Nasdaq - Delayed Quote USD

Hartford Conservative Allocation R3 (HCVRX)

11.18
-0.02
(-0.18%)
At close: 8:06:06 AM EDT

Fund Summary

The fund seeks to meet its investment objective through investment in a combination of other mutual funds and ETFs advised by Hartford Funds Management Company, LLC or a wholly owned subsidiary of the Investment Manager. The underlying funds, include fixed income funds, equity funds and funds that may have exposures to alternative asset classes, including commodities. The Investment Manager anticipates allocating approximately 20%-50% of the fund's total assets to the equity component and approximately 50%-80% of the fund's total assets to the fixed income component.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 13.40%
Worst 1Y Total Return --
Number of Years Up 13
Number of Years Down 5

Performance & Risk

YTD Return 0.90%
5y Average Return 4.44%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.74
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
HCVRXCategory AverageHCVRXCategory AverageHCVRXCategory Average
Alpha -1.67 -0.01 -1.82 -0.01 -1.72 -0
BETA 0.74 0.01 0.72 0.01 0.72 0.01
Mean Annual Return 0.24 0.01 0.46 0.01 0.29 0.01
R-squared 98.11 0.92 97.54 0.91 97.1 0.91
Standard Deviation 9.4 0.1 8.41 0.08 7.35 0.07
Sharpe Ratio -0.18 0.01 0.32 0.01 0.2 0.01
Treynor Ratio -2.88 0.09 3.46 0.08 1.74 0.07

Related Tickers