Nasdaq - Delayed Quote USD
Hartford Checks and Balances I (HCKIX)
9.95
-0.01
(-0.10%)
At close: 8:04:17 PM EDT
Fund Summary
The fund invests in a combination of Hartford Funds ("underlying funds"): the Hartford Capital Appreciation Fund, which normally invests at least 65% of its net assets in common stocks; the Hartford Dividend and Growth Fund, which invests primarily in a portfolio of equity securities that typically have above average dividend yields; and the Hartford Total Return Bond ETF, which under normal circumstances invests at least 80% of its net assets in bonds.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 22.84% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -0.23% |
| 5y Average Return | 8.64% |
| Rank in Category (ytd) | 66 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| HCKIX | Category Average | HCKIX | Category Average | HCKIX | Category Average | |
| Alpha | -0.17 | -0.01 | 0.93 | -0.01 | 0.86 | -0 |
| BETA | 0.98 | 0.01 | 1.01 | 0.01 | 1.06 | 0.01 |
| Mean Annual Return | 0.55 | 0.01 | 0.74 | 0.01 | 0.63 | 0.01 |
| R-squared | 94.24 | 0.93 | 94.52 | 0.92 | 94.88 | 0.92 |
| Standard Deviation | 12.12 | 0.13 | 11.66 | 0.1 | 10.96 | 0.09 |
| Sharpe Ratio | 0.17 | 0.01 | 0.52 | 0.01 | 0.5 | 0.01 |
| Treynor Ratio | 1.39 | 0.09 | 5.61 | 0.09 | 4.85 | 0.07 |
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