Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HBAAX (HARTFORD MODERATE ALLOCATION FUND CLASS A) | 6.96% | 10.82% | 8.17% | 4.87% | 4.92% | 5.37% | 4.75% | 5.10% |
Data as of 08/01/2025, AR inception is 06/03/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBAAX (HARTFORD MODERATE ALLOCATION FUND CLASS A) | 06/03/2004 | 08/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.44 | 10.82 | 8.17 | 4.87 | 4.92 | 5.37 | 4.75 | 5.10 | 6.96 | 11.93 | 12.56 | -17.27 | 4.64 | 8.63 | 18.23 | -5.91 | 14.63 | 4.63 | -2.64 | 0.44 | 9.69 | 12.09 | -1.33 | 12.60 | 27.58 | -29.53 | 8.73 | 10.62 | 6.31 | 9.56 |
| Sharpe Ratio | NA | 0.71 | 0.47 | 0.28 | 0.32 | NA | NA | 0.34 | 0.75 | 0.69 | 1.05 | -1.29 | 0.48 | 0.44 | 2.44 | -0.81 | 2.93 | 0.47 | -0.32 | 0.07 | 1.49 | 1.59 | -0.09 | 1.12 | 1.63 | -1.35 | 0.59 | 0.98 | 0.63 | 2.48 |
| Standard Deviation(%) | NA | 10.83 | 10.12 | 10.52 | 10.78 | NA | NA | 11.26 | 12.31 | 7.78 | 7.96 | 14.50 | 9.60 | 19.17 | 6.89 | 8.93 | 4.79 | 9.38 | 8.32 | 5.94 | 6.47 | 7.64 | 14.63 | 11.21 | 16.85 | 22.54 | 9.84 | 7.50 | 6.60 | 6.41 |
| Draw Down(%) | NA | 10.54 | 11.81 | 24.97 | 24.97 | NA | NA | 40.79 | 10.54 | 4.50 | 8.04 | 20.88 | 7.81 | 24.44 | 3.96 | 12.63 | 1.57 | 8.72 | 9.79 | 6.55 | 6.40 | 7.26 | 14.52 | 9.40 | 15.85 | 37.92 | 6.79 | 7.62 | 4.53 | 4.14 |
| Yield(%) | 0.00 | 2.44 | 2.22 | 2.01 | 3.38 | 3.88 | 3.78 | 4.06 | 0.00 | 2.65 | 2.29 | 1.66 | 1.91 | 1.56 | 4.01 | 7.80 | 5.37 | 0.99 | 6.64 | 9.60 | 1.13 | 3.28 | 1.86 | 1.65 | 1.74 | 2.37 | 8.76 | 5.11 | 1.85 | 0.59 |
Data as of 08/01/2025, AR inception is 06/03/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBAAX (HARTFORD MODERATE ALLOCATION FUND CLASS A) |
-9.44%
Feb 2006 - Feb 2009 |
0.89%
Sep 2017 - Sep 2022 |
2.37%
Oct 2013 - Oct 2023 |
2.51%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBAAX (HARTFORD MODERATE ALLOCATION FUND CLASS A) |
19.17%
Feb 2009 - Feb 2012 |
14.32%
Feb 2009 - Feb 2014 |
8.72%
Feb 2009 - Feb 2019 |
6.96%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart