor Ratio | NA | 0.12 | 0.08 | 0.13 | 0.04 | -0.05 | 0.18 | 0.16 | -0.02 | 0.15 | 0.3 | -0.39 | 0.08 | -0.66 |
Alpha | NA | -0.03 | -0.01 | -0.01 | 0.0 | -0.06 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.02 | 0.01 | -0.05 |
Beta | NA | 0.93 | 0.95 | 0.97 | 0.93 | 0.93 | 0.92 | 0.97 | 0.96 | 0.99 | 0.95 | 0.9 | 0.93 | 0.67 |
RSquared | NA | 0.54 | 0.86 | 0.91 | 0.95 | 0.38 | 0.96 | 0.98 | 0.91 | 0.99 | 0.97 | 0.99 | 0.98 | 1.0 |
Yield(%) | N/A | 5.6 | 4.5 | 4.3 | N/A | 0.0 | 5.6 | 6.6 | 1.5 | 1.2 | 1.4 | 1.3 | 5.0 | 0.0 |
Dividend Growth(%) | N/A | -8.2 | 309.4 | N/A | N/A | -100.0 | -8.2 | 335.7 | 40.0 | 11.1 | -30.8 | -72.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2006
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