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HRASX: THE HARTFORD GROWTH ALLOCATION FUND CLASS R4 (MUTUAL FUND)
Basic Info 16.43 0.41(2.43%) June 05
| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: | (35%) |
| Start Date: | 12/27/2006 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 11.02% |
| Expenses | 1.10% |
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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(%) | -2.3 | 6.7 | 19.4 | 16.0 | 5.4 | 7.8 | 6.8 | 5.8 | 17.2 | 15.2 | 14.9 | -19.9 | 7.4 | 10.1 | 18.5 | -7.4 | 18.4 | 5.2 | -3.7 | 1.5 | 20.3 | 15.5 | -4.3 | 14.8 | 28.7 | -34.6 | 11.0 | -0.4 |
| Sharpe Ratio | NA | 1.09 | 1.59 | 1.09 | 0.21 | 0.43 | NA | 0.3 | 1.04 | 1.16 | 1.16 | -1.14 | 0.59 | 0.37 | 1.74 | -0.73 | 2.87 | 0.41 | -0.32 | 0.16 | 2.14 | 1.4 | -0.22 | 0.99 | 1.28 | -1.14 | 0.59 | -16.01 |
| Draw Down(%) | NA | 7.9 | 7.9 | 14.1 | 27.8 | 30.5 | NA | 48.9 | 14.1 | 6.6 | 9.5 | 23.2 | 9.6 | 30.5 | 5.5 | 16.2 | 2.1 | 11.2 | 13.4 | 8.4 | 7.1 | 9.8 | 19.6 | 12.5 | 21.3 | 45.0 | 8.7 | 0.4 |
| Standard Deviation(%) | NA | 12.7 | 10.6 | 11.7 | 13.5 | 14.2 | NA | 15.7 | 13.8 | 10.0 | 9.8 | 18.8 | 12.5 | 26.4 | 9.8 | 12.1 | 6.2 | 12.0 | 11.6 | 9.1 | 9.5 | 11.1 | 19.8 | 14.9 | 22.4 | 31.0 | 13.4 | 2.7 |
| Treynor Ratio | NA | 0.11 | 0.13 | 0.11 | 0.02 | 0.05 | NA | 0.04 | 0.12 | 0.1 | 0.11 | -0.19 | 0.06 | 0.08 | 0.13 | -0.07 | 0.13 | 0.03 | -0.03 | 0.01 | 0.15 | 0.11 | -0.03 | 0.11 | 0.22 | -0.27 | 0.06 | -0.25 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | NA | -0.01 | 0.01 | 0.0 | -0.01 | 0.0 | -0.03 | -0.03 | -0.03 | -0.01 | 0.0 | -0.03 | -0.02 | -0.04 | -0.01 | 0.0 | -0.04 | -0.01 | 0.01 | -0.03 | 0.01 | 0.17 |
| Beta | NA | 1.31 | 1.26 | 1.17 | 1.14 | 1.2 | NA | 1.28 | 1.17 | 1.14 | 1.04 | 1.12 | 1.22 | 1.26 | 1.28 | 1.2 | 1.42 | 1.47 | 1.25 | 1.29 | 1.31 | 1.46 | 1.44 | 1.39 | 1.33 | 1.31 | 1.43 | 1.69 |
| RSquared | NA | 0.96 | 0.95 | 0.94 | 0.89 | 0.91 | NA | 0.94 | 0.95 | 0.93 | 0.92 | 0.91 | 0.66 | 0.97 | 0.87 | 0.94 | 0.83 | 0.92 | 0.88 | 0.89 | 0.9 | 0.92 | 0.98 | 0.98 | 0.96 | 0.98 | 0.95 | 1.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 11.5 | 3.6 | 1.8 | 1.5 | 2.1 | 1.4 | 1.7 | 3.3 | 2.7 | 0.5 | 6.5 | 24.7 | 0.7 | 2.9 | 1.0 | 1.1 | 0.9 | 3.0 | 10.3 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 261.0 | 128.7 | -10.2 | -22.9 | 61.3 | -1.1 | -55.5 | 43.2 | 523.9 | -93.7 | -79.7 | 4062.8 | -73.2 | 176.7 | 5.5 | 61.8 | -82.0 | -71.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/21/2006
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