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HGWJX: Hartford Growth I (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/05/2006 |
| Last Dividend Date: | 12/13/2013 |
| 12-Mo. Yield | 12.50% |
| Expenses | 0.95% |
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Performance Analytics (As of 04/04/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 09/05/2006 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -6.0 | 17.3 | 8.1 | 16.7 | 6.3 | -6.3 | 35.4 | 17.7 | -9.2 | 19.1 | 33.8 | -41.4 | 16.9 | 7.3 |
| Sharpe Ratio | NA | 1.15 | 0.38 | 0.79 | 0.23 | -1.16 | 2.78 | 1.13 | -0.31 | 0.86 | 1.24 | -1.07 | 0.78 | 2.03 |
| Draw Down(%) | NA | 11.3 | 25.8 | 25.8 | 53.4 | 11.3 | 7.3 | 14.3 | 25.8 | 19.8 | 21.7 | 51.6 | 10.7 | 2.5 |
| Standard Deviation(%) | NA | 15.0 | 21.0 | 21.1 | 24.5 | 19.3 | 12.7 | 15.8 | 30.0 | 22.1 | 27.1 | 39.7 | 17.7 | 10.4 |
| Treynor Ratio | NA | 0.16 | 0.07 | 0.15 | 0.05 | -0.22 | 0.34 | 0.17 | -0.08 | 0.17 | 0.31 | -0.41 | 0.13 | 0.22 |
| Alpha | NA | -0.03 | -0.03 | -0.01 | -0.01 | -0.09 | 0.0 | -0.01 | -0.03 | 0.02 | -0.01 | -0.01 | 0.02 | 0.02 |
| Beta | NA | 1.05 | 1.1 | 1.1 | 1.07 | 1.04 | 1.04 | 1.07 | 1.12 | 1.14 | 1.08 | 1.04 | 1.04 | 0.94 |
| RSquared | NA | 0.84 | 0.95 | 0.96 | 0.95 | 0.65 | 0.97 | 0.97 | 0.98 | 0.97 | 0.96 | 0.95 | 0.94 | 0.9 |
| Yield(%) | N/A | 12.5 | 4.5 | 4.7 | N/A | 0.0 | 13.2 | 0.0 | 0.0 | 0.0 | 0.5 | 0.0 | 8.9 | 7.3 |
| Dividend Growth(%) | N/A | N/A | 4163.3 | N/A | N/A | -100.0 | N/A | N/A | N/A | -100.0 | N/A | -100.0 | 21.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/05/2006
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See LARGE GROWTH Asset Class Trend Rankings |
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