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HBLTX: THE HARTFORD BALANCED INCOME FUND CLASS R5 (MUTUAL FUND)


Basic Info     14.53 0.12(0.83%) March 27

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Asset Class:Conservative Allocation
MyPlanIQ Rating: (31%)
Start Date:06/01/2010
Last Dividend Date:12/27/2023
12-Mo. Yield 3.45%
Expenses 0.62%
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Performance Analytics (As of 03/22/2024)

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Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr Since
06/01/2010
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return(%) 0.0 0.9 9.9 2.7 5.5 5.8 7.6 8.0 -8.2 10.1 7.7 19.3 -4.8 11.7 10.8 -0.1 7.8 12.3 13.0 9.0 11.4
Sharpe Ratio NA 0.28 0.96 0.1 0.41 0.59 0.88 0.51 -0.87 1.75 0.44 4.02 -0.94 3.46 1.7 -0.02 1.64 2.19 2.6 1.03 3.08
Draw Down(%) NA 2.4 7.7 16.2 23.2 23.2 23.2 7.7 15.9 3.1 23.2 1.6 9.1 1.2 4.3 7.3 3.6 5.7 4.0 6.7 3.4
Standard Deviation(%) NA 6.0 6.9 8.3 10.2 8.3 7.8 7.3 11.1 5.8 16.9 4.5 6.5 3.2 6.2 7.0 4.8 5.6 5.0 8.7 6.5
Treynor Ratio NA 0.02 0.09 0.01 0.04 0.04 0.06 0.05 -0.09 0.09 0.06 0.15 -0.05 0.1 0.08 0.0 0.06 0.11 0.1 0.06 0.17
Alpha NA -0.01 0.01 0.0 0.0 0.0 0.0 0.01 0.01 0.0 -0.01 0.0 -0.01 0.0 0.0 -0.01 -0.01 0.01 0.0 -0.02 0.0
Beta NA 0.93 0.78 1.0 1.14 1.16 1.18 0.81 1.11 1.12 1.28 1.17 1.26 1.08 1.26 1.24 1.24 1.14 1.31 1.44 1.15
RSquared NA 0.86 0.71 0.86 0.91 0.9 0.9 0.73 0.95 0.8 0.98 0.88 0.95 0.79 0.85 0.9 0.9 0.92 0.85 0.91 0.85

*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/2010

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