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Hartford Capital Appreciation I (ITHIX)
40.74
+0.31
+(0.77%)
At close: 8:03:53 PM EDT
Fund Summary
The fund normally invests at least 65% of its net assets in common stocks. It may invest in securities of any market capitalization, but the advisor tends to focus on medium and large companies. Based on market or economic conditions, the fund may, through its stock selection process, focus in one or more sectors of the market. The fund may trade portfolio securities actively.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 42.14% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -6.26% |
| 5y Average Return | 14.67% |
| Rank in Category (ytd) | 91 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| ITHIX | Category Average | ITHIX | Category Average | ITHIX | Category Average | |
| Alpha | -3.26 | -0.01 | -3.98 | -0.01 | -2.8 | -0.01 |
| BETA | 0.97 | 0.01 | 1.01 | 0.01 | 1.01 | 0.01 |
| Mean Annual Return | 0.82 | 0.01 | 1.12 | 0.01 | 0.89 | 0.01 |
| R-squared | 97.3 | 0.94 | 95.73 | 0.95 | 94.85 | 0.95 |
| Standard Deviation | 16.74 | 0.17 | 18.3 | 0.19 | 15.79 | 0.15 |
| Sharpe Ratio | 0.32 | 0 | 0.58 | 0.01 | 0.56 | 0.01 |
| Treynor Ratio | 4.38 | 0.03 | 9.58 | 0.1 | 7.89 | 0.1 |
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