Hartford Inflation Plus Fund (HIPAX)
The investment seeks a total return that exceeds the rate of inflation over an economic cycle. The fund seeks its investment objective by investing at least 65% of its net assets in inflation-protected debt securities that the sub-adviser considers to be attractive from a real yield perspective consistent with total return. It normally invests in the following types of inflation-protected debt securities: inflation-protected debt securities issued by the U.S. Treasury, inflation-protected debt securities issued by U.S. government agencies and instrumentalities, and inflation-protected debt securities issued by other entities, such as foreign governments.
Fund Info
US4166461560
416646156
Oct 30, 2002
$2,000
Expense Ratio
HIPAX features an expense ratio of 0.84%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Hartford Inflation Plus Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Hartford Inflation Plus Fund had a return of 1.43% year-to-date (YTD) and 4.67% in the last 12 months. Over the past 10 years, Hartford Inflation Plus Fund had an annualized return of 2.18%, while the S&P 500 had an annualized return of 11.29%, indicating that Hartford Inflation Plus Fund did not perform as well as the benchmark.
HIPAX
1.43%
0.92%
0.37%
4.67%
2.25%
2.18%
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of HIPAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.02% | 1.43% | |||||||||||
| 2024 | -0.10% | -0.90% | 0.87% | -1.52% | 1.39% | 0.72% | 1.57% | 1.12% | 1.32% | -1.75% | 0.37% | -1.08% | 1.96% |
| 2023 | 1.22% | -1.40% | 3.30% | 0.05% | -1.16% | -0.48% | 0.58% | -0.80% | -1.28% | -0.37% | 2.50% | 2.67% | 4.78% |
| 2022 | -1.77% | 0.29% | -1.81% | -1.48% | 0.05% | -3.49% | 3.93% | -1.35% | -5.69% | 1.45% | 1.28% | -0.33% | -8.90% |
| 2021 | 0.45% | -1.33% | 0.00% | 1.44% | 0.97% | 0.18% | 2.10% | -0.00% | -0.51% | 0.73% | 0.21% | 0.57% | 4.86% |
| 2020 | 1.15% | 0.38% | -3.20% | 2.73% | 1.23% | 1.12% | 1.85% | 1.82% | -0.36% | -0.45% | 1.26% | 1.43% | 9.20% |
| 2019 | 1.40% | -0.00% | 1.19% | 0.49% | 0.68% | 1.06% | 0.19% | 1.05% | -0.75% | 0.28% | 0.00% | 0.87% | 6.63% |
| 2018 | -1.05% | -0.67% | 0.87% | -0.00% | 0.48% | 0.29% | -0.38% | 0.48% | -0.57% | -0.86% | -0.00% | 0.09% | -1.34% |
| 2017 | 0.84% | 0.28% | 0.09% | 0.37% | 0.00% | -0.82% | 0.55% | 0.55% | -0.36% | 0.09% | -0.27% | 0.53% | 1.83% |
| 2016 | 0.95% | 0.66% | 1.69% | 0.28% | -0.64% | 1.48% | 0.46% | -0.27% | 0.73% | 0.00% | -1.45% | 0.16% | 4.08% |
| 2015 | 2.25% | -0.83% | -0.46% | 0.65% | -0.46% | -0.74% | -0.19% | -0.75% | -0.38% | 0.28% | -0.19% | -0.66% | -1.50% |
| 2014 | 1.32% | 0.28% | -0.56% | 0.84% | 1.66% | 0.23% | -0.24% | -0.12% | -2.00% | 0.56% | 0.09% | -1.42% | 0.58% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HIPAX is 54, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Hartford Inflation Plus Fund (HIPAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Hartford Inflation Plus Fund provided a 2.91% dividend yield over the last twelve months, with an annual payout of $0.29 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.29 | $0.29 | $0.33 | $0.59 | $0.32 | $0.18 | $0.18 | $0.38 | $0.49 | $0.13 | $0.00 | $0.06 |
Dividend yield | 2.91% | 2.94% | 3.31% | 6.00% | 2.83% | 1.61% | 1.73% | 3.79% | 4.62% | 1.18% | 0.00% | 0.59% |
Monthly Dividends
The table displays the monthly dividend distributions for Hartford Inflation Plus Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.04 | $0.06 | $0.06 | $0.04 | $0.02 | $0.01 | $0.01 | $0.01 | $0.02 | $0.02 | $0.29 |
| 2023 | $0.00 | $0.00 | $0.05 | $0.06 | $0.03 | $0.04 | $0.03 | $0.03 | $0.03 | $0.04 | $0.03 | $0.00 | $0.33 |
| 2022 | $0.03 | $0.02 | $0.05 | $0.07 | $0.10 | $0.07 | $0.08 | $0.11 | $0.03 | $0.00 | $0.01 | $0.05 | $0.59 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.01 | $0.01 | $0.26 | $0.32 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.38 | $0.38 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.49 | $0.49 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2014 | $0.02 | $0.02 | $0.02 | $0.00 | $0.00 | $0.00 | $0.01 | $0.06 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Hartford Inflation Plus Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Hartford Inflation Plus Fund was 17.13%, occurring on Dec 14, 2015. Recovery took 1252 trading sessions.
The current Hartford Inflation Plus Fund drawdown is 1.71%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.13% | Nov 9, 2012 | 779 | Dec 14, 2015 | 1252 | Dec 3, 2020 | 2031 |
| -13.91% | Mar 11, 2008 | 180 | Nov 24, 2008 | 199 | Sep 10, 2009 | 379 |
| -11.6% | Nov 19, 2021 | 231 | Oct 20, 2022 | — | — | — |
| -9.95% | Nov 5, 2010 | 67 | Feb 10, 2011 | 117 | Jul 29, 2011 | 184 |
| -7.46% | Jun 16, 2003 | 32 | Jul 31, 2003 | 144 | Feb 26, 2004 | 176 |
Volatility
Volatility Chart
The current Hartford Inflation Plus Fund volatility is 0.79%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.