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ITHSX: THE HARTFORD CAPITAL APPRECIATION FUND CLASS R4 (MUTUAL FUND)
Basic Info 59.31 1.63(2.67%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (21%) |
| Start Date: | 12/27/2006 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 5.82% |
| Expenses | 0.79% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.9 | 6.3 | 19.5 | 15.8 | 4.3 | 9.3 | 9.4 | 7.1 | 10.3 | 20.6 | 18.9 | -21.5 | 1.4 | 16.1 | 30.4 | -5.2 | 21.4 | 4.1 | 1.1 | 6.9 | 41.7 | 20.2 | -15.2 | 12.9 | 43.0 | -46.1 | 16.1 | -0.3 |
| Sharpe Ratio | NA | 0.91 | 1.35 | 0.85 | 0.1 | 0.41 | NA | 0.29 | 0.41 | 1.38 | 1.17 | -0.94 | 0.07 | 0.46 | 2.37 | -0.4 | 2.67 | 0.25 | 0.07 | 0.53 | 3.21 | 1.32 | -0.56 | 0.71 | 1.51 | -1.13 | 0.7 | -11.65 |
| Draw Down(%) | NA | 10.2 | 10.2 | 19.8 | 35.5 | 36.3 | NA | 59.2 | 19.6 | 7.7 | 11.7 | 25.9 | 17.1 | 36.3 | 6.1 | 19.3 | 3.4 | 15.2 | 14.1 | 9.9 | 6.3 | 14.1 | 28.7 | 16.8 | 25.1 | 56.9 | 12.4 | 0.3 |
| Standard Deviation(%) | NA | 14.2 | 12.5 | 14.7 | 17.8 | 18.6 | NA | 20.8 | 18.4 | 12.3 | 13.2 | 24.5 | 18.4 | 34.3 | 12.2 | 16.5 | 7.8 | 15.4 | 15.8 | 13.0 | 13.0 | 15.4 | 27.3 | 18.1 | 28.5 | 41.5 | 18.6 | 3.3 |
| Treynor Ratio | NA | 0.13 | 0.17 | 0.13 | 0.02 | 0.08 | NA | 0.06 | 0.08 | 0.18 | 0.16 | -0.24 | 0.01 | 0.16 | 0.3 | -0.07 | 0.19 | 0.03 | 0.01 | 0.06 | 0.37 | 0.18 | -0.13 | 0.13 | 0.42 | -0.47 | 0.12 | -0.36 |
| Alpha | NA | -0.02 | -0.02 | -0.02 | -0.03 | -0.02 | NA | -0.01 | -0.03 | -0.01 | -0.02 | -0.01 | -0.08 | -0.01 | 0.0 | 0.0 | -0.01 | -0.03 | 0.0 | -0.03 | 0.01 | 0.01 | -0.07 | -0.01 | 0.04 | -0.06 | 0.03 | 0.14 |
| Beta | NA | 1.0 | 1.0 | 0.97 | 0.96 | 0.97 | NA | 1.01 | 0.97 | 0.94 | 0.97 | 0.96 | 0.94 | 0.97 | 0.95 | 0.94 | 1.08 | 1.14 | 1.0 | 1.1 | 1.12 | 1.13 | 1.14 | 0.98 | 1.02 | 0.99 | 1.13 | 1.08 |
| RSquared | NA | 0.98 | 0.97 | 0.97 | 0.87 | 0.91 | NA | 0.93 | 0.99 | 0.96 | 0.96 | 0.95 | 0.49 | 0.96 | 0.96 | 0.96 | 0.87 | 0.95 | 0.96 | 0.94 | 0.92 | 0.9 | 0.97 | 0.97 | 0.96 | 0.95 | 0.93 | 1.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 5.7 | 9.4 | 0.4 | 0.1 | 0.0 | 0.2 | 5.0 | 13.2 | 13.7 | 0.2 | 7.8 | 25.5 | 5.3 | 0.7 | 1.5 | 0.0 | 0.0 | 0.9 | 9.3 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -31.9 | 2763.5 | 126.1 | N/A | -100.0 | -94.4 | -69.3 | 2.8 | 8134.3 | -97.9 | -74.8 | 539.3 | 767.2 | -58.1 | N/A | N/A | -100.0 | -89.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/26/2006
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