Nasdaq - Delayed Quote USD

Hartford Healthcare HLS IB (HBGHX)

14.71 -0.06 (-0.41%)
As of 8:06 AM EDT. Market Open.

Fund Summary

The fund invests at least 80% of its assets in the equity securities of health care-related companies worldwide as selected by the sub-adviser. It will invest in securities of issuers located in a number of different countries throughout the world, one of which may be the United States; however, it has no limit on the amount of assets that may be invested in each country. The fund may invest in securities of companies of any market capitalization.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 51.50%
Worst 1Y Total Return --
Number of Years Up 18
Number of Years Down 5

Performance & Risk

YTD Return 2.01%
5y Average Return 8.79%
Rank in Category (ytd) 41
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.74
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
HBGHXCategory AverageHBGHXCategory AverageHBGHXCategory Average
Alpha -2.73 0.04 0.71 0.03 2.65 0.07
BETA 0.74 0.01 0.74 0.01 0.84 0.01
Mean Annual Return 0.34 0.01 0.85 0.01 0.9 0.01
R-squared 65.67 0.6 67.23 0.52 58.89 0.5
Standard Deviation 15.22 0.21 16.08 0.19 16.01 0.17
Sharpe Ratio 0.07 0.01 0.5 0.01 0.58 0.01
Treynor Ratio -0.04 0.17 9.56 0.16 10.08 0.18

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