HCKAX
Hartford Checks & Balances-A
$9.85
0.01 (0.10%)
Currency in USD / Last Updated: 3/28/2024
Category | Balanced |
---|---|
Market Cap | 1417.198M |
52 Week High | 9.85 |
52 Week Low | 8.258 |
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Key Data
Symbol | HCKAX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 9.85 |
Price Yesterday | 9.84 |
Market Cap | 1,417.20 |
YTD Return | 5.40% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.055 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.0091 |
Overview
52 Week High | 9.85 |
---|---|
52 Week Low | 8.26 |
Market Cap | 1,417.20M |
Shares Outstanding | 143.88M |
Income Dividend Yield | 2.06% |
Long Term Dividend Yield | 2.66% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 4.72% |
Returns Annualized
One Day | 29.20% |
---|---|
Five Days | 41.11% |
One Months | 41.24% |
Three Months | 24.31% |
Six Months | 34.42% |
Nine Months | 15.68% |
One Year | 15.61% |
Three Years | 4.28% |
Five Years | 8.16% |
Ten Years | 7.48% |
YTD | 24.31% |
Since Inception | 6.59% |
Returns Total
One Day | 0.10% |
---|---|
Five Days | 0.68% |
One Month | 2.78% |
Three Months | 5.40% |
Six Months | 15.65% |
Nine Months | 11.40% |
One Year | 15.39% |
Three Years | 13.34% |
Five Years | 47.85% |
Ten Years | 105.25% |
YTD | 5.40% |
Since Inception | 191.94% |
Yearly Returns
2024 | 5.40% |
---|---|
2023 | 13.00% |
2022 | -13.54% |
2021 | 14.30% |
2020 | 13.04% |
2019 | 22.38% |
2018 | -3.56% |
2017 | 14.47% |
2016 | 7.45% |
2015 | -0.35% |
Risk against SP-DA
Alpha | -6.51% |
---|---|
Beta | 0.67 |
Correlation | 96.27% |
Downside Deviation | 2.44% |
Coefficient of determination | 92.69% |
Standard Deviation | 2.34% |
Sharpe Ratio | -2 |
Sortino | -6.61 |
Treynor | 19.47 |
Ulcer Index | 2.62 |
Ulcer Performance Index | -6.16 |