It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
HTWSX: Hartford Target Retirement 2020 R4 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/27/2006 |
| Last Dividend Date: | 12/31/2013 |
| 12-Mo. Yield | 5.79% |
| Expenses | 0.90% |
| Sign up to get fund ranking change alerts | |
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(%) | -5.7 | 8.8 | 6.3 | 10.9 | 3.9 | -1.8 | 11.5 | 13.4 | -1.1 | 14.1 | 29.9 | -32.0 | 8.3 | -0.4 |
| Sharpe Ratio | NA | 1.0 | 0.53 | 0.92 | 0.22 | -0.36 | 1.69 | 1.6 | -0.07 | 1.1 | 1.54 | -1.21 | 0.51 | -19.45 |
| Draw Down(%) | NA | 6.0 | 15.3 | 16.0 | 44.6 | 6.0 | 6.3 | 7.6 | 16.0 | 10.6 | 18.4 | 41.9 | 7.3 | 0.4 |
| Standard Deviation(%) | NA | 8.8 | 11.6 | 11.8 | 15.6 | 10.5 | 6.8 | 8.4 | 16.3 | 12.7 | 19.3 | 27.1 | 10.4 | 2.1 |
| Treynor Ratio | NA | 0.09 | 0.06 | 0.1 | 0.03 | -0.04 | 0.12 | 0.13 | -0.01 | 0.14 | 0.3 | -0.34 | 0.06 | -0.39 |
| Alpha | NA | -0.03 | -0.02 | -0.02 | -0.01 | -0.05 | -0.01 | 0.0 | -0.01 | 0.0 | 0.02 | -0.03 | 0.0 | 0.05 |
| Beta | NA | 0.95 | 1.03 | 1.04 | 0.99 | 0.95 | 0.93 | 1.0 | 1.06 | 1.03 | 1.0 | 0.96 | 0.92 | 1.05 |
| RSquared | NA | 0.47 | 0.88 | 0.91 | 0.96 | 0.33 | 0.95 | 0.97 | 0.97 | 0.99 | 0.97 | 0.99 | 0.98 | 1.0 |
| Yield(%) | N/A | 5.8 | 4.6 | 4.5 | N/A | 0.0 | 5.8 | 6.3 | 1.8 | 1.6 | 2.1 | 1.9 | 4.9 | 0.0 |
| Dividend Growth(%) | N/A | -2.3 | 233.3 | N/A | N/A | -100.0 | -2.3 | 243.1 | 23.7 | 0.7 | -26.7 | -60.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2016-2020 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2016-2020
Best Mutual Funds
- TRRBX (T.ROWE PRICE RETIREMENT 2020 FUND T. ROWE PRICE RETIREMENT 2020 FUND) (100%)
- FFFDX (FIDELITY FREEDOM 2020 FUND FIDELITY FREEDOM 2020 FUND) (98%)
- SWCRX (SCHWAB TARGET 2020 FUND SCHWAB TARGET 2020 FUND) (96%)
- TCLTX (TIAA-CREF LIFECYCLE 2020 FUND RETIREMENT CLASS) (94%)
- FDIFX (FIDELITY ADVISOR FREEDOM 2020 FUND CLASS I) (92%)
- PLWIX (PRINCIPAL LIFETIME 2020 FUND INSTITUTIONAL CLASS) (90%)
- PTBPX (PRINCIPAL LIFETIME 2020 FUND R-5) (88%)
- SPGRX (DEUTSCHE MULTI-ASSET GLOBAL ALLOCATION FUND CLASS S) (86%)
- MRTSX (MASSMUTUAL RETIRESMART 2020 FUND SERVICE CLASS) (82%)
- MRTYX (MASSMUTUAL RETIRESMART 2020 FUND ADMINISTRATIVE CLASS) (80%)
Latest Articles Related to HTWSX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
