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HTMTX: Hartford Target Retirement 2040 R5 (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2036-2040 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/04/2008 |
Last Dividend Date: | 12/31/2013 |
12-Mo. Yield | 3.93% |
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 11/04/2008 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -22.4 | -6.2 | 2.5 | 9.2 | 8.1 | -18.9 | 20.2 | 15.9 | -2.9 | 15.9 | 32.0 | -7.5 |
Sharpe Ratio | NA | -0.17 | 0.08 | 0.31 | 0.35 | -0.94 | 2.22 | 1.4 | -0.13 | 0.93 | 1.26 | -0.75 |
Draw Down(%) | NA | 22.8 | 22.8 | 22.8 | 26.9 | 22.8 | 6.9 | 10.3 | 21.0 | 14.0 | 23.5 | 23.6 |
Standard Deviation(%) | NA | 35.7 | 28.8 | 29.2 | 22.9 | 37.6 | 9.1 | 11.4 | 22.0 | 17.0 | 25.4 | 53.1 |
Treynor Ratio | NA | -0.07 | 0.03 | 0.09 | 0.08 | -0.38 | 0.23 | 0.17 | -0.03 | 0.16 | 0.32 | -0.41 |
Alpha | NA | -0.12 | -0.06 | -0.05 | -0.03 | -0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.02 |
Beta | NA | 0.93 | 0.97 | 0.99 | 0.99 | 0.92 | 0.89 | 0.93 | 1.0 | 1.01 | 1.0 | 0.97 |
RSquared | NA | 0.08 | 0.35 | 0.39 | 0.75 | 0.07 | 0.97 | 0.98 | 0.98 | 0.99 | 0.97 | 0.99 |
Yield(%) | N/A | 5.3 | 4.5 | 4.5 | N/A | 0.0 | 5.5 | 4.6 | 3.7 | 2.1 | 1.2 | 1.2 |
Dividend Growth(%) | N/A | 32.8 | N/A | N/A | N/A | -100.0 | 32.8 | 15.1 | 103.8 | 136.4 | -8.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/04/2008
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