Hartford Stock HLS Fund (HSTAX)

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The chart shows the growth of an initial investment of $10,000 in Hartford Stock HLS Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Hartford Stock HLS Fund (HSTAX) has returned -7.06% so far this year and 0.21% over the past 12 months. Over the last ten years, HSTAX has returned 9.73% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jan 2, 1980, HSTAX's average daily return is +9.91%, while the average monthly return is +2.27%. At this rate, your investment would double in approximately 2.6 years.

Historically, 61% of months were positive and 39% were negative. The best month was Jan 1980 with a return of +902.4%, while the worst month was Oct 1987 at -23.1%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, HSTAX closed higher 40% of trading days. The best single day was Aug 31, 1982 with a return of +1,008.6%, while the worst single day was Jun 2, 1980 at -90.0%.

Hartford Stock HLS Fund has an annualized alpha of 1785606422421.54%, beta of 2.22, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since January 03, 1980.

• This fund captured 113.89% of S&P 500 Index gains and 100.73% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.00 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

HSTAX has an expense ratio of 0.51%, placing it in the medium range.

HSTAX ranks 6 for risk / return — in the bottom 6% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Hartford Stock HLS Fund (HSTAX) and compare them to a chosen benchmark (S&P 500 Index).

Hartford Stock HLS Fund provided a 17.01% dividend yield over the last twelve months, with an annual payout of $14.76 per share.

The table displays the monthly dividend distributions for Hartford Stock HLS Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Hartford Stock HLS 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 Stock HLS Fund was 92.92%, occurring on Dec 1, 1987. Recovery took 443 trading sessions.

The current Hartford Stock HLS Fund drawdown is 9.00%.

The chart below shows the rolling one-month volatility.