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Hartford Life Investment Company HARTFORD LEADERS SERIES II B SHARES
Hartford Life Investment Company HARTFORD LEADERS SERIES II B SHARES Strategic Asset Allocation - Optimal Moderate
Hartford Life Investment Company HARTFORD LEADERS SERIES II B SHARES Strategic Asset Allocation - Optimal Moderate
live (public) 0.08% January 08
Delayed
Holdings (As of 10/31/2024)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | FRSTX (FRANKLIN STRATEGIC INCOME FUND CLASS A) | 0.0% | Franklin VIP Strategic Income 1 | 40.19% |
| US Equity | MFEIX (MFS GROWTH FUND I) | 2.75% | MFS VIT Growth I | 14.93% |
| US Equity | AGTHX (GROWTH FUND OF AMERICA CLASS A) | 2.20% | American Funds Insur Growth 2 | 15.42% |
| CASH | CASH (CASH) | 0.0% | Hartford Money Market HLS IA | 0.63% |
| Emerging Market Equity | NEWFX (NEW WORLD FUND INC CLASS A) | 1.30% | American Funds Insur New World 2 | 10.30% |
| International Equity | AIEVX (INVESCO INTERNATIONAL GROWTH FUND CLASS R5) | 0.94% | Invesco VI International Growth I | 8.98% |
| International Equity | MWEIX (MFS GLOBAL EQUITY FUND I) | 1.09% | MFS VIT Global Equity I | 9.55% |
* Day change on 10/31/2024.
Previous
Beta
Performance (As of 01/08/2025)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Hartford Life Investment Company HARTFORD LEADERS SERIES II B SHARES Strategic Asset Allocation - Optimal Moderate | 6.1% | 20.5% | 2.7% | 6.7% | 5.6% | 6.7% |
| VFINX (Vanguard (S&P 500) Index) | 8.7% | 24.8% | 21.6% | 13.5% | 15.3% | 14.3% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.4% | 16.7% | 14.3% | 7.5% | 9.5% | 9.2% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.1 | 20.5 | 2.7 | 6.7 | 5.6 | 6.7 | 6.6 | 6.6 | 0.5 | 2.7 | 13.6 | -13.3 | 6.8 | 18.3 | 19.2 | -5.4 | 9.9 | 3.5 | -0.8 | 3.2 | 15.1 | 9.9 | -4.6 | 16.3 | 25.3 | -21.8 | 10.4 | 14.9 | 9.4 | 15.1 | 23.5 | -0.7 | 2.4 |
| Sharpe Ratio | NA | -0.29 | -0.33 | 0.21 | 0.35 | NA | NA | 0.55 | 0.07 | -0.43 | 1.17 | -1.16 | 0.81 | 1.03 | 2.42 | -0.72 | 2.14 | 0.4 | -0.11 | 0.49 | 2.39 | 1.3 | -0.43 | 1.54 | 1.7 | -1.18 | 0.84 | 1.84 | 1.5 | 2.51 | 3.39 | -0.23 | 0.01 |
| Draw Down(%) | NA | 8.7 | 18.3 | 21.7 | 21.7 | NA | NA | 34.3 | 0.5 | 8.7 | 7.5 | 18.5 | 5.8 | 21.7 | 3.7 | 12.1 | 3.1 | 6.5 | 7.5 | 5.8 | 5.6 | 6.2 | 13.4 | 9.3 | 15.5 | 31.0 | 7.7 | 7.8 | 4.3 | 6.4 | 6.9 | 11.9 | 10.4 |
| Standard Deviation(%) | NA | 8.9 | 10.1 | 11.7 | 9.8 | NA | NA | 9.7 | 6.8 | 9.0 | 8.0 | 12.7 | 8.4 | 17.5 | 7.4 | 9.3 | 4.4 | 8.1 | 7.6 | 6.5 | 6.3 | 7.5 | 10.7 | 10.5 | 14.9 | 19.2 | 8.9 | 6.3 | 4.8 | 5.7 | 6.7 | 7.7 | 7.6 |
