Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HAFVX (Hartford AARP Balanced Retirement Fund Class R6) | NA | 6.77% | 1.29% | 2.96% | NA | NA | NA | … | … |
Data as of 01/16/2025, Common starting date is 03/07/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HAFVX (Hartford AARP Balanced Retirement Fund Class R6) | 03/07/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.77 | 1.29 | 2.96 | NA | NA | NA | … | … | 0.00 | 5.81 | 5.73 | -8.14 | 8.16 | 5.11 | 7.91 |
| Sharpe Ratio | NA | 0.05 | -0.44 | 0.06 | NA | NA | NA | … | … | 0.00 | -0.16 | 0.22 | -1.11 | 1.70 | 0.38 | 2.31 |
| Standard Deviation(%) | NA | 4.80 | 6.88 | 8.14 | NA | NA | NA | … | … | NA | 4.94 | 6.66 | 8.61 | 4.79 | 12.87 | 3.62 |
| Draw Down(%) | NA | 3.00 | 12.98 | 17.49 | NA | NA | NA | … | … | 0.00 | 3.00 | 7.23 | 13.17 | 2.52 | 17.49 | 2.07 |
| Yield(%) | 0.00 | 1.84 | 3.20 | 3.07 | 1.96 | 1.31 | 0.98 | … | … | 0.00 | 1.83 | 3.18 | 5.13 | 2.87 | 2.29 | 3.43 |
Data as of 01/16/2025, Common starting date is 03/07/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAFVX (Hartford AARP Balanced Retirement Fund Class R6) |
0.12%
Apr 2021 – Apr 2024 |
2.73%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAFVX (Hartford AARP Balanced Retirement Fund Class R6) |
5.92%
Mar 2020 – Mar 2023 |
4.01%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart