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Hartford Leaders Fundation Edge Series 1 Annuity
Hartford Leaders Fundation Edge Series 1 Annuity Asset Allocation Composite Moderate
Hartford Leaders Fundation Edge Series 1 Annuity Asset Allocation Composite Moderate
live (public) 0.21% May 01
Delayed
Holdings (As of 10/31/2025)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | FSRIX (FIDELITY ADVISOR STRATEGIC INCOME FUND CLASS I) | 0.0% | Fidelity VIP Strategic Income, | 39.39% |
| US Equity | FCNTX (Fidelity Contrafund) | 0.20% | Fidelity VIP Contra, | 12.75% |
| US Equity | MFEIX (MFS GROWTH FUND I) | 0.28% | MFS Growth Series | 13.50% |
| CASH | CASH (CASH) | 0.0% | Hartford Money Market HLS | 0.71% |
| International Equity | AIVIX (AB INTERNATIONAL VALUE FUND CLASS I) | 0.33% | AllianceBernstein VPS International Value, | 17.01% |
| International Equity | HDVIX (HARTFORD INTERNATIONAL EQUITY FUND CLASS I) | 0.13% | American Funds International HLS | 16.64% |
| REINVEST | FSGAX (FRANKLIN SMALL-MID CAP GROWTH FUND ADVISOR CLASS) | 0.39% | Franklin Small-Mid Cap Growth Securities | 0.00% |
* Day change on 10/31/2025.
Previous
Beta
Performance (As of 05/01/2026)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Hartford Leaders Fundation Edge Series 1 Annuity Asset Allocation Composite Moderate | 3.6% | 18.0% | 12.3% | 5.8% | 7.2% | 6.8% |
| VFINX (Vanguard (S&P 500) Index) | 6.7% | 21.6% | 20.9% | 12.9% | 15.0% | 14.3% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 4.3% | 14.9% | 13.9% | 7.1% | 9.4% | 9.2% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 3.6 | 18.0 | 12.3 | 5.8 | 7.2 | 6.8 | 6.9 | 7.8 | 16.0 | 7.7 | 12.4 | -11.4 | 8.3 | -1.8 | 18.5 | -2.9 | 13.3 | 13.3 | -1.7 | 5.2 | 22.2 | 9.9 | -0.6 | 11.8 | 30.4 | -20.4 | 7.0 | 13.5 | 6.6 | 14.6 | 31.5 | 5.6 | 0.2 |
| Sharpe Ratio | NA | 0.19 | 1.69 | 0.94 | 0.34 | 0.55 | NA | NA | 0.72 | 1.35 | 0.51 | 1.05 | -1.38 | 0.72 | -0.16 | 2.32 | -0.39 | 2.19 | 1.82 | -0.23 | 0.63 | 2.68 | 1.15 | -0.04 | 1.06 | 3.7 | -2.91 | 0.31 | 1.26 | 0.66 | 1.75 | 4.91 | 1.05 | -0.5 |
| Draw Down(%) | NA | 7.8 | 7.8 | 11.5 | 13.5 | 22.9 | NA | NA | 26.6 | 11.5 | 5.0 | 7.2 | 12.8 | 6.0 | 22.9 | 3.7 | 12.7 | 2.5 | 4.6 | 7.5 | 6.4 | 5.5 | 7.7 | 15.5 | 10.9 | 5.0 | 20.8 | 8.9 | 8.9 | 5.1 | 7.4 | 3.7 | 4.1 | 6.4 |
