Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HAIBX (HARTFORD BALANCED HLS FUND IB) | 6.73% | 16.49% | 13.09% | 3.10% | 6.44% | 6.79% | 4.37% | … | … |
Data as of 06/04/2026, Common starting date is 12/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HAIBX (HARTFORD BALANCED HLS FUND IB) | 12/30/1998 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.88 | 16.49 | 13.09 | 3.10 | 6.44 | 6.79 | 4.37 | … | … | 6.73 | 11.82 | 11.02 | 14.51 | -24.51 | 13.36 | 5.85 | 22.38 | -5.54 | 15.30 | 5.79 | -0.06 | 9.12 | 19.44 | 8.78 | 0.15 | 10.58 | 27.65 | -34.61 | -7.02 | 0.35 | -2.03 | 2.71 | 16.37 | -16.44 | 9.01 | -2.92 | 3.13 | -3.76 |
| Sharpe Ratio | NA | 1.62 | 1.05 | 0.04 | 0.37 | NA | NA | … | … | 1.35 | 0.79 | 0.90 | 1.23 | -1.18 | 1.41 | 0.23 | 2.67 | -0.64 | 3.18 | 0.68 | -0.01 | 1.22 | 2.44 | 0.98 | 0.01 | 0.86 | 1.33 | -1.20 | -0.62 | -0.25 | -0.40 | 0.22 | 1.49 | -1.07 | 0.42 | -0.47 | -0.01 | NA |
| Standard Deviation(%) | NA | 8.63 | 9.67 | 13.08 | 13.07 | NA | NA | … | … | 10.09 | 11.39 | 8.20 | 8.91 | 22.04 | 9.43 | 24.14 | 7.82 | 10.82 | 4.63 | 8.17 | 9.74 | 7.47 | 7.96 | 8.94 | 15.50 | 12.26 | 20.71 | 29.54 | 16.59 | 12.24 | 10.65 | 7.83 | 10.49 | 16.41 | 15.79 | 15.32 | 35.45 | 0.00 |
| Draw Down(%) | NA | 7.01 | 10.84 | 30.25 | 30.25 | NA | NA | … | … | 7.01 | 10.82 | 4.12 | 8.23 | 28.84 | 7.47 | 26.38 | 3.80 | 13.23 | 1.94 | 5.93 | 8.24 | 5.53 | 4.74 | 7.59 | 14.11 | 11.12 | 18.99 | 42.97 | 16.24 | 9.68 | 8.21 | 5.73 | 8.24 | 24.17 | 12.76 | 13.49 | 25.83 | 3.76 |
| Yield(%) | 0.00 | 11.05 | 8.56 | 4.44 | 5.27 | 5.16 | 3.40 | … | … | 0.00 | 11.34 | 8.77 | 4.66 | 1.25 | 0.82 | 1.38 | 11.22 | 6.13 | 2.25 | 2.60 | 1.61 | 1.24 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.85 | 0.98 | 0.00 | 18.48 | 7.38 | 16.44 | 1.53 |
Data as of 06/04/2026, Common starting date is 12/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAIBX (HARTFORD BALANCED HLS FUND IB) |
-19.11%
Feb 2006 – Feb 2009 |
-11.78%
Feb 2004 – Feb 2009 |
-4.93%
Jan 1999 – Jan 2009 |
0.92%
Jan 1999 – Jan 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAIBX (HARTFORD BALANCED HLS FUND IB) |
19.59%
Feb 2009 – Feb 2012 |
16.11%
Feb 2009 – Feb 2014 |
10.90%
Feb 2009 – Feb 2019 |
8.51%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart