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HGHSX: THE HARTFORD HEALTHCARE FUND CLASS R4 (MUTUAL FUND)
Basic Info 43.14 0.02(0.05%) June 05
| Asset Class: | Health |
| MyPlanIQ Rating: | (29%) |
| Start Date: | 12/27/2006 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 3.88% |
| Expenses | 1.26% |
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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 | 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 | -1.3 | 21.2 | 5.6 | 2.2 | 7.9 | 10.9 | 9.3 | 12.9 | -4.5 | 3.8 | -12.5 | -0.2 | 9.8 | 33.3 | -3.2 | 21.6 | -8.5 | 12.4 | 26.3 | 49.5 | 19.9 | 7.8 | 6.5 | 21.6 | -25.4 | 5.6 | -0.3 |
| Sharpe Ratio | NA | -0.34 | 1.22 | 0.16 | -0.02 | 0.35 | NA | 0.45 | 0.57 | -0.84 | -0.04 | -0.65 | -0.02 | 0.29 | 2.07 | -0.25 | 2.04 | -0.47 | 0.66 | 1.73 | 4.05 | 1.61 | 0.33 | 0.38 | 1.02 | -0.83 | 0.22 | -52.86 |
| Draw Down(%) | NA | 10.9 | 10.9 | 22.8 | 25.6 | 28.5 | NA | 42.8 | 16.0 | 18.6 | 11.7 | 22.9 | 16.6 | 28.5 | 8.1 | 21.2 | 5.8 | 19.2 | 17.9 | 10.7 | 5.0 | 7.7 | 21.4 | 16.2 | 21.8 | 40.1 | 7.6 | 0.3 |
| Standard Deviation(%) | NA | 16.2 | 15.2 | 14.7 | 15.9 | 17.7 | NA | 18.4 | 17.9 | 13.2 | 12.3 | 21.5 | 16.3 | 32.3 | 15.4 | 18.3 | 10.3 | 18.5 | 18.7 | 15.2 | 12.2 | 12.4 | 23.4 | 16.8 | 21.1 | 31.5 | 12.0 | 0.6 |
| Treynor Ratio | NA | -0.05 | 0.19 | 0.02 | 0.0 | 0.06 | NA | 0.08 | 0.1 | -0.17 | -0.01 | -0.14 | 0.0 | 0.09 | 0.29 | -0.04 | 0.24 | -0.08 | 0.12 | 0.23 | 0.45 | 0.17 | 0.06 | 0.05 | 0.19 | -0.24 | 0.03 | -2.15 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | NA | 0.0 | -0.02 | 0.01 | 0.02 | -0.03 | -0.02 | 0.02 | 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 | -0.12 |
| Beta | NA | 1.01 | 1.0 | 1.0 | 1.03 | 1.04 | NA | 1.08 | 0.99 | 0.64 | 0.9 | 1.02 | 0.88 | 1.03 | 1.1 | 1.11 | 0.89 | 1.12 | 1.08 | 1.13 | 1.11 | 1.16 | 1.26 | 1.25 | 1.11 | 1.07 | 1.06 | 0.15 |
| RSquared | NA | 0.96 | 0.97 | 0.95 | 0.95 | 0.91 | NA | 0.92 | 0.92 | 0.47 | 0.83 | 0.93 | 0.46 | 0.83 | 0.91 | 0.91 | 0.74 | 0.95 | 0.94 | 0.93 | 0.9 | 0.87 | 0.95 | 0.92 | 0.94 | 0.95 | 0.92 | 1.0 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.6 | 4.6 | 0.0 | 0.8 | 9.7 | 12.6 | 7.3 | 6.7 | 5.7 | 8.3 | 13.4 | 7.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 3.4 | 7.1 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -26.1 | N/A | -100.0 | -91.7 | -15.3 | 118.7 | -4.9 | 39.1 | -40.9 | -40.6 | 104.1 | N/A | N/A | N/A | N/A | N/A | -100.0 | -53.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/21/2006
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