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IHOTX: THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND CLASS R5 (MUTUAL FUND)
Basic Info 18.94 0.28(1.50%) May 02
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (68%) |
Start Date: | 12/27/2006 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 0.80% |
Expenses | 0.79% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/27/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 5.8 | 12.0 | 0.0 | 6.3 | 4.6 | 7.7 | 4.6 | 11.9 | -18.0 | 7.6 | 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 | 1.31 | 0.68 | -0.17 | 0.24 | 0.22 | NA | 0.18 | 0.59 | -0.91 | 0.54 | 0.68 | 2.19 | -1.32 | 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 | 4.3 | 11.6 | 31.8 | 32.9 | 35.3 | NA | 58.2 | 11.6 | 29.9 | 7.6 | 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 | 10.8 | 12.0 | 16.1 | 19.1 | 16.7 | NA | 20.6 | 13.0 | 21.3 | 14.1 | 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 | 0.15 | 0.09 | -0.03 | 0.05 | 0.04 | NA | 0.04 | 0.08 | -0.2 | 0.07 | 0.22 | 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 | -0.01 | 0.0 | 0.0 | NA | 0.0 | -0.02 | -0.03 | -0.02 | 0.04 | 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 | 0.95 | 0.96 | 0.97 | 0.96 | 0.97 | NA | 0.98 | 0.96 | 0.96 | 1.04 | 0.94 | 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 | 0.87 | 0.91 | 0.93 | 0.93 | 0.93 | NA | 0.95 | 0.93 | 0.95 | 0.88 | 0.95 | 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 | 1.7 | 3.8 | 3.6 | 3.9 | 5.4 | N/A | 1.8 | 0.7 | 10.0 | 0.7 | 1.9 | 3.2 | 5.8 | 1.4 | 2.7 | 11.8 | 5.0 | 1.7 | 1.5 | 1.1 | 1.0 | 1.6 | 19.2 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 107.1 | 155.7 | -30.8 | N/A | N/A | N/A | 107.1 | -93.2 | 1476.9 | -50.0 | -55.2 | -33.3 | 314.3 | -47.5 | -80.9 | 161.2 | 247.8 | 0.0 | 53.3 | 36.4 | -63.3 | -91.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2006
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