Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HAFSX (HARTFORD MULTI-ASSET INCOME FUND CLASS R4) NA 6.37% 0.87% 2.53% 3.56% NA NA
Data as of 01/16/2025, Common starting date is 05/02/2014
More Performance Analytics Comparison
Name Start Date End Date
HAFSX (HARTFORD MULTI-ASSET INCOME FUND CLASS R4) 05/02/2014 01/16/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Annualized Return (%) 0.00 6.37 0.87 2.53 3.56 NA NA 0.00 5.31 5.33 -8.48 7.71 4.66 14.25 -2.36 9.76 7.00 -5.34 -1.40
Sharpe Ratio NA 0.59 -0.33 0.09 0.35 NA NA 0.00 0.35 0.25 -1.17 1.58 0.34 3.34 -0.95 3.74 1.19 -0.94 -0.47
Standard Deviation(%) NA 4.72 6.83 8.13 6.57 NA NA NA 4.87 6.67 8.51 4.86 12.89 3.83 3.94 2.44 5.72 5.73 4.51
Draw Down(%) NA 3.11 13.11 17.45 17.45 NA NA 0.00 3.11 7.55 13.39 2.57 17.45 2.06 7.12 1.07 7.54 11.05 6.59
Yield(%) 0.00 1.46 2.80 2.64 3.63 2.50 1.88 0.00 1.45 2.69 4.70 2.43 1.86 4.78 6.66 5.37 4.36 3.63 2.64
Data as of 01/16/2025, Common starting date is 05/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HAFSX (HARTFORD MULTI-ASSET INCOME FUND CLASS R4) -0.28%
Apr 2021 – Apr 2024
1.75%
Mar 2015 – Mar 2020
2.67%
Jun 2014 – Jun 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HAFSX (HARTFORD MULTI-ASSET INCOME FUND CLASS R4) 8.80%
Dec 2018 – Dec 2021
7.10%
Feb 2016 – Feb 2021
3.58%
Sep 2014 – Sep 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return