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IHCAX: THE HARTFORD CAPITAL APPRECIATION FUND CLASS B (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/16/1997 |
| Last Dividend Date: | 12/11/2015 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.95% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/16/1997 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 2.6 | 7.5 | 9.6 | 7.9 | 9.0 | 14.8 | 3.2 | 0.5 | 6.4 | 40.5 | 19.2 | -16.0 | 12.0 | 41.7 | -46.5 | 15.2 | 14.8 | 14.2 | 17.1 | 39.3 | -23.5 | -7.4 | 7.6 | 65.6 | 2.5 | 19.4 |
| Sharpe Ratio | NA | 1.88 | 0.46 | 0.98 | 0.18 | NA | NA | 0.37 | 2.42 | 0.19 | 0.03 | 0.49 | 3.12 | 1.26 | -0.59 | 0.66 | 1.46 | -1.14 | 0.66 | 0.94 | 1.09 | 1.15 | 2.55 | -1.05 | -0.44 | 0.12 | 3.61 | -0.03 | 2.0 |
| Draw Down(%) | NA | 4.3 | 20.6 | 20.6 | 59.6 | NA | NA | 59.6 | 3.4 | 15.3 | 14.3 | 10.0 | 6.4 | 14.3 | 28.9 | 17.0 | 25.2 | 57.1 | 12.5 | 12.7 | 9.5 | 10.0 | 14.8 | 34.9 | 29.9 | 27.0 | 11.9 | 38.2 | 14.6 |
| Standard Deviation(%) | NA | 8.6 | 14.2 | 13.6 | 22.4 | NA | NA | 20.8 | 8.3 | 15.4 | 15.8 | 13.0 | 13.0 | 15.3 | 27.3 | 18.1 | 28.5 | 41.6 | 18.5 | 12.2 | 11.0 | 14.0 | 15.2 | 23.4 | 22.7 | 29.0 | 17.3 | 23.3 | 17.4 |
| Treynor Ratio | NA | 0.15 | 0.06 | 0.12 | 0.04 | NA | NA | 0.07 | 0.18 | 0.03 | 0.0 | 0.06 | 0.36 | 0.17 | -0.14 | 0.12 | 0.41 | -0.48 | 0.11 | 0.1 | 0.12 | 0.14 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.02 | -0.01 | -0.03 | NA | NA | 0.01 | 0.0 | -0.04 | 0.0 | -0.03 | 0.01 | 0.0 | -0.07 | -0.01 | 0.04 | -0.06 | 0.03 | -0.01 | 0.03 | 0.03 | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.08 | 1.06 | 1.08 | 1.05 | NA | NA | 1.05 | 1.11 | 1.14 | 1.0 | 1.09 | 1.12 | 1.13 | 1.14 | 0.98 | 1.02 | 0.99 | 1.13 | 1.12 | 0.98 | 1.16 | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.9 | 0.95 | 0.94 | 0.95 | NA | NA | 0.6 | 0.89 | 0.95 | 0.96 | 0.94 | 0.92 | 0.9 | 0.97 | 0.97 | 0.96 | 0.95 | 0.92 | 0.86 | 0.83 | 0.79 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 12.3 | 12.3 | 5.5 | 10.2 | 8.5 | N/A | 0.0 | 0.0 | 10.2 | 31.3 | 6.1 | 0.1 | 0.8 | 0.0 | 0.0 | 0.1 | 10.9 | 9.0 | 10.9 | 0.0 | 0.0 | 0.0 | 0.1 | 18.4 | 9.6 | 0.7 | 4.5 |
| Dividend Growth(%) | N/A | -100.0 | 629.6 | 335.7 | 45.6 | N/A | N/A | N/A | N/A | -100.0 | -75.3 | 568.8 | 13321.4 | -94.5 | N/A | N/A | -100.0 | -98.7 | 22.8 | -11.3 | N/A | N/A | N/A | -100.0 | -99.3 | 194.8 | 1379.1 | -83.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/1997
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