HCKAX
Hartford Checks & Balances-A
$9.99
-0.02 (-0.20%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 1398.89M |
| 52 Week High | 10.01 |
| 52 Week Low | 8.225 |
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Key Data
| Symbol | HCKAX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 9.99 |
| Price Yesterday | 10.01 |
| Market Cap | 1,398.89 |
| YTD Return | 7.33% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.055 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0092 |
Overview
| 52 Week High | 10.01 |
|---|---|
| 52 Week Low | 8.23 |
| Market Cap | 1,398.89M |
| Shares Outstanding | 140.03M |
| Income Dividend Yield | 1.83% |
| Long Term Dividend Yield | 2.63% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.46% |
Returns Annualized
| One Day | -39.62% |
|---|---|
| Five Days | 57.86% |
| One Months | 17.81% |
| Three Months | 11.70% |
| Six Months | 16.72% |
| Nine Months | 24.28% |
| One Year | 14.95% |
| Three Years | 3.17% |
| Five Years | 7.51% |
| Ten Years | 7.23% |
| YTD | 14.71% |
| Since Inception | 6.59% |
Returns Total
| One Day | -0.20% |
|---|---|
| Five Days | 0.91% |
| One Month | 1.31% |
| Three Months | 2.76% |
| Six Months | 7.90% |
| Nine Months | 17.49% |
| One Year | 14.93% |
| Three Years | 9.77% |
| Five Years | 43.51% |
| Ten Years | 100.56% |
| YTD | 7.33% |
| Since Inception | 197.32% |
Yearly Returns
| 2024 | 7.33% |
|---|---|
| 2023 | 12.99% |
| 2022 | -13.54% |
| 2021 | 14.31% |
| 2020 | 13.03% |
| 2019 | 22.39% |
| 2018 | -3.57% |
| 2017 | 14.47% |
| 2016 | 7.46% |
| 2015 | -0.35% |
Risk against SP-DA
| Alpha | -5.84% |
|---|---|
| Beta | 0.66 |
| Correlation | 91.42% |
| Downside Deviation | 2.49% |
| Coefficient of determination | 83.58% |
| Standard Deviation | 2.32% |
| Sharpe Ratio | -1.71 |
| Sortino | -5.53 |
| Treynor | 14.49 |
| Ulcer Index | 2.74 |
| Ulcer Performance Index | -5.03 |