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HIPSX: THE HARTFORD INFLATION PLUS FUND CLASS R4 (MUTUAL FUND)
Basic Info 10.24 0.04(0.39%) June 05
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (40%) |
| Start Date: | 12/27/2006 |
| Last Dividend Date: | 05/28/2026 |
| 12-Mo. Yield | 3.12% |
| Expenses | 0.87% |
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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(%) | -0.6 | 1.4 | 5.2 | 4.5 | 1.8 | 2.8 | 2.3 | 3.4 | 7.4 | 1.9 | 4.7 | -8.9 | 4.7 | 9.2 | 6.6 | -1.4 | 1.7 | 5.2 | -1.5 | 0.6 | -9.2 | 6.3 | 13.0 | 5.8 | 10.4 | -0.7 | 11.5 | -0.1 |
| Sharpe Ratio | NA | 0.23 | 0.94 | 0.29 | -0.15 | 0.24 | NA | 0.4 | 1.37 | -0.44 | 0.17 | -1.47 | 1.47 | 1.67 | 1.8 | -1.24 | 0.15 | 1.45 | -0.39 | 0.18 | -1.7 | 1.34 | 1.94 | 0.96 | 1.3 | -0.17 | 1.02 | -13.71 |
| Draw Down(%) | NA | 1.8 | 1.8 | 3.9 | 11.5 | 11.5 | NA | 14.0 | 2.7 | 3.3 | 5.1 | 11.1 | 2.0 | 9.2 | 1.4 | 2.1 | 4.1 | 2.9 | 4.1 | 3.6 | 11.1 | 2.3 | 3.4 | 5.5 | 4.1 | 14.0 | 4.3 | 0.1 |
| Standard Deviation(%) | NA | 3.0 | 2.7 | 4.1 | 5.0 | 4.7 | NA | 5.7 | 3.3 | 3.9 | 6.3 | 7.1 | 3.2 | 5.3 | 2.9 | 2.2 | 6.6 | 3.4 | 4.0 | 3.1 | 5.4 | 4.7 | 6.7 | 5.9 | 8.0 | 10.2 | 8.2 | 1.1 |
| Treynor Ratio | NA | 0.01 | 0.04 | 0.02 | -0.01 | 0.02 | NA | 0.03 | 0.06 | -0.02 | 0.01 | -0.14 | 0.08 | 0.14 | 0.08 | -0.05 | 0.01 | 0.08 | -0.02 | 0.01 | -0.11 | 0.06 | 0.14 | 0.06 | 0.11 | -0.02 | 0.07 | -0.13 |
| Alpha | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 |
| Beta | NA | 0.79 | 0.74 | 0.78 | 0.75 | 0.71 | NA | 0.82 | 0.71 | 0.77 | 0.84 | 0.74 | 0.58 | 0.63 | 0.64 | 0.61 | 0.77 | 0.65 | 0.64 | 0.63 | 0.87 | 0.97 | 0.91 | 0.98 | 0.97 | 0.9 | 1.13 | 1.14 |
| RSquared | NA | 0.88 | 0.84 | 0.81 | 0.81 | 0.66 | NA | 0.74 | 0.82 | 0.8 | 0.83 | 0.83 | 0.67 | 0.71 | 0.76 | 0.7 | 0.17 | 0.7 | 0.81 | 0.81 | 0.87 | 0.86 | 0.86 | 0.91 | 0.88 | 0.82 | 0.59 | 1.0 |
| Yield(%) | N/A | 1.6 | N/A | N/A | N/A | N/A | N/A | N/A | 3.7 | 2.9 | 3.3 | 5.2 | 2.9 | 1.6 | 1.7 | 3.5 | 4.4 | 2.3 | 0.0 | 0.6 | 3.4 | 4.4 | 7.3 | 5.8 | 1.4 | 4.9 | 4.6 | 0.0 |
| Dividend Growth(%) | N/A | -56.8 | N/A | N/A | N/A | N/A | N/A | N/A | 29.1 | -13.1 | -44.3 | 82.9 | 90.5 | -1.7 | -53.1 | -23.0 | 95.1 | N/A | -100.0 | -84.9 | -19.9 | -36.4 | 24.4 | 355.2 | -73.6 | 15.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/21/2006
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