HCKCX
Hartford Checks & Balances-C
$9.92
-0.01 (-0.10%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 1398.928M |
| 52 Week High | 9.93 |
| 52 Week Low | 8.214 |
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Key Data
| Symbol | HCKCX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 9.92 |
| Price Yesterday | 9.93 |
| Market Cap | 1,398.93 |
| YTD Return | 6.94% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.017 |
Overview
| 52 Week High | 9.93 |
|---|---|
| 52 Week Low | 8.21 |
| Market Cap | 1,398.93M |
| Shares Outstanding | 141.02M |
| Income Dividend Yield | 1.08% |
| Long Term Dividend Yield | 2.64% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.72% |
Returns Annualized
| One Day | -22.44% |
|---|---|
| Five Days | 58.38% |
| One Months | 17.95% |
| Three Months | 10.90% |
| Six Months | 15.64% |
| Nine Months | 23.31% |
| One Year | 14.14% |
| Three Years | 2.36% |
| Five Years | 6.69% |
| Ten Years | 6.41% |
| YTD | 13.91% |
| Since Inception | 5.80% |
Returns Total
| One Day | -0.10% |
|---|---|
| Five Days | 0.92% |
| One Month | 1.32% |
| Three Months | 2.57% |
| Six Months | 7.41% |
| Nine Months | 16.80% |
| One Year | 14.13% |
| Three Years | 7.22% |
| Five Years | 38.14% |
| Ten Years | 85.77% |
| YTD | 6.94% |
| Since Inception | 161.74% |
Yearly Returns
| 2024 | 6.94% |
|---|---|
| 2023 | 12.07% |
| 2022 | -14.25% |
| 2021 | 13.54% |
| 2020 | 12.08% |
| 2019 | 21.54% |
| 2018 | -4.37% |
| 2017 | 13.65% |
| 2016 | 6.63% |
| 2015 | -1.01% |
Risk against SP-DA
| Alpha | -6.56% |
|---|---|
| Beta | 0.66 |
| Correlation | 91.04% |
| Downside Deviation | 2.54% |
| Coefficient of determination | 82.88% |
| Standard Deviation | 2.32% |
| Sharpe Ratio | -1.81 |
| Sortino | -5.74 |
| Treynor | 13.34 |
| Ulcer Index | 2.81 |
| Ulcer Performance Index | -5.19 |