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IHSAX: THE HARTFORD SMALL COMPANY FUND CLASS A (MUTUAL FUND)
Basic Info 18.76 0.03(0.16%) May 17
Asset Class: | Small Growth |
MyPlanIQ Rating: | (34%) |
Start Date: | 10/10/1996 |
Last Dividend Date: | 12/10/2021 |
12-Mo. Yield | 0.00% |
Expenses | 0.99% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/10/1996 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 3.8 | 16.7 | -5.1 | 7.1 | 8.2 | 11.8 | 8.7 | 8.2 | 16.0 | -31.3 | 0.9 | 54.2 | 36.4 | -5.0 | 25.1 | 1.8 | -8.7 | 6.1 | 43.4 | 15.0 | -4.8 | 23.2 | 29.1 | -40.9 | 11.2 | 13.8 | 20.5 | 11.4 | 55.4 | -30.5 | -15.9 | -13.2 | 66.1 | 10.5 | 20.2 | -1.1 |
Sharpe Ratio | NA | 0.24 | 0.69 | -0.34 | 0.2 | 0.3 | NA | NA | 0.29 | 0.63 | -1.03 | 0.04 | 1.43 | 2.01 | -0.29 | 2.0 | 0.08 | -0.51 | 0.35 | 2.89 | 0.85 | -0.16 | 1.0 | 0.96 | -1.03 | 0.45 | 0.65 | 1.31 | 0.58 | 2.73 | -1.28 | -0.67 | -0.52 | 3.1 | 0.28 | 0.97 | -0.91 |
Draw Down(%) | NA | 8.2 | 17.1 | 41.3 | 43.1 | 43.1 | NA | NA | 62.1 | 17.1 | 36.3 | 16.6 | 37.9 | 9.8 | 28.2 | 6.1 | 21.3 | 19.3 | 12.2 | 4.9 | 13.6 | 28.1 | 18.0 | 26.1 | 52.4 | 11.9 | 17.6 | 8.5 | 20.5 | 11.6 | 36.8 | 37.8 | 35.3 | 10.0 | 38.1 | 16.5 | 4.2 |
Standard Deviation(%) | NA | 18.1 | 18.0 | 24.3 | 27.0 | 22.9 | NA | NA | 23.6 | 19.0 | 31.7 | 23.6 | 37.6 | 17.4 | 21.7 | 12.3 | 19.9 | 17.2 | 17.5 | 15.0 | 17.7 | 31.2 | 23.1 | 30.1 | 40.4 | 18.3 | 16.1 | 14.0 | 18.0 | 20.0 | 24.7 | 27.3 | 33.0 | 20.3 | 25.3 | 17.1 | 9.0 |
Treynor Ratio | NA | 0.05 | 0.13 | -0.09 | 0.05 | 0.07 | NA | NA | 0.07 | 0.13 | -0.35 | 0.01 | 0.55 | 0.33 | -0.06 | 0.22 | 0.01 | -0.08 | 0.06 | 0.42 | 0.15 | -0.05 | 0.24 | 0.32 | -0.45 | 0.08 | 0.11 | 0.21 | 0.11 | 0.57 | -0.34 | -0.18 | -0.2 | 0.69 | 0.07 | 0.0 | 0.0 |
Alpha | NA | -0.01 | 0.0 | -0.02 | 0.0 | 0.0 | NA | NA | 0.0 | -0.02 | -0.03 | -0.02 | 0.05 | 0.0 | 0.01 | 0.0 | -0.04 | -0.02 | 0.01 | 0.01 | -0.01 | -0.01 | -0.02 | -0.03 | -0.02 | 0.01 | 0.01 | 0.04 | -0.01 | 0.04 | -0.08 | -0.06 | -0.05 | 0.14 | 0.05 | NA | NA |
Beta | NA | 0.95 | 0.95 | 0.96 | 0.98 | 1.01 | NA | NA | 0.96 | 0.94 | 0.93 | 1.08 | 0.98 | 1.07 | 1.1 | 1.13 | 1.1 | 1.04 | 1.09 | 1.02 | 1.02 | 0.96 | 0.96 | 0.91 | 0.92 | 0.98 | 0.92 | 0.89 | 0.95 | 0.97 | 0.93 | 1.01 | 0.85 | 0.92 | 0.98 | NA | NA |
RSquared | NA | 0.93 | 0.94 | 0.92 | 0.94 | 0.94 | NA | NA | 0.9 | 0.94 | 0.94 | 0.89 | 0.98 | 0.94 | 0.96 | 0.9 | 0.94 | 0.94 | 0.96 | 0.96 | 0.97 | 0.99 | 0.98 | 0.99 | 0.98 | 0.97 | 0.94 | 0.9 | 0.93 | 0.89 | 0.88 | 0.88 | 0.84 | 0.49 | 0.72 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 7.7 | 10.7 | 9.4 | 14.5 | 10.7 | N/A | 0.0 | 0.0 | 22.9 | 13.3 | 7.9 | 18.9 | 0.0 | 0.0 | 12.4 | 17.4 | 14.5 | 7.7 | 5.0 | 0.1 | 0.0 | 0.0 | 12.6 | 9.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 7.4 | 9.9 | 1.0 | 5.2 | 6.3 |
Dividend Growth(%) | N/A | N/A | N/A | -19.0 | -0.8 | 120.9 | N/A | N/A | N/A | N/A | -100.0 | 134.9 | 117.2 | -68.0 | N/A | N/A | -100.0 | -36.9 | 47.7 | 105.2 | 37.8 | 4800.0 | N/A | N/A | -100.0 | 40.6 | N/A | N/A | N/A | N/A | N/A | -100.0 | 13.8 | 983.3 | -78.2 | -23.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/10/1996
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