Nasdaq - Delayed Quote USD

Hartford Capital Appreciation R5 (ITHTX)

51.66 +0.47 (+0.92%)
At close: April 26 at 8:01 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 43.47%
Worst 1Y Total Return --
Number of Years Up 13
Number of Years Down 4

Performance & Risk

YTD Return 5.32%
5y Average Return 9.50%
Rank in Category (ytd) 72
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
ITHTXCategory AverageITHTXCategory AverageITHTXCategory Average
Alpha -5 -0.02 -3.33 -0.01 -2.76 -0.02
BETA 0.95 0.01 0.99 0.01 1.01 0.01
Mean Annual Return 0.58 0.01 1.02 0.01 0.9 0.01
R-squared 96.44 0.95 95.62 0.95 94.76 0.95
Standard Deviation 17.08 0.19 18.56 0.15 15.72 0.14
Sharpe Ratio 0.24 0.01 0.55 0.01 0.59 0.01
Treynor Ratio 2.88 0.16 9.05 0.15 8.38 0.12

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