Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HBACX (HARTFORD MODERATE ALLOCATION FUND CLASS C) | 7.11% | 10.69% | 9.03% | 4.66% | 4.17% | 5.03% | 4.10% | 4.35% |
Data as of 07/03/2025, AR inception is 06/03/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBACX (HARTFORD MODERATE ALLOCATION FUND CLASS C) | 06/03/2004 | 07/03/2025 |
| 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 (%) | 1.11 | 10.69 | 9.03 | 4.66 | 4.17 | 5.03 | 4.10 | 4.35 | 7.11 | 9.41 | 11.63 | -17.99 | 3.83 | 7.69 | 17.33 | -6.69 | 13.90 | 3.78 | -3.35 | -0.25 | 8.86 | 11.27 | -2.06 | 11.70 | 26.72 | -30.08 | 7.95 | 9.78 | 5.59 | 9.48 |
| Sharpe Ratio | NA | 0.64 | 0.48 | 0.29 | 0.23 | NA | NA | 0.28 | 0.78 | 0.35 | 0.93 | -1.34 | 0.40 | 0.39 | 2.29 | -0.89 | 2.79 | 0.38 | -0.41 | -0.04 | 1.35 | 1.46 | -0.14 | 1.03 | 1.58 | -1.37 | 0.51 | 0.87 | 0.52 | 2.42 |
| Standard Deviation(%) | NA | 11.02 | 10.29 | 10.59 | 10.84 | NA | NA | 11.30 | 13.23 | 8.07 | 8.03 | 14.56 | 9.59 | 19.21 | 6.94 | 9.05 | 4.78 | 9.50 | 8.28 | 5.94 | 6.54 | 7.73 | 14.50 | 11.25 | 16.82 | 22.50 | 9.85 | 7.53 | 6.60 | 6.53 |
| Draw Down(%) | NA | 10.63 | 11.98 | 25.60 | 25.60 | NA | NA | 41.42 | 10.63 | 4.52 | 8.26 | 21.39 | 7.97 | 24.52 | 4.01 | 13.33 | 1.60 | 8.85 | 10.14 | 6.73 | 6.52 | 7.28 | 14.81 | 9.60 | 16.00 | 38.38 | 6.81 | 7.72 | 4.61 | 4.24 |
| Yield(%) | 0.00 | 1.51 | 1.35 | 1.06 | 2.51 | 3.18 | 3.03 | 3.18 | 0.00 | 1.64 | 1.35 | 0.84 | 0.68 | 0.66 | 3.01 | 6.33 | 4.59 | 0.16 | 6.53 | 9.34 | 0.37 | 2.56 | 1.13 | 0.89 | 0.92 | 1.71 | 8.01 | 4.40 | 1.15 | 0.69 |
Data as of 07/03/2025, 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 |
|---|---|---|---|---|
| HBACX (HARTFORD MODERATE ALLOCATION FUND CLASS C) |
-10.12%
Feb 2006 - Feb 2009 |
0.08%
Dec 2017 - Dec 2022 |
1.57%
Oct 2013 - Oct 2023 |
1.73%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBACX (HARTFORD MODERATE ALLOCATION FUND CLASS C) |
18.29%
Feb 2009 - Feb 2012 |
13.47%
Feb 2009 - Feb 2014 |
7.92%
Feb 2009 - Feb 2019 |
6.15%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart