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HMDYX: THE HARTFORD MIDCAP FUND CLASS Y (MUTUAL FUND)
Basic Info 30.96 1.15(3.58%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 08/05/1999 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 15.91% |
| Expenses | 0.86% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/05/1999 |
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 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.4 | 5.6 | 5.5 | 6.6 | -2.0 | 6.2 | 7.9 | 7.5 | 8.6 | -14.2 | 1.5 | 12.6 | -29.2 | 0.0 | 14.1 | 32.7 | -7.6 | 24.4 | 11.9 | 1.6 | 11.0 | 39.6 | 19.4 | -8.0 | 23.6 | 30.5 | -35.5 | 15.1 | 11.6 | 17.0 | 16.5 | 36.6 | -14.5 | -4.3 | 10.8 | 24.5 |
| Sharpe Ratio | NA | 0.84 | 0.37 | 0.26 | -0.18 | 0.22 | NA | NA | 0.34 | -0.59 | -0.3 | 0.48 | -1.05 | 0.0 | 0.36 | 2.07 | -0.49 | 2.46 | 0.71 | 0.1 | 0.78 | 2.98 | 1.28 | -0.28 | 1.19 | 1.12 | -0.95 | 0.74 | 0.64 | 1.22 | 1.19 | 2.17 | -0.64 | -0.29 | 0.21 | 3.37 |
| Draw Down(%) | NA | 14.0 | 15.9 | 26.8 | 39.0 | 39.0 | NA | NA | 50.8 | 25.2 | 12.6 | 16.3 | 31.0 | 14.9 | 38.0 | 8.2 | 24.4 | 4.7 | 13.8 | 11.1 | 11.7 | 6.6 | 11.2 | 28.5 | 14.9 | 22.3 | 49.7 | 12.1 | 13.2 | 8.1 | 11.0 | 11.6 | 31.1 | 26.9 | 21.3 | 8.2 |
| Standard Deviation(%) | NA | 22.5 | 18.6 | 20.1 | 22.0 | 22.0 | NA | NA | 21.6 | 29.1 | 16.8 | 17.7 | 29.3 | 19.1 | 38.4 | 15.1 | 18.3 | 9.7 | 16.6 | 15.6 | 14.1 | 13.3 | 15.2 | 28.1 | 19.8 | 27.1 | 38.1 | 16.5 | 13.1 | 12.2 | 13.1 | 16.5 | 24.3 | 23.1 | 31.3 | 20.0 |
| Treynor Ratio | NA | 0.16 | 0.06 | 0.05 | -0.04 | 0.05 | NA | NA | 0.08 | -0.16 | -0.05 | 0.09 | -0.36 | 0.0 | 0.14 | 0.3 | -0.09 | 0.22 | 0.12 | 0.02 | 0.11 | 0.41 | 0.21 | -0.08 | 0.26 | 0.34 | -0.46 | 0.13 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | -0.01 | -0.03 | -0.03 | -0.02 | NA | NA | 0.01 | -0.11 | -0.05 | -0.03 | -0.02 | -0.05 | -0.06 | -0.01 | -0.01 | 0.0 | 0.02 | 0.01 | -0.01 | 0.03 | 0.02 | -0.02 | -0.01 | -0.02 | 0.02 | 0.0 | 0.02 | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.15 | 1.11 | 1.08 | 0.96 | 0.97 | NA | NA | 0.92 | 1.08 | 1.0 | 0.99 | 0.86 | 0.77 | 1.0 | 1.05 | 0.98 | 1.08 | 1.0 | 0.96 | 1.0 | 0.97 | 0.91 | 0.98 | 0.89 | 0.89 | 0.8 | 0.94 | 0.84 | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.92 | 0.89 | 0.91 | 0.87 | 0.87 | NA | NA | 0.69 | 0.66 | 0.82 | 0.89 | 0.89 | 0.55 | 0.86 | 0.94 | 0.95 | 0.83 | 0.93 | 0.94 | 0.95 | 0.94 | 0.93 | 0.98 | 0.97 | 0.97 | 0.95 | 0.96 | 0.18 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 15.7 | 8.0 | 4.4 | 6.0 | 7.5 | 7.0 | N/A | 15.6 | 4.9 | 2.0 | 5.2 | 0.6 | 0.0 | 5.5 | 9.5 | 4.7 | 2.9 | 6.7 | 9.5 | 9.0 | 7.0 | 10.6 | 0.0 | 0.0 | 0.0 | 17.5 | 15.8 | 17.7 | 2.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 226.2 | 207.3 | 41.4 | -7.2 | N/A | N/A | N/A | 226.2 | 182.4 | -73.7 | 775.5 | N/A | -100.0 | -52.1 | 140.5 | 81.3 | -59.6 | -27.7 | 32.9 | 44.1 | -46.2 | N/A | N/A | N/A | -100.0 | 3.6 | -9.1 | 828.8 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/05/1999
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