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SCVEX: HARTFORD SCHRODERS INTERNATIONAL STOCK FUND CLASS A (MUTUAL FUND)
Basic Info 18.08 0.06(0.33%) March 28
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (49%) |
Start Date: | 05/31/2006 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 0.90% |
Expenses | 1.07% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/31/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.7 | 4.9 | 13.8 | 1.9 | 9.2 | 6.3 | 9.4 | 5.2 | 16.7 | -19.0 | 11.1 | 24.5 | 24.8 | -12.6 | 29.4 | -1.6 | -0.4 | -5.7 | 20.3 | 18.7 | -16.8 | 15.0 | 46.9 | -47.0 | 13.8 | 14.1 |
Sharpe Ratio | NA | 1.87 | 0.98 | -0.02 | 0.4 | 0.32 | NA | 0.21 | 1.0 | -0.87 | 0.79 | 0.82 | 1.93 | -0.94 | 3.77 | -0.1 | -0.03 | -0.5 | 1.58 | 1.12 | -0.58 | 0.72 | 1.72 | -1.16 | 0.59 | 1.5 |
Draw Down(%) | NA | 2.8 | 12.8 | 33.3 | 33.3 | 33.3 | NA | 60.3 | 12.8 | 31.7 | 6.8 | 31.6 | 7.6 | 21.4 | 2.6 | 13.1 | 17.0 | 11.5 | 9.4 | 15.9 | 29.4 | 17.8 | 23.7 | 57.2 | 12.7 | 10.7 |
Standard Deviation(%) | NA | 11.7 | 11.8 | 17.2 | 19.6 | 17.0 | NA | 20.6 | 12.6 | 23.6 | 14.0 | 29.7 | 12.2 | 14.9 | 7.7 | 17.4 | 15.6 | 11.5 | 12.8 | 16.7 | 29.2 | 20.8 | 27.2 | 41.3 | 18.3 | 14.6 |
Treynor Ratio | NA | 0.22 | 0.13 | 0.0 | 0.08 | 0.05 | NA | 0.04 | 0.14 | -0.19 | 0.11 | 0.25 | 0.21 | -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 |
Alpha | NA | 0.0 | -0.01 | -0.01 | 0.01 | 0.0 | NA | 0.0 | 0.0 | -0.02 | -0.01 | 0.06 | 0.0 | 0.01 | 0.02 | -0.02 | 0.01 | 0.0 | 0.0 | 0.01 | -0.02 | 0.02 | 0.06 | -0.04 | 0.01 | 0.01 |
Beta | NA | 1.01 | 0.92 | 1.03 | 0.99 | 0.99 | NA | 0.98 | 0.93 | 1.07 | 1.02 | 0.95 | 1.1 | 1.08 | 0.97 | 0.94 | 0.96 | 0.94 | 0.93 | 0.96 | 1.05 | 0.94 | 0.92 | 0.97 | 0.98 | 1.0 |
RSquared | NA | 0.82 | 0.89 | 0.92 | 0.94 | 0.92 | NA | 0.92 | 0.91 | 0.95 | 0.87 | 0.96 | 0.92 | 0.94 | 0.88 | 0.89 | 0.89 | 0.85 | 0.85 | 0.91 | 0.96 | 0.91 | 0.93 | 0.93 | 0.81 | 0.85 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2006
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