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SCIEX: HARTFORD SCHRODERS INTERNATIONAL STOCK FUND CLASS I (MUTUAL FUND)
Basic Info 17.54 0.11(0.63%) May 06
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (79%) |
Start Date: | 10/30/1986 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 1.21% |
Expenses | 0.69% |
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Performance Analytics (As of 05/03/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/20/1994 |
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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.7 | 5.3 | 10.8 | 1.9 | 8.7 | 6.3 | 8.5 | 7.0 | 5.8 | 17.0 | -18.8 | 11.4 | 24.9 | 25.2 | -12.4 | 29.7 | -1.4 | -0.2 | -5.6 | 20.6 | 19.0 | -16.6 | 15.3 | 47.4 | -46.9 | 14.0 | 24.5 | 18.3 | 15.2 | 33.0 | -19.8 | -25.7 | -1.9 | 30.9 | 13.8 | 3.3 | 9.8 | 11.6 | -0.3 | 45.7 | -3.1 | 3.4 | -17.9 | 21.8 | 18.9 | -5.9 | 4.4 |
Sharpe Ratio | NA | 0.9 | 0.49 | -0.07 | 0.35 | 0.3 | NA | NA | 0.23 | 1.02 | -0.86 | 0.8 | 0.83 | 1.96 | -0.92 | 3.78 | -0.09 | -0.01 | -0.49 | 1.62 | 1.14 | -0.57 | 0.73 | 1.73 | -1.15 | 0.6 | 1.5 | 1.55 | 1.12 | 2.0 | -0.95 | -1.45 | -0.39 | 2.29 | 0.65 | -0.01 | 0.91 | 0.83 | -0.29 | 4.65 | -0.47 | -0.02 | -1.21 | 1.33 | 1.45 | -0.41 | 1.6 |
Draw Down(%) | NA | 5.8 | 12.7 | 33.1 | 33.1 | 33.1 | NA | NA | 60.3 | 12.7 | 31.5 | 6.7 | 31.6 | 7.7 | 21.2 | 2.6 | 13.0 | 16.9 | 11.4 | 9.4 | 15.8 | 29.3 | 17.8 | 23.7 | 57.1 | 12.8 | 16.4 | 7.1 | 10.7 | 20.3 | 31.7 | 36.2 | 15.8 | 6.1 | 22.7 | 14.6 | 4.7 | 6.9 | 8.8 | 4.7 | 11.2 | 16.3 | 23.4 | 7.7 | 9.0 | 29.9 | 5.4 |
Standard Deviation(%) | NA | 11.9 | 12.0 | 17.2 | 19.7 | 17.0 | NA | NA | 17.8 | 12.6 | 23.6 | 14.1 | 29.7 | 12.1 | 14.9 | 7.7 | 17.4 | 15.6 | 11.5 | 12.7 | 16.7 | 29.2 | 20.8 | 27.4 | 41.3 | 18.3 | 14.2 | 10.4 | 12.8 | 16.2 | 22.0 | 19.5 | 15.3 | 12.1 | 16.2 | 12.0 | 6.9 | 9.3 | 11.3 | 9.3 | 11.6 | 15.9 | 19.2 | 12.1 | 9.8 | 24.0 | 16.3 |
Treynor Ratio | NA | 0.11 | 0.06 | -0.01 | 0.07 | 0.05 | NA | NA | 0.04 | 0.14 | -0.19 | 0.11 | 0.26 | 0.22 | -0.13 | 0.3 | -0.02 | 0.0 | -0.06 | 0.22 | 0.2 | -0.16 | 0.16 | 0.51 | -0.49 | 0.11 | 0.22 | 0.17 | 0.18 | 0.29 | -0.2 | -0.27 | -0.06 | 0.32 | 0.13 | 0.0 | 0.08 | 0.12 | -0.06 | 0.77 | -0.09 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | -0.01 | -0.01 | 0.01 | 0.01 | NA | NA | 0.01 | 0.0 | -0.02 | -0.01 | 0.06 | 0.0 | 0.01 | 0.02 | -0.02 | 0.01 | 0.0 | 0.01 | 0.01 | -0.02 | 0.02 | 0.06 | -0.04 | 0.01 | 0.0 | 0.02 | 0.0 | -0.02 | -0.02 | -0.02 | 0.05 | 0.02 | 0.0 | -0.01 | 0.01 | 0.01 | 0.0 | 0.09 | 0.02 | 0.0 | NA | NA | NA | NA | NA |
Beta | NA | 1.0 | 0.93 | 1.03 | 0.99 | 0.99 | NA | NA | 0.94 | 0.93 | 1.07 | 1.05 | 0.95 | 1.1 | 1.08 | 0.97 | 0.94 | 0.96 | 0.95 | 0.92 | 0.96 | 1.05 | 0.94 | 0.92 | 0.97 | 0.98 | 0.98 | 0.93 | 0.79 | 1.1 | 1.03 | 1.05 | 0.95 | 0.88 | 0.79 | 0.73 | 0.77 | 0.66 | 0.52 | 0.57 | 0.61 | 0.6 | NA | NA | NA | NA | NA |
RSquared | NA | 0.83 | 0.88 | 0.93 | 0.94 | 0.92 | NA | NA | 0.77 | 0.91 | 0.95 | 0.89 | 0.96 | 0.92 | 0.94 | 0.87 | 0.89 | 0.9 | 0.85 | 0.85 | 0.92 | 0.96 | 0.92 | 0.93 | 0.93 | 0.81 | 0.86 | 0.83 | 0.71 | 0.91 | 0.85 | 0.87 | 0.82 | 0.85 | 0.88 | 0.84 | 0.72 | 0.63 | 0.24 | 0.5 | 0.76 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 1.3 | 1.4 | 1.6 | 2.5 | 3.7 | 3.4 | N/A | 1.5 | 1.1 | 2.1 | 0.4 | 1.5 | 6.9 | 1.5 | 1.7 | 1.2 | 6.1 | 2.3 | 1.2 | 0.9 | 2.5 | 2.5 | 0.6 | 2.1 | 1.0 | 2.2 | 1.5 | 2.5 | 2.7 | 7.9 | 39.7 | 10.8 | 20.6 | 10.6 | 16.3 | 14.4 | 11.6 | 0.5 | 0.8 | 1.5 | 1.3 | 2.7 | 0.3 | 0.0 | 0.1 |
Dividend Growth(%) | N/A | -100.0 | 6.6 | -33.3 | -54.3 | 103.3 | -83.6 | N/A | N/A | 5.0 | -42.9 | 600.0 | -68.8 | -82.6 | 475.0 | -11.1 | 38.5 | -82.4 | 208.3 | 118.2 | 10.0 | -58.3 | 41.2 | 142.9 | -70.8 | 166.7 | -47.1 | 70.0 | -23.1 | -27.8 | -77.5 | -88.9 | 328.0 | -50.0 | 82.6 | -40.5 | 10.8 | 9.8 | 3075.0 | -33.3 | -47.8 | -8.0 | -43.2 | 1000.0 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/20/1994
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