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HTHSX: Hartford Target Retirement 2030 R4 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/27/2006 |
| Last Dividend Date: | 12/31/2013 |
| 12-Mo. Yield | 5.36% |
| Expenses | 0.90% |
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Performance Analytics (As of 06/25/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 12/27/2006 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -6.4 | 11.0 | 7.9 | 12.1 | 4.3 | -2.4 | 16.8 | 15.0 | -2.4 | 15.0 | 29.1 | -34.3 | 10.2 | -0.4 |
| Sharpe Ratio | NA | 1.06 | 0.56 | 0.86 | 0.2 | -0.4 | 2.05 | 1.46 | -0.13 | 0.98 | 1.29 | -1.12 | 0.54 | -18.88 |
| Draw Down(%) | NA | 6.9 | 17.9 | 18.7 | 48.7 | 6.9 | 6.6 | 9.1 | 18.7 | 12.5 | 21.2 | 44.8 | 8.8 | 0.4 |
| Standard Deviation(%) | NA | 10.4 | 13.9 | 14.1 | 18.4 | 12.3 | 8.2 | 10.3 | 19.4 | 15.1 | 22.4 | 31.3 | 13.2 | 2.3 |
| Treynor Ratio | NA | 0.12 | 0.08 | 0.12 | 0.04 | -0.05 | 0.18 | 0.15 | -0.03 | 0.15 | 0.31 | -0.39 | 0.08 | -0.66 |
| Alpha | NA | -0.03 | -0.02 | -0.02 | -0.01 | -0.06 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.03 | 0.01 | -0.05 |
| Beta | NA | 0.93 | 0.96 | 0.97 | 0.93 | 0.93 | 0.92 | 0.97 | 0.96 | 0.99 | 0.95 | 0.9 | 0.94 | 0.68 |
| RSquared | NA | 0.51 | 0.84 | 0.9 | 0.95 | 0.37 | 0.96 | 0.98 | 0.91 | 0.99 | 0.97 | 0.99 | 0.98 | 1.0 |
| Yield(%) | N/A | 5.4 | 4.4 | 4.2 | N/A | 0.0 | 5.4 | 6.6 | 1.4 | 1.2 | 1.4 | 1.2 | 5.1 | 0.0 |
| Dividend Growth(%) | N/A | -11.5 | 320.0 | N/A | N/A | -100.0 | -11.5 | 350.4 | 39.2 | 6.6 | -22.2 | -75.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2006
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2026-2030 Asset Class Trend Rankings |
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