Nasdaq - Delayed Quote USD

Hartford Healthcare R5 (HGHTX)

45.14 -0.17 (-0.38%)
At close: 8:00 PM EDT

Fund Summary

Under normal circumstances, 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, Wellington Management Company LLP ("Wellington Management"). The fund takes a broad approach to investing in the health care sector. It may invest in health-related companies, including companies in the pharmaceuticals, biotechnology, medical delivery, medical products, medical services, managed health care, health information services and emerging health-related subsectors.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 50.00%
Worst 1Y Total Return --
Number of Years Up 13
Number of Years Down 4

Performance & Risk

YTD Return 2.40%
5y Average Return 9.24%
Rank in Category (ytd) 41
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.75
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
HGHTXCategory AverageHGHTXCategory AverageHGHTXCategory Average
Alpha -2.59 0.04 0.86 0.03 2.78 0.07
BETA 0.75 0.01 0.74 0.01 0.83 0.01
Mean Annual Return 0.35 0.01 0.86 0.01 0.91 0.01
R-squared 65.74 0.6 66.99 0.52 58.99 0.5
Standard Deviation 15.27 0.21 16.1 0.19 15.95 0.17
Sharpe Ratio 0.08 0.01 0.51 0.01 0.59 0.01
Treynor Ratio 0.17 0.17 9.77 0.16 10.27 0.18

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