Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HAFCX (THE HARTFORD BALANCED FUND CLASS C) | 5.69% | 7.09% | 6.53% | 3.06% | 3.65% | 5.85% | 4.53% | 4.10% |
Data as of 07/22/2025, AR inception is 09/23/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HAFCX (THE HARTFORD BALANCED FUND CLASS C) | 09/23/1998 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.02 | 7.09 | 6.53 | 3.06 | 3.65 | 5.85 | 4.53 | 4.10 | 5.69 | 4.63 | 9.43 | -12.41 | 1.78 | 5.38 | 14.19 | -6.02 | 14.30 | 4.94 | -1.11 | 8.80 | 19.45 | 10.38 | 0.65 | 11.02 | 29.21 | -32.80 | 5.49 | 9.39 | 6.01 | 2.76 | 17.10 | -13.69 | -5.89 | 0.18 | 11.27 | 4.90 |
| Sharpe Ratio | NA | 0.50 | 0.56 | 0.15 | 0.26 | NA | NA | 0.22 | 0.91 | -0.38 | 0.97 | -1.54 | 0.24 | 0.45 | 2.74 | -0.71 | 2.97 | 0.54 | -0.11 | 1.14 | 2.49 | 1.24 | 0.04 | 0.89 | 1.41 | -1.12 | 0.24 | 0.82 | 0.55 | 0.23 | 1.58 | -0.93 | -0.68 | -0.31 | 0.70 | 1.35 |
| Standard Deviation(%) | NA | 6.61 | 6.41 | 6.81 | 8.06 | NA | NA | 11.77 | 7.49 | 5.14 | 5.36 | 8.98 | 7.32 | 11.38 | 4.66 | 10.42 | 4.62 | 8.81 | 10.48 | 7.69 | 7.81 | 8.42 | 15.37 | 12.33 | 20.68 | 30.08 | 10.38 | 7.53 | 6.99 | 7.87 | 10.41 | 15.83 | 12.29 | 12.45 | 11.44 | 12.00 |
| Draw Down(%) | NA | 7.11 | 8.73 | 20.54 | 20.54 | NA | NA | 46.28 | 7.11 | 3.19 | 5.25 | 17.18 | 6.31 | 19.42 | 2.32 | 13.16 | 2.04 | 6.52 | 9.05 | 5.75 | 4.79 | 7.55 | 13.89 | 11.44 | 19.26 | 43.36 | 6.84 | 6.08 | 4.61 | 6.51 | 8.12 | 22.54 | 17.38 | 7.10 | 8.49 | 6.03 |
| Yield(%) | 0.00 | 4.66 | 4.06 | 3.09 | 4.25 | 4.75 | 4.01 | 3.70 | 2.25 | 4.13 | 3.15 | 3.08 | 2.15 | 2.24 | 16.99 | 6.82 | 0.58 | 0.66 | 1.09 | 0.54 | 0.53 | 0.76 | 0.58 | 0.52 | 0.90 | 1.39 | 12.73 | 1.78 | 0.81 | 1.13 | 0.73 | 0.85 | 1.19 | 5.80 | 2.95 | 1.30 |
Data as of 07/22/2025, AR inception is 09/23/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAFCX (THE HARTFORD BALANCED FUND CLASS C) |
-12.38%
Feb 2006 - Feb 2009 |
-5.96%
Feb 2004 - Feb 2009 |
-2.31%
Feb 1999 - Feb 2009 |
2.92%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAFCX (THE HARTFORD BALANCED FUND CLASS C) |
20.39%
Feb 2009 - Feb 2012 |
16.95%
Feb 2009 - Feb 2014 |
10.84%
Feb 2009 - Feb 2019 |
7.84%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart