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 has an expense ratio of 0.84%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Hartford Inflation Plus Fund (HIPAX) returned 3.10% year-to-date (YTD) and 6.07% over the past 12 months. Over the past 10 years, HIPAX returned 2.30% annually, underperforming the S&P 500 benchmark at 10.84%.
HIPAX
3.10%
-0.69%
2.20%
6.07%
1.66%
2.37%
2.30%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
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% | 1.76% | 0.79% | 0.39% | -0.88% | 3.10% | |||||||
| 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% | -1.49% | 0.05% | -3.49% | 3.93% | -1.35% | -5.68% | 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% | 0.72% | 0.21% | 0.57% | 4.86% |
| 2020 | 1.15% | 0.38% | -3.21% | 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% | -0.76% | 0.29% | 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 | 0.83% | 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% | 0.29% | -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% | -1.43% | 0.58% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 83, HIPAX is among the top 17% of mutual funds on our website when it comes to balancing risk and reward. Below is 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.
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Dividends
Dividend History
Hartford Inflation Plus Fund provided a 2.46% dividend yield over the last twelve months, with an annual payout of $0.25 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.25 | $0.29 | $0.33 | $0.59 | $0.32 | $0.18 | $0.18 | $0.38 | $0.49 | $0.13 | $0.00 | $0.06 |
Dividend yield | 2.46% | 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 | $0.01 | $0.05 | $0.05 | $0.00 | $0.11 | |||||||
| 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.
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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 13.90%, occurring on Nov 24, 2008. Recovery took 199 trading sessions.
The current Hartford Inflation Plus Fund drawdown is 0.98%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -13.9% | Mar 11, 2008 | 180 | Nov 24, 2008 | 199 | Sep 10, 2009 | 379 |
| -11.6% | Nov 19, 2021 | 231 | Oct 20, 2022 | 610 | Mar 28, 2025 | 841 |
| -11.55% | Dec 11, 2012 | 185 | Sep 5, 2013 | 1611 | Jan 30, 2020 | 1796 |
| -9.26% | Mar 5, 2020 | 11 | Mar 19, 2020 | 50 | Jun 1, 2020 | 61 |
| -7.46% | Jun 16, 2003 | 32 | Jul 31, 2003 | 142 | Feb 24, 2004 | 174 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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