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Hartford Stock HLS IB (HIBSX)

104.82 +0.40 (+0.38%)
At close: 8:01 PM EST

Fund Summary

The fund normally invests at least 80% of its assets in equity securities. The advisor may invest in stocks within a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the Russell 1000 Index as selected by the fund's sub-adviser, Wellington Management Company LLP ("Wellington Management"). The fund may invest up to 20% of its net assets in the securities of foreign issuers and non-dollar securities.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 41.18%
Worst 1Y Total Return --
Number of Years Up 18
Number of Years Down 7

Performance & Risk

YTD Return 11.46%
5y Average Return 10.63%
Rank in Category (ytd) 96
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.72
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
HIBSXCategory AverageHIBSXCategory AverageHIBSXCategory Average
Alpha -2.23 -0.01 -2 -0.01 -0.11 -0.01
BETA 0.72 0.01 0.79 0.01 0.8 0.01
Mean Annual Return 0.52 0.01 0.92 0.01 0.91 0.01
R-squared 76.14 0.94 83.44 0.95 84.48 0.95
Standard Deviation 14.17 0.17 15.56 0.19 13.2 0.15
Sharpe Ratio 0.16 0 0.55 0.01 0.7 0.01
Treynor Ratio 1.89 0.03 9.92 0.1 11.04 0.1

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