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ITBUX: THE HARTFORD TOTAL RETURN BOND FUND CLASS R4 (MUTUAL FUND)
Basic Info 9.27 0.03(0.32%) July 07
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (34%) |
| Start Date: | 12/27/2006 |
| Last Dividend Date: | 04/30/2025 |
| 12-Mo. Yield | 3.36% |
| Expenses | 0.74% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| 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(%) | -0.4 | 2.2 | 3.8 | 2.9 | -1.1 | 1.7 | 2.3 | 2.6 | 1.7 | 6.6 | -14.3 | -3.0 | 8.2 | 9.9 | -1.1 | 4.7 | 3.7 | -0.9 | 5.4 | -1.9 | 7.2 | 6.3 | 6.6 | 12.9 | -5.9 | 3.5 | -0.1 |
| Sharpe Ratio | NA | 0.41 | 0.18 | -0.07 | -0.53 | 0.05 | NA | 0.36 | -0.87 | 0.31 | -2.11 | -0.81 | 1.3 | 2.64 | -0.85 | 1.43 | 1.09 | -0.27 | 2.05 | -0.58 | 2.86 | 1.64 | 1.68 | 3.05 | -1.13 | 0.14 | -13.86 |
| Draw Down(%) | NA | 2.9 | 5.2 | 9.8 | 21.3 | 21.3 | NA | 21.3 | 4.4 | 7.8 | 18.7 | 3.7 | 10.1 | 1.9 | 2.8 | 1.3 | 3.9 | 3.2 | 1.5 | 6.1 | 1.2 | 2.2 | 3.4 | 2.1 | 11.3 | 2.6 | 0.1 |
| Standard Deviation(%) | NA | 5.2 | 5.2 | 6.7 | 5.9 | 5.0 | NA | 4.5 | 5.7 | 7.5 | 7.4 | 3.7 | 6.1 | 3.2 | 2.8 | 2.9 | 3.2 | 3.6 | 2.6 | 3.4 | 2.5 | 3.8 | 3.9 | 4.2 | 6.0 | 3.5 | 1.0 |
| Treynor Ratio | NA | 0.02 | 0.01 | -0.01 | -0.04 | 0.0 | NA | 0.02 | -0.05 | 0.03 | -0.19 | -0.04 | 0.09 | 0.1 | -0.03 | 0.05 | 0.05 | -0.01 | 0.07 | -0.02 | 0.1 | 0.09 | 0.09 | 0.24 | -0.11 | 0.01 | -0.83 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | -0.01 | -0.07 |
| Beta | NA | 0.87 | 0.9 | 0.91 | 0.89 | 0.89 | NA | 0.78 | 0.97 | 0.94 | 0.83 | 0.69 | 0.84 | 0.87 | 0.79 | 0.9 | 0.75 | 0.78 | 0.77 | 0.82 | 0.71 | 0.7 | 0.7 | 0.54 | 0.63 | 0.68 | 0.17 |
| RSquared | NA | 0.92 | 0.89 | 0.9 | 0.87 | 0.83 | NA | 0.8 | 0.89 | 0.92 | 0.89 | 0.57 | 0.63 | 0.81 | 0.55 | 0.77 | 0.72 | 0.83 | 0.78 | 0.83 | 0.76 | 0.82 | 0.87 | 0.8 | 0.69 | 0.81 | 1.0 |
| Yield(%) | N/A | 1.4 | 3.3 | 3.4 | 2.4 | 2.7 | 3.1 | N/A | 3.9 | 3.6 | 2.4 | 1.7 | 2.3 | 3.0 | 3.1 | 2.9 | 2.7 | 2.5 | 4.4 | 2.3 | 6.0 | 3.7 | 3.3 | 3.9 | 5.2 | 4.1 | 0.0 |
| Dividend Growth(%) | N/A | -65.5 | -11.9 | 39.7 | -8.3 | N/A | N/A | N/A | 12.3 | 27.0 | 34.0 | -22.0 | -18.1 | -9.9 | 8.9 | 8.1 | 7.6 | -43.7 | 86.7 | -61.8 | 64.6 | 14.5 | -5.5 | -33.7 | 26.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2006
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