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HMCSX: HARTFORD SMALL/MID CAP EQUITY HLS FUND HARTFORD SMALL/MID CAP EQUITY HLS FUND CLASS IA (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/30/1998 |
| Last Dividend Date: | 08/27/2020 |
| 12-Mo. Yield | 6.00% |
| Expenses | 0.92% |
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Performance Analytics (As of 11/13/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/30/1998 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -17.2 | 0.9 | 5.6 | 2.6 | 0.6 | 1.2 | 1.9 | -21.2 | 39.8 | -10.1 | 14.4 | 16.5 | -4.7 | -16.1 | 26.9 | -0.3 | -9.3 | 25.0 | 47.6 | -47.6 | -6.3 | -4.0 | -10.3 | 12.8 | 30.8 | -13.0 | -4.2 | 8.8 | 10.9 | 2.8 |
| Sharpe Ratio | NA | -0.41 | 0.0 | 0.21 | 0.1 | NA | NA | 0.02 | -0.52 | 2.55 | -0.64 | 1.3 | 0.98 | -0.31 | -0.6 | 1.66 | -0.02 | -0.33 | 1.12 | 1.53 | -1.09 | -0.41 | -0.36 | -0.72 | 0.84 | 1.9 | -0.59 | -0.29 | 0.15 | 0.47 | NA |
| Draw Down(%) | NA | 36.5 | 36.5 | 36.5 | 36.5 | NA | NA | 67.1 | 36.5 | 8.8 | 24.1 | 4.4 | 14.9 | 13.9 | 29.5 | 12.6 | 19.0 | 31.8 | 17.6 | 22.1 | 58.5 | 21.7 | 15.9 | 14.7 | 10.7 | 12.5 | 29.5 | 26.5 | 23.4 | 13.0 | 0.0 |
| Standard Deviation(%) | NA | 43.1 | 28.3 | 23.7 | 22.9 | NA | NA | 24.1 | 46.0 | 15.0 | 17.7 | 10.6 | 16.5 | 15.5 | 26.7 | 16.1 | 21.1 | 28.5 | 22.2 | 31.0 | 44.4 | 22.8 | 20.3 | 17.4 | 14.1 | 15.9 | 23.7 | 22.4 | 32.3 | 16.2 | 0.0 |
| Treynor Ratio | NA | -0.2 | 0.0 | 0.05 | 0.02 | NA | NA | 0.01 | -0.28 | 0.35 | -0.11 | 0.11 | 0.16 | -0.05 | -0.15 | 0.25 | 0.0 | -0.09 | 0.25 | 0.5 | -0.49 | -0.09 | -0.07 | -0.13 | 0.12 | 0.31 | -0.15 | -0.07 | 0.05 | 0.09 | 0.0 |
| Alpha | NA | -0.11 | -0.03 | -0.02 | -0.03 | NA | NA | -0.02 | -0.13 | 0.02 | 0.0 | -0.03 | 0.02 | -0.01 | -0.11 | -0.03 | -0.06 | -0.03 | 0.0 | 0.03 | -0.04 | -0.05 | -0.06 | -0.09 | -0.02 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | NA |
| Beta | NA | 0.87 | 0.92 | 0.94 | 0.97 | NA | NA | 0.97 | 0.87 | 1.1 | 1.03 | 1.23 | 1.03 | 0.97 | 1.05 | 1.07 | 0.99 | 1.0 | 1.01 | 0.94 | 0.98 | 1.08 | 1.06 | 0.96 | 0.98 | 0.96 | 0.94 | 0.97 | 0.98 | 0.87 | NA |
| RSquared | NA | 0.59 | 0.66 | 0.69 | 0.67 | NA | NA | 0.79 | 0.59 | 0.88 | 0.91 | 0.83 | 0.91 | 0.9 | 0.28 | 0.7 | 0.52 | 0.91 | 0.97 | 0.98 | 0.97 | 0.65 | 0.46 | 0.47 | 0.78 | 0.95 | 0.98 | 0.96 | 0.78 | 0.83 | 0.0 |
| Yield(%) | N/A | 6.0 | 12.0 | 10.7 | 6.1 | 3.3 | 3.1 | N/A | 5.7 | 23.3 | 10.3 | 4.2 | 8.1 | 17.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.3 | 12.5 | 0.1 | 0.2 |
| Dividend Growth(%) | N/A | -71.9 | 16.2 | 136.7 | 398.2 | N/A | N/A | N/A | -71.9 | 80.8 | 170.3 | -43.1 | -64.5 | 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 | -100.0 | -97.9 | 11900.0 | -35.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/1998
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