Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HBADX (HARTFORD MODERATE ALLOCATION FUND CLASS