| Treynor Ratio | NA | -0.04 | -0.06 | 0.05 | 0.07 | NA | NA | 0.12 | 0.01 | -0.06 | 0.17 | -0.29 | 0.12 | 0.37 | 0.32 | -0.13 | 0.18 | 0.06 | -0.02 | 0.06 | 0.29 | 0.18 | -0.12 | 0.3 | 0.49 | -0.51 | 0.15 | 0.23 | 0.21 | 0.42 | 0.68 | -0.07 | 0.0 |
| Alpha | NA | -0.05 | -0.02 | -0.01 | -0.01 | NA | NA | 0.01 | 0.04 | -0.05 | 0.0 | -0.02 | -0.03 | 0.03 | 0.01 | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | -0.02 | 0.03 | 0.04 | -0.02 | 0.03 | 0.02 | 0.03 | 0.04 | 0.05 | 0.02 | 0.01 |
| Beta | NA | 0.6 | 0.53 | 0.51 | 0.51 | NA | NA | 0.45 | 0.45 | 0.61 | 0.55 | 0.5 | 0.57 | 0.49 | 0.55 | 0.52 | 0.51 | 0.57 | 0.46 | 0.53 | 0.53 | 0.55 | 0.4 | 0.54 | 0.52 | 0.45 | 0.51 | 0.51 | 0.34 | 0.34 | 0.33 | 0.25 | 0.28 |
| RSquared | NA | 0.73 | 0.83 | 0.87 | 0.87 | NA | NA | 0.81 | 0.89 | 0.74 | 0.8 | 0.9 | 0.79 | 0.93 | 0.87 | 0.91 | 0.63 | 0.86 | 0.9 | 0.87 | 0.86 | 0.88 | 0.77 | 0.86 | 0.9 | 0.91 | 0.84 | 0.66 | 0.54 | 0.45 | 0.72 | 0.73 | 0.62 |
| Sortino Ratio | NA | -0.37 | -0.45 | 0.29 | 0.47 | NA | NA | 0.75 | 0.13 | -0.55 | 1.78 | -1.55 | 1.15 | 1.34 | 3.45 | -0.92 | 3.11 | 0.55 | -0.15 | 0.68 | 3.42 | 1.95 | -0.55 | 2.17 | 2.49 | -1.56 | 1.13 | 2.73 | 2.25 | 3.58 | 5.29 | -0.33 | 0.02 |
| Yield(%) | N/A | 1.5 | 3.3 | 5.2 | 4.5 | 5.6 | 7.6 | 4.03 | 0.0 | 1.5 | 5.0 | 3.9 | 6.4 | 6.2 | 2.7 | 4.2 | 0.1 | 1.4 | 2.9 | 4.4 | 3.7 | 3.2 | 2.3 | 3.7 | 2.6 | 5.6 | 7.2 | 7.3 | 4.8 | 3.5 | 3.1 | 3.0 | 5.2 |
| Dividend Growth(%) | N/A | -65.4 | -22.7 | 175.8 | 47.6 | N/A | N/A | N/A | -100.0 | -65.4 | 10.5 | -33.9 | 20.8 | 174.1 | -38.9 | 3029.4 | -89.1 | -52.0 | -31.3 | 35.5 | 25.6 | 33.5 | -27.6 | 75.9 | -63.1 | -14.7 | 12.9 | 68.4 | 56.2 | 40.5 | 4.4 | -42.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
This model portfolio uses Strategic Asset Allocation - Optimal
strategy. Asset weights of available asset classes
in Hartford Life Investment Company HARTFORD LEADERS SERIES II B SHARES are derived based on long term asset trends and their correlations.
For each major asset class, one or two funds are selected:
1. Risk allocation: the risk profile of this portfolio is 40.
The total allocation of the fixed income asset should be at least 40%.
2. Asset weights:
3. Fund selection: one or two top performing funds among 36 available funds in the plan are chosen for each asset.
They are usually equally weighted within the asset by default. Volatile funds or ETFs with small trading volume are ignored.
4. Rebalance frequency: the portfolio is reviewed by the strategy program monthly
and the above steps are repeated. Asset weights are rebalanced back to target allocation if it is necessary.
5.
Simulation: Performance data before this portfolio went public are obtained from historical simulation. They are hypothetical.
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