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HBMCX: HARTFORD MIDCAP HLS FUND IB (MUTUAL FUND)
Basic Info 22.43 0.83(3.57%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (51%) |
| Start Date: | 11/09/1999 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 20.08% |
| Expenses | 0.97% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/09/1999 |
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 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.4 | 5.6 | 5.0 | 6.5 | -7.1 | 3.2 | 5.8 | 3.9 | � | -18.3 | 3.3 | 5.7 | -36.4 | -8.2 | 13.2 | 32.3 | -7.7 | 24.2 | 11.7 | 1.2 | 11.0 | 39.5 | 19.2 | -8.2 | 23.0 | 30.6 | -38.2 | -2.3 | -5.4 | 0.5 | 16.2 | 37.3 | -91.4 | -518.3 | 106.9 | 16.5 |
| Sharpe Ratio | NA | 0.48 | 0.13 | 0.16 | -0.39 | 0.07 | NA | NA | NA | -0.67 | -0.2 | 0.08 | -1.07 | -0.37 | 0.34 | 2.04 | -0.49 | 2.42 | 0.69 | 0.08 | 0.78 | 2.97 | 1.27 | -0.29 | 1.14 | 1.11 | -1.02 | -0.23 | -0.46 | -0.09 | 1.17 | 2.18 | -0.4 | NA | 1.77 | 10.12 |
| Draw Down(%) | NA | 2.4 | 1.8 | 1.8 | 10.5 | 3.2 | NA | NA | 518.5 | 5.8 | 2.2 | 1.8 | 5.8 | 5.4 | 9.1 | 2.3 | 2.5 | 0.0 | 2.5 | 2.0 | 1.8 | 0.0 | 0.0 | 7.7 | 1.4 | 5.3 | 7.0 | 4.3 | 1.7 | 1.7 | 1.8 | 1.6 | 87.5 | 514.2 | 19.0 | 2.9 |
| Standard Deviation(%) | NA | 22.7 | 18.9 | 20.1 | 24.4 | 23.2 | NA | NA | NA | 32.2 | 16.5 | 18.9 | 35.4 | 21.9 | 38.3 | 15.1 | 18.3 | 9.8 | 16.7 | 15.6 | 14.2 | 13.3 | 15.2 | 28.1 | 20.2 | 27.5 | 38.2 | 23.0 | 19.2 | 18.6 | 13.0 | 16.8 | 231.2 | NA | 58.0 | 18.5 |
| Treynor Ratio | NA | 0.1 | 0.02 | 0.03 | -0.1 | 0.02 | NA | NA | NA | -0.19 | -0.03 | 0.02 | -0.41 | -0.11 | 0.13 | 0.29 | -0.09 | 0.22 | 0.11 | 0.01 | 0.11 | 0.41 | 0.21 | -0.08 | 0.25 | 0.34 | -0.49 | -0.05 | -0.1 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 |
| Alpha | NA | 0.0 | -0.01 | -0.03 | -0.05 | -0.03 | NA | NA | -0.09 | -0.12 | -0.05 | -0.06 | -0.05 | -0.08 | -0.07 | -0.01 | -0.01 | 0.0 | 0.02 | 0.01 | -0.01 | 0.02 | 0.02 | -0.02 | -0.01 | -0.02 | 0.0 | -0.07 | -0.05 | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.13 | 1.1 | 1.08 | 0.98 | 0.98 | NA | NA | 0.93 | 1.13 | 1.03 | 0.98 | 0.93 | 0.72 | 1.01 | 1.05 | 0.98 | 1.08 | 1.01 | 0.96 | 1.01 | 0.97 | 0.91 | 0.98 | 0.9 | 0.91 | 0.79 | 1.02 | 0.83 | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.92 | 0.9 | 0.92 | 0.77 | 0.82 | NA | NA | 0.03 | 0.61 | 0.89 | 0.77 | 0.75 | 0.38 | 0.88 | 0.94 | 0.95 | 0.83 | 0.93 | 0.94 | 0.95 | 0.94 | 0.93 | 0.98 | 0.97 | 0.97 | 0.94 | 0.63 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 20.1 | 10.4 | 3.6 | 6.8 | 8.6 | 5.9 | N/A | 19.9 | 2.7 | 8.2 | 0.5 | 0.0 | 0.0 | 18.8 | 10.1 | 5.5 | 11.2 | 12.2 | 13.0 | 4.7 | 0.7 | 0.2 | 0.0 | 0.3 | 0.2 | 0.2 | 0.9 | 0.1 | 0.1 | 0.0 | 0.0 | 118.7 | 51.2 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 681.4 | 4195.1 | -47.9 | 110.3 | N/A | N/A | N/A | 681.4 | -65.6 | 964.9 | N/A | N/A | -100.0 | 54.3 | 114.9 | -49.0 | -19.1 | -6.7 | 257.0 | 758.0 | 220.4 | N/A | -100.0 | -12.9 | -1.6 | -75.3 | 1114.3 | -30.0 | N/A | N/A | -100.0 | 170.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/09/1999
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