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IHOAX: THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND CLASS A (MUTUAL FUND)
Basic Info 23.43 0.98(4.01%) June 05
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (59%) |
| Start Date: | 12/24/1996 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 8.45% |
| Expenses | 0.79% |
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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 | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.0 | 7.5 | 20.2 | 16.5 | 4.6 | 7.6 | 6.0 | 5.7 | 5.7 | 29.9 | 8.0 | 11.6 | -18.3 | -1.7 | 20.3 | 25.7 | -19.0 | 24.2 | 0.7 | 1.0 | -4.7 | 20.3 | 19.1 | -13.8 | 14.4 | 32.5 | -42.7 | 26.4 | 23.7 | 13.7 | 17.5 | 31.5 | -20.2 | -18.7 | -15.5 | 39.1 | 12.5 | -0.8 | 1.4 |
| Sharpe Ratio | NA | 0.8 | 1.13 | 0.89 | 0.13 | 0.35 | NA | NA | 0.22 | 1.71 | 0.34 | 0.61 | -0.93 | -0.1 | 0.67 | 2.16 | -1.35 | 2.78 | 0.03 | 0.07 | -0.4 | 1.6 | 1.18 | -0.52 | 0.66 | 1.08 | -1.08 | 1.22 | 1.34 | 1.1 | 1.19 | 2.09 | -1.1 | -1.27 | -1.29 | 2.84 | 0.5 | -0.38 | 30.76 |
| Draw Down(%) | NA | 11.8 | 11.8 | 14.1 | 37.7 | 37.7 | NA | NA | 58.4 | 14.1 | 8.3 | 11.7 | 30.1 | 14.6 | 32.9 | 7.6 | 27.6 | 2.8 | 12.6 | 13.8 | 13.1 | 8.9 | 12.9 | 25.1 | 17.7 | 27.3 | 54.0 | 13.7 | 17.0 | 6.5 | 9.9 | 17.2 | 29.7 | 32.4 | 22.4 | 6.8 | 25.6 | 13.4 | 0.0 |
| Standard Deviation(%) | NA | 19.7 | 15.4 | 14.9 | 16.6 | 17.3 | NA | NA | 18.7 | 15.9 | 12.8 | 13.0 | 21.3 | 16.7 | 29.8 | 11.2 | 15.2 | 8.5 | 17.3 | 15.2 | 11.6 | 12.7 | 16.2 | 26.7 | 21.8 | 30.0 | 40.4 | 19.1 | 15.2 | 10.4 | 13.8 | 14.7 | 19.5 | 16.9 | 15.3 | 12.6 | 18.0 | 11.6 | 4.3 |
| Treynor Ratio | NA | 0.15 | 0.17 | 0.13 | 0.02 | 0.06 | NA | NA | 0.04 | 0.27 | 0.04 | 0.08 | -0.2 | -0.02 | 0.27 | 0.24 | -0.19 | 0.22 | 0.0 | 0.01 | -0.05 | 0.21 | 0.2 | -0.14 | 0.14 | 0.31 | -0.46 | 0.22 | 0.19 | 0.12 | 0.17 | 0.31 | -0.22 | -0.23 | -0.2 | 0.39 | 0.1 | -0.06 | 0.95 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | -0.02 | 0.0 | NA | NA | 0.0 | -0.01 | 0.01 | -0.02 | -0.03 | -0.05 | 0.06 | 0.01 | -0.02 | -0.01 | -0.01 | 0.02 | 0.0 | 0.0 | 0.01 | -0.01 | 0.02 | 0.0 | -0.02 | 0.05 | -0.01 | 0.0 | 0.0 | -0.01 | -0.03 | 0.01 | -0.01 | 0.04 | -0.01 | -0.02 | -0.27 |
| Beta | NA | 1.07 | 1.02 | 1.0 | 0.99 | 0.94 | NA | NA | 0.96 | 1.0 | 0.99 | 0.97 | 0.97 | 1.03 | 0.75 | 1.01 | 1.1 | 1.06 | 0.97 | 0.96 | 1.01 | 0.97 | 0.96 | 0.97 | 1.01 | 1.03 | 0.96 | 1.06 | 1.09 | 0.95 | 0.96 | 0.98 | 0.96 | 0.95 | 0.99 | 0.92 | 0.89 | 0.7 | 1.38 |
| RSquared | NA | 0.91 | 0.89 | 0.91 | 0.87 | 0.75 | NA | NA | 0.88 | 0.9 | 0.91 | 0.93 | 0.95 | 0.63 | 0.47 | 0.91 | 0.94 | 0.85 | 0.96 | 0.95 | 0.94 | 0.95 | 0.97 | 0.98 | 0.97 | 0.97 | 0.95 | 0.87 | 0.92 | 0.86 | 0.9 | 0.89 | 0.95 | 0.94 | 0.89 | 0.86 | 0.91 | 0.83 | 0.67 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 9.8 | 1.4 | 1.5 | 0.5 | 1.3 | 0.4 | 1.6 | 3.1 | 5.7 | 1.0 | 2.4 | 11.9 | 4.9 | 1.3 | 1.0 | 0.6 | 0.7 | 1.3 | 19.3 | 3.4 | 0.4 | 0.2 | 0.0 | 0.0 | 0.1 | 4.2 | 8.0 | 0.2 | 0.5 | 0.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 646.0 | 0.4 | 161.5 | -64.0 | 241.9 | -65.1 | -59.6 | -36.1 | 454.7 | -56.7 | -83.2 | 172.3 | 331.2 | 12.3 | 77.0 | 19.2 | -68.9 | -92.8 | 569.8 | 958.7 | 142.1 | 375.0 | N/A | -100.0 | -98.3 | -32.5 | 6000.0 | -70.4 | -16.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/22/1996
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