| Standard Deviation(%) | NA | 11.8 | 9.0 | 9.1 | 9.3 | 9.6 | NA | NA | 9.0 | 9.7 | 8.1 | 8.4 | 9.3 | 11.5 | 12.9 | 7.4 | 11.0 | 5.7 | 7.2 | 7.7 | 8.3 | 8.3 | 8.5 | 14.7 | 11.0 | 8.2 | 7.3 | 12.2 | 7.9 | 6.6 | 7.8 | 6.3 | 4.2 | 4.5 |
| Treynor Ratio | NA | 0.03 | 0.24 | 0.15 | 0.07 | 0.12 | NA | NA | 0.22 | 0.25 | 0.07 | 0.16 | -0.43 | 0.11 | -0.07 | 0.32 | -0.07 | 0.17 | 0.4 | -0.05 | 0.08 | 0.32 | 0.16 | -0.01 | 0.24 | 3.71 | -7.77 | 0.06 | 0.14 | 0.08 | 0.23 | 1.81 | -0.93 | -0.19 |
| Alpha | NA | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.02 | 0.02 | -0.02 | -0.01 | -0.03 | -0.04 | -0.03 | 0.01 | 0.0 | 0.0 | 0.04 | -0.01 | -0.01 | 0.01 | 0.01 | 0.0 | 0.02 | 0.1 | -0.09 | 0.01 | 0.01 | 0.01 | 0.03 | 0.09 | 0.01 | 0.0 |
| Beta | NA | 0.76 | 0.64 | 0.57 | 0.46 | 0.43 | NA | NA | 0.3 | 0.52 | 0.58 | 0.56 | 0.3 | 0.74 | 0.29 | 0.53 | 0.62 | 0.75 | 0.33 | 0.35 | 0.67 | 0.7 | 0.63 | 0.61 | 0.49 | 0.08 | 0.03 | 0.65 | 0.71 | 0.54 | 0.59 | 0.17 | -0.05 | 0.12 |
| RSquared | NA | 0.81 | 0.78 | 0.81 | 0.69 | 0.66 | NA | NA | 0.41 | 0.85 | 0.79 | 0.77 | 0.61 | 0.71 | 0.59 | 0.8 | 0.9 | 0.76 | 0.36 | 0.49 | 0.85 | 0.88 | 0.89 | 0.93 | 0.64 | 0.07 | 0.02 | 0.73 | 0.79 | 0.71 | 0.7 | 0.22 | 0.09 | 0.31 |
| Sortino Ratio | NA | 0.28 | 2.54 | 1.35 | 0.47 | 0.74 | NA | NA | 0.98 | 1.89 | 0.7 | 1.57 | -1.77 | 1.0 | -0.19 | 3.37 | -0.5 | 3.35 | 2.49 | -0.29 | 0.88 | 3.84 | 1.72 | -0.05 | 1.48 | 5.86 | -3.19 | 0.39 | 1.87 | 0.93 | 2.45 | 8.27 | 1.54 | -0.63 |
| Yield(%) | N/A | 0.3 | 3.6 | 4.1 | 4.0 | 5.7 | 7.3 | 8.9 | 4.99 | 3.7 | 2.6 | 5.7 | 2.9 | 5.9 | 4.4 | 2.8 | 6.4 | 4.5 | 4.5 | 12.3 | 4.4 | 5.6 | 3.8 | 3.8 | 3.3 | 4.9 | 3.9 | 5.1 | 4.6 | 3.1 | 3.9 | 4.6 | 5.2 | 8.6 |
| Dividend Growth(%) | N/A | -91.3 | 69.8 | -10.5 | 9.8 | 54.2 | N/A | N/A | N/A | 57.9 | -49.7 | 76.7 | -47.3 | 29.9 | 85.6 | -57.2 | 62.5 | 13.6 | -64.2 | 197.5 | -6.9 | 63.7 | -1.0 | 28.8 | -10.7 | -1.2 | -17.2 | 22.7 | 59.8 | -7.5 | 10.6 | -6.1 | -39.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
The risk profile of this portfolio is 40%. The total allocation of the fixed income asset should be at least 40%.
The portfolio’s stock (risk asset) allocation can be dynamically reduced when stock or risk asset markets are in a downtrend.
This portfolio belongs to Hartford Leaders Fundation Edge Series 1 Annuity
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