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HIAHX: HARTFORD HEALTHCARE HLS FUND IA (MUTUAL FUND)
Basic Info 17.65 0(0.0%) June 05
| Asset Class: | Health |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 12/28/2000 |
| Last Dividend Date: | 08/25/2025 |
| 12-Mo. Yield | 6.17% |
| Expenses | 1.16% |
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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 12/28/2000 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.9 | -1.1 | 21.5 | 6.0 | -4.7 | 2.4 | 6.2 | 4.2 | 5.5 | 16.0 | 0.4 | 4.1 | -31.9 | -1.1 | 1.4 | 33.8 | -2.7 | 22.4 | -8.7 | 13.1 | 16.9 | 41.7 | 20.2 | 8.5 | 6.9 | 21.9 | -30.7 | -8.6 | -4.6 | 4.4 | 12.9 | 30.3 | -19.0 | 2.1 | 35.2 |
| Sharpe Ratio | NA | -0.31 | 1.24 | 0.19 | -0.34 | 0.03 | NA | NA | 0.2 | 0.75 | -0.27 | 0.04 | -0.92 | -0.07 | 0.03 | 2.09 | -0.22 | 2.11 | -0.47 | 0.69 | 0.96 | 2.91 | 1.61 | 0.36 | 0.41 | 1.03 | -0.99 | -0.63 | -0.49 | 0.15 | 0.88 | 1.71 | -0.81 | -0.02 | NA |
| Draw Down(%) | NA | 10.8 | 10.8 | 22.4 | 46.2 | 46.2 | NA | NA | 54.0 | 15.8 | 14.7 | 11.5 | 39.3 | 17.4 | 28.6 | 8.1 | 21.0 | 5.8 | 19.5 | 18.2 | 12.9 | 10.3 | 7.7 | 21.2 | 16.0 | 21.8 | 40.8 | 16.2 | 16.1 | 9.2 | 11.9 | 11.9 | 32.5 | 18.1 | 0.0 |
| Standard Deviation(%) | NA | 16.3 | 15.2 | 14.7 | 21.1 | 21.2 | NA | NA | 20.9 | 17.6 | 12.2 | 12.3 | 36.4 | 16.6 | 36.2 | 15.4 | 18.3 | 10.4 | 18.7 | 19.0 | 17.7 | 14.4 | 12.6 | 23.4 | 16.7 | 21.1 | 31.9 | 18.7 | 16.4 | 13.9 | 13.5 | 17.4 | 24.7 | 18.0 | 0.0 |
| Treynor Ratio | NA | -0.05 | 0.19 | 0.03 | -0.07 | 0.01 | NA | NA | 0.04 | 0.13 | -0.03 | 0.0 | -0.27 | -0.01 | 0.01 | 0.29 | -0.04 | 0.24 | -0.08 | 0.12 | 0.15 | 0.37 | 0.17 | 0.07 | 0.05 | 0.2 | -0.3 | -0.1 | -0.07 | 0.02 | 0.09 | 0.25 | -0.17 | 0.0 | NA |
| Alpha | NA | 0.0 | 0.01 | 0.0 | -0.04 | -0.02 | NA | NA | -0.01 | 0.0 | 0.01 | 0.0 | -0.13 | -0.06 | -0.04 | 0.03 | -0.01 | 0.03 | 0.01 | 0.0 | -0.05 | -0.02 | 0.01 | -0.02 | 0.0 | 0.0 | -0.06 | -0.05 | -0.06 | -0.05 | 0.0 | 0.0 | -0.02 | 0.04 | NA |
| Beta | NA | 1.02 | 1.0 | 1.0 | 1.08 | 1.07 | NA | NA | 1.11 | 0.99 | 1.0 | 1.01 | 1.22 | 1.08 | 1.08 | 1.1 | 1.11 | 0.9 | 1.13 | 1.09 | 1.16 | 1.13 | 1.17 | 1.27 | 1.25 | 1.11 | 1.05 | 1.2 | 1.24 | 1.25 | 1.26 | 1.18 | 1.16 | 1.09 | NA |
| RSquared | NA | 0.96 | 0.97 | 0.95 | 0.66 | 0.71 | NA | NA | 0.69 | 0.94 | 0.93 | 0.94 | 0.54 | 0.55 | 0.71 | 0.91 | 0.91 | 0.74 | 0.95 | 0.94 | 0.73 | 0.69 | 0.86 | 0.95 | 0.92 | 0.94 | 0.89 | 0.53 | 0.51 | 0.61 | 0.89 | 0.91 | 0.89 | 0.86 | 0.0 |
| Yield(%) | N/A | 0.0 | 6.1 | 2.8 | 1.1 | 5.7 | 8.4 | 5.7 | N/A | 5.7 | 0.8 | 1.8 | 0.0 | 0.2 | 0.5 | 15.8 | 6.5 | 17.0 | 22.0 | 12.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 3.5 | 0.0 | 0.0 | 0.0 | 26.6 |
| Dividend Growth(%) | N/A | -100.0 | 616.8 | 637.5 | -90.6 | 335.0 | N/A | N/A | N/A | 616.8 | -54.4 | N/A | -100.0 | -56.2 | -96.0 | 115.6 | -59.6 | -43.0 | 71.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/2000
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