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IHOTX: THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND CLASS R5 (MUTUAL FUND)
Basic Info 22.71 0.04(0.18%) July 03
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (68%) |
| Start Date: | 12/27/2006 |
| Last Dividend Date: | 12/27/2024 |
| 12-Mo. Yield | 1.49% |
| Expenses | 0.79% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/27/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.9 | 18.8 | 17.1 | 14.3 | 8.0 | 5.6 | 7.1 | 5.0 | 8.4 | 11.9 | -18.0 | -1.0 | 20.6 | 26.1 | -18.8 | 24.6 | 1.1 | 1.5 | -4.4 | 20.8 | 19.5 | -13.4 | 14.9 | 32.9 | -42.6 | 26.9 | 0.1 |
| Sharpe Ratio | NA | 1.97 | 0.81 | 0.71 | 0.36 | 0.24 | NA | 0.19 | 0.14 | 0.59 | -0.92 | -0.06 | 0.68 | 2.19 | -1.33 | 2.8 | 0.05 | 0.09 | -0.38 | 1.64 | 1.21 | -0.5 | 0.68 | 1.1 | -1.07 | 1.26 | 1.28 |
| Draw Down(%) | NA | 14.1 | 14.1 | 15.8 | 37.2 | 37.2 | NA | 58.2 | 8.3 | 11.6 | 29.9 | 14.2 | 32.9 | 7.5 | 27.4 | 2.8 | 12.6 | 13.6 | 13.0 | 8.9 | 12.9 | 25.0 | 17.7 | 27.3 | 53.8 | 13.7 | 0.1 |
| Standard Deviation(%) | NA | 19.3 | 17.1 | 15.6 | 16.5 | 17.3 | NA | 20.5 | 12.8 | 13.0 | 21.3 | 16.5 | 29.8 | 11.3 | 15.2 | 8.6 | 17.3 | 15.2 | 11.7 | 12.6 | 16.1 | 26.7 | 21.9 | 30.0 | 40.4 | 19.1 | 3.2 |
| Treynor Ratio | NA | 0.37 | 0.13 | 0.11 | 0.06 | 0.04 | NA | 0.04 | 0.02 | 0.08 | -0.2 | -0.01 | 0.27 | 0.24 | -0.18 | 0.23 | 0.01 | 0.01 | -0.04 | 0.21 | 0.21 | -0.14 | 0.15 | 0.32 | -0.45 | 0.23 | 0.05 |
| Alpha | NA | -0.02 | 0.0 | 0.0 | -0.01 | 0.0 | NA | 0.0 | 0.01 | -0.02 | -0.03 | -0.05 | 0.06 | 0.01 | -0.01 | -0.01 | -0.01 | 0.02 | 0.0 | 0.0 | 0.01 | -0.01 | 0.02 | 0.0 | -0.02 | 0.05 | 0.1 |
| Beta | NA | 1.04 | 1.04 | 0.97 | 0.98 | 0.93 | NA | 0.97 | 0.99 | 0.96 | 0.97 | 1.03 | 0.75 | 1.01 | 1.1 | 1.06 | 0.97 | 0.96 | 1.01 | 0.97 | 0.95 | 0.97 | 1.02 | 1.03 | 0.96 | 1.05 | 0.88 |
| RSquared | NA | 0.95 | 0.95 | 0.94 | 0.87 | 0.77 | NA | 0.88 | 0.92 | 0.93 | 0.95 | 0.65 | 0.47 | 0.91 | 0.94 | 0.84 | 0.96 | 0.95 | 0.94 | 0.95 | 0.97 | 0.98 | 0.98 | 0.97 | 0.95 | 0.87 | 1.0 |
| Yield(%) | N/A | 0.0 | 1.5 | 1.6 | 1.4 | 2.2 | 3.7 | N/A | 1.6 | 1.8 | 0.7 | 1.5 | 0.7 | 1.9 | 3.2 | 5.8 | 1.4 | 2.6 | 11.8 | 5.1 | 1.7 | 1.5 | 1.1 | 1.1 | 1.6 | 19.2 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 0.3 | 4.2 | -50.2 | N/A | N/A | N/A | 0.3 | 102.1 | -53.0 | 141.3 | -52.1 | -54.6 | -33.5 | 318.8 | -46.7 | -81.3 | 160.2 | 242.3 | 0.4 | 56.4 | 34.2 | -62.5 | -91.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2006
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