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HTWTX: Hartford Target Retirement 2020 R5 (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 | 5.96% |
| Expenses | 0.85% |
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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 | 8.3 | 6.2 | 10.8 | 4.0 | -2.4 | 11.8 | 13.4 | -1.0 | 14.1 | 29.9 | -31.8 | 8.6 | -0.4 |
| Sharpe Ratio | NA | 0.93 | 0.53 | 0.92 | 0.22 | -0.45 | 1.74 | 1.61 | -0.07 | 1.1 | 1.55 | -1.2 | 0.53 | -19.45 |
| Draw Down(%) | NA | 6.7 | 15.2 | 15.9 | 44.3 | 6.7 | 6.3 | 7.5 | 15.9 | 10.6 | 18.4 | 41.9 | 7.3 | 0.4 |
| Standard Deviation(%) | NA | 8.9 | 11.5 | 11.7 | 15.6 | 11.2 | 6.7 | 8.4 | 16.2 | 12.7 | 19.2 | 27.1 | 10.4 | 2.1 |
| Treynor Ratio | NA | 0.09 | 0.06 | 0.11 | 0.03 | -0.05 | 0.13 | 0.14 | -0.01 | 0.14 | 0.3 | -0.34 | 0.06 | -0.4 |
| Alpha | NA | -0.03 | -0.02 | -0.01 | -0.01 | -0.06 | -0.01 | 0.0 | -0.01 | 0.0 | 0.02 | -0.03 | 0.01 | 0.05 |
| Beta | NA | 0.93 | 0.99 | 1.01 | 0.98 | 0.94 | 0.92 | 1.0 | 1.01 | 1.03 | 0.99 | 0.96 | 0.91 | 1.04 |
| RSquared | NA | 0.45 | 0.83 | 0.89 | 0.95 | 0.28 | 0.96 | 0.97 | 0.9 | 0.99 | 0.97 | 0.99 | 0.98 | 1.0 |
| Yield(%) | N/A | 6.0 | 4.6 | 4.6 | N/A | 0.0 | 5.9 | 6.3 | 1.8 | 1.6 | 2.1 | 2.1 | 5.1 | 0.0 |
| Dividend Growth(%) | N/A | 0.0 | 226.7 | N/A | N/A | -100.0 | 0.0 | 236.8 | 24.5 | 0.6 | -32.8 | -57.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2006
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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 |
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