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HVOSX: THE HARTFORD VALUE OPPORTUNITIES FUND CLASS R4 (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/27/2006 |
| Last Dividend Date: | 06/28/2023 |
| 12-Mo. Yield | 6.14% |
| Expenses | 0.57% |
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Performance Analytics (As of 11/06/2023)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/27/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.6 | -0.9 | 8.8 | 6.8 | 6.9 | 11.1 | 5.7 | -4.0 | -5.1 | 27.6 | 2.3 | 29.2 | -9.2 | 11.4 | 17.4 | -4.8 | 8.0 | 32.2 | 18.2 | -4.9 | 17.2 | 44.7 | -41.9 | -6.8 | -0.8 |
| Sharpe Ratio | NA | -0.41 | 0.47 | 0.27 | 0.34 | NA | 0.23 | -0.79 | -0.34 | 2.11 | 0.06 | 2.54 | -0.7 | 1.34 | 0.96 | -0.3 | 0.69 | 2.68 | 1.25 | -0.19 | 0.86 | 1.34 | -0.94 | -0.58 | -10.51 |
| Draw Down(%) | NA | 9.8 | 18.6 | 36.5 | 36.5 | NA | 65.1 | 9.4 | 18.6 | 5.9 | 36.5 | 5.9 | 19.4 | 4.6 | 13.7 | 15.9 | 10.4 | 5.0 | 14.0 | 24.9 | 17.4 | 30.8 | 55.9 | 19.2 | 0.8 |
| Standard Deviation(%) | NA | 12.5 | 15.3 | 20.4 | 17.5 | NA | 21.7 | 11.6 | 19.0 | 13.0 | 35.4 | 11.0 | 15.1 | 8.1 | 17.8 | 16.3 | 11.5 | 12.0 | 14.7 | 26.2 | 19.9 | 33.1 | 45.5 | 16.9 | 6.3 |
| Treynor Ratio | NA | -0.06 | 0.07 | 0.06 | 0.06 | NA | 0.05 | -0.1 | -0.07 | 0.27 | 0.02 | 0.3 | -0.11 | 0.1 | 0.13 | -0.05 | 0.08 | 0.31 | 0.16 | -0.05 | 0.16 | 0.43 | -0.42 | -0.1 | -0.4 |
| Alpha | NA | -0.02 | -0.01 | 0.0 | -0.01 | NA | 0.0 | -0.02 | -0.01 | 0.0 | 0.0 | 0.02 | -0.02 | -0.02 | -0.01 | -0.01 | -0.02 | 0.0 | 0.01 | -0.02 | 0.01 | 0.08 | -0.03 | -0.03 | 0.14 |
| Beta | NA | 0.9 | 0.98 | 0.98 | 1.0 | NA | 1.02 | 0.87 | 0.99 | 1.0 | 0.99 | 0.94 | 0.95 | 1.05 | 1.27 | 1.02 | 1.01 | 1.02 | 1.12 | 1.09 | 1.07 | 1.03 | 1.02 | 0.95 | 1.66 |
| RSquared | NA | 0.87 | 0.93 | 0.97 | 0.95 | NA | 0.95 | 0.82 | 0.97 | 0.97 | 0.99 | 0.96 | 0.97 | 0.83 | 0.9 | 0.93 | 0.91 | 0.9 | 0.93 | 0.98 | 0.97 | 0.96 | 0.95 | 0.91 | 1.0 |
| Yield(%) | N/A | 6.1 | 5.9 | 5.6 | 5.5 | 9.1 | N/A | 0.2 | 5.5 | 7.5 | 2.1 | 6.1 | 6.0 | 4.8 | 1.7 | 7.5 | 8.0 | 0.6 | 1.8 | 1.0 | 0.2 | 0.5 | 1.2 | 15.0 | 0.0 |
| Dividend Growth(%) | N/A | -7.8 | 8.5 | 36.5 | N/A | N/A | N/A | -96.6 | -10.8 | 256.8 | -57.9 | -14.3 | 31.8 | 237.6 | -80.6 | -5.3 | 1533.0 | -58.8 | 67.6 | 403.7 | -40.0 | -73.5 | -93.7 | 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 LARGE VALUE Asset Class Trend Rankings |
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