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HGHIX: The Hartford Global Health Fund Class (MUTUAL FUND)
Basic Info 42.29 0.01(0.02%) June 05
| Asset Class: | Health |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 09/05/2006 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 3.96% |
| Expenses | 1.26% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.9 | -1.2 | 21.6 | 6.0 | 2.6 | 8.4 | 11.2 | 9.7 | 16.0 | 0.2 | 4.1 | -11.5 | 10.2 | 23.0 | 33.7 | -2.9 | 22.0 | -8.3 | 12.8 | 26.7 | 50.0 | 20.1 | 8.0 | 6.7 | 21.7 | -25.3 | 5.9 | 5.0 |
| Sharpe Ratio | NA | -0.48 | 1.33 | 0.24 | -0.03 | 0.38 | NA | 0.47 | 0.74 | -0.28 | 0.03 | -0.6 | 0.78 | 0.74 | 2.09 | -0.24 | 2.08 | -0.46 | 0.68 | 1.76 | 4.08 | 1.63 | 0.34 | 0.39 | 1.03 | -0.83 | 0.23 | 1.53 |
| Draw Down(%) | NA | 10.8 | 10.8 | 22.6 | 25.4 | 28.5 | NA | 42.7 | 15.9 | 14.7 | 11.6 | 22.8 | 10.0 | 28.5 | 8.0 | 21.1 | 5.8 | 19.2 | 17.9 | 10.7 | 5.0 | 7.7 | 21.4 | 16.2 | 21.8 | 40.0 | 7.5 | 2.8 |
| Standard Deviation(%) | NA | 15.5 | 14.8 | 14.5 | 15.8 | 17.6 | NA | 18.3 | 17.6 | 12.0 | 12.3 | 21.5 | 13.0 | 30.5 | 15.4 | 18.3 | 10.3 | 18.5 | 18.7 | 15.2 | 12.2 | 12.4 | 23.5 | 16.8 | 21.1 | 31.5 | 12.1 | 8.5 |
| Treynor Ratio | NA | -0.07 | 0.2 | 0.03 | 0.0 | 0.06 | NA | 0.08 | 0.13 | -0.04 | 0.0 | -0.12 | 0.09 | 0.21 | 0.29 | -0.04 | 0.24 | -0.08 | 0.12 | 0.24 | 0.45 | 0.17 | 0.06 | 0.05 | 0.19 | -0.24 | 0.03 | 0.12 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | NA | 0.0 | 0.0 | 0.01 | -0.01 | -0.04 | -0.02 | 0.03 | 0.03 | -0.01 | 0.03 | 0.01 | 0.0 | -0.02 | 0.0 | 0.01 | -0.02 | 0.0 | 0.0 | -0.03 | 0.01 | 0.04 |
| Beta | NA | 1.01 | 0.99 | 0.99 | 1.02 | 1.04 | NA | 1.08 | 0.99 | 0.94 | 1.01 | 1.06 | 1.09 | 1.08 | 1.1 | 1.11 | 0.9 | 1.12 | 1.08 | 1.13 | 1.11 | 1.16 | 1.27 | 1.26 | 1.11 | 1.07 | 1.06 | 1.08 |
| RSquared | NA | 0.96 | 0.96 | 0.93 | 0.94 | 0.91 | NA | 0.92 | 0.94 | 0.84 | 0.94 | 0.97 | 0.88 | 0.96 | 0.91 | 0.91 | 0.74 | 0.95 | 0.94 | 0.93 | 0.9 | 0.86 | 0.95 | 0.92 | 0.94 | 0.95 | 0.92 | 0.87 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 3.7 | 5.1 | 0.0 | 0.8 | 10.0 | 12.9 | 7.5 | 6.9 | 5.8 | 8.5 | 14.0 | 8.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 3.5 | 7.4 | 3.9 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -32.2 | N/A | -100.0 | -91.7 | -15.3 | 118.7 | -4.9 | 39.1 | -40.9 | -41.7 | 108.2 | N/A | N/A | N/A | N/A | N/A | -100.0 | -53.2 | 89.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2006
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