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HCAYX: THE HARTFORD CAPITAL APPRECIATION FUND CLASS Y (MUTUAL FUND)
Basic Info 61.86 1.7(2.67%) June 05
| Asset Class: | Large Growth |
| MyPlanIQ Rating: | (46%) |
| Start Date: | 07/22/1996 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 5.91% |
| Expenses | 0.81% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/22/1996 |
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 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.9 | 6.5 | 19.9 | 16.1 | 4.7 | 9.8 | 9.8 | 8.0 | 11.6 | 10.7 | 21.0 | 19.2 | -21.1 | 2.2 | 16.6 | 30.9 | -4.8 | 21.8 | 4.5 | 1.6 | 7.3 | 42.3 | 20.7 | -14.9 | 13.4 | 43.6 | -45.9 | 16.6 | 16.1 | 15.7 | 18.6 | 41.2 | -22.4 | -6.3 | 8.5 | 67.5 | 3.7 | 55.1 | 33.8 |
| Sharpe Ratio | NA | 1.65 | 1.77 | 1.0 | 0.16 | 0.46 | NA | NA | 0.5 | 0.42 | 1.41 | 1.19 | -0.92 | 0.12 | 0.48 | 2.41 | -0.38 | 2.71 | 0.28 | 0.1 | 0.56 | 3.26 | 1.36 | -0.55 | 0.73 | 1.53 | -1.13 | 0.73 | 1.05 | 1.22 | 1.26 | 2.67 | -1.01 | -0.39 | 0.15 | 3.72 | 0.01 | 2.75 | 6.51 |
| Draw Down(%) | NA | 10.1 | 10.1 | 19.7 | 35.0 | 36.3 | NA | NA | 59.0 | 19.6 | 7.7 | 11.6 | 25.7 | 16.7 | 36.3 | 6.0 | 19.2 | 3.3 | 15.1 | 14.0 | 9.8 | 6.3 | 14.1 | 28.5 | 16.8 | 25.1 | 56.8 | 12.4 | 12.6 | 9.4 | 9.9 | 14.6 | 34.3 | 29.6 | 26.9 | 11.7 | 37.9 | 15.2 | 3.8 |
| Standard Deviation(%) | NA | 13.8 | 12.2 | 14.7 | 17.8 | 18.5 | NA | NA | 20.2 | 18.4 | 12.3 | 13.2 | 24.5 | 18.2 | 34.2 | 12.2 | 16.4 | 7.8 | 15.4 | 15.8 | 13.0 | 13.0 | 15.3 | 27.3 | 18.1 | 28.5 | 41.5 | 18.6 | 12.2 | 11.1 | 14.0 | 15.2 | 23.3 | 22.7 | 28.9 | 17.2 | 23.3 | 18.6 | 13.5 |
| Treynor Ratio | NA | 0.23 | 0.22 | 0.15 | 0.03 | 0.09 | NA | NA | 0.11 | 0.08 | 0.18 | 0.16 | -0.23 | 0.02 | 0.18 | 0.31 | -0.07 | 0.2 | 0.04 | 0.02 | 0.07 | 0.38 | 0.18 | -0.13 | 0.13 | 0.43 | -0.48 | 0.12 | 0.11 | 0.14 | 0.16 | 0.49 | -0.28 | -0.09 | 0.04 | 0.88 | 0.0 | 1.15 | 1.49 |
| Alpha | NA | -0.01 | -0.02 | -0.02 | -0.03 | -0.02 | NA | NA | 0.01 | -0.02 | -0.01 | -0.02 | -0.02 | -0.08 | 0.0 | 0.0 | 0.0 | -0.01 | -0.03 | 0.0 | -0.03 | 0.02 | 0.01 | -0.07 | 0.0 | 0.05 | -0.06 | 0.04 | 0.0 | 0.04 | 0.02 | 0.05 | -0.02 | 0.03 | 0.08 | 0.15 | -0.08 | 0.12 | 0.17 |
| Beta | NA | 1.01 | 1.0 | 0.98 | 0.97 | 0.96 | NA | NA | 0.96 | 0.97 | 0.95 | 0.98 | 0.98 | 0.94 | 0.92 | 0.95 | 0.94 | 1.08 | 1.14 | 1.0 | 1.1 | 1.12 | 1.14 | 1.15 | 0.99 | 1.02 | 0.98 | 1.11 | 1.12 | 0.98 | 1.13 | 0.83 | 0.86 | 0.98 | 1.02 | 0.73 | 0.95 | 0.44 | 0.59 |
| RSquared | NA | 0.98 | 0.95 | 0.97 | 0.87 | 0.88 | NA | NA | 0.83 | 0.98 | 0.96 | 0.96 | 0.95 | 0.49 | 0.88 | 0.95 | 0.96 | 0.85 | 0.95 | 0.96 | 0.93 | 0.91 | 0.89 | 0.97 | 0.97 | 0.96 | 0.95 | 0.92 | 0.85 | 0.84 | 0.8 | 0.87 | 0.91 | 0.87 | 0.62 | 0.59 | 0.7 | 0.19 | 0.21 |
| Yield(%) | N/A | 0.0 | 5.9 | 6.0 | 3.0 | 5.7 | 7.6 | 6.3 | N/A | 5.8 | 9.5 | 0.5 | 0.4 | 0.3 | 0.6 | 5.4 | 13.3 | 13.9 | 0.8 | 8.1 | 25.5 | 5.7 | 1.2 | 1.8 | 0.0 | 0.0 | 1.0 | 9.3 | 8.7 | 9.7 | 0.0 | 0.0 | 0.0 | 0.2 | 17.7 | 9.3 | 0.6 | 5.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -31.7 | 1262.9 | -40.0 | -16.9 | N/A | N/A | N/A | -31.7 | 2183.4 | 6.8 | 35.2 | -45.2 | -86.6 | -67.0 | 2.3 | 1840.5 | -91.3 | -73.8 | 493.4 | 440.4 | -42.8 | N/A | N/A | -100.0 | -88.0 | 11.2 | -2.1 | N/A | N/A | N/A | -100.0 | -99.1 | 194.8 | 1379.1 | -80.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/22/1996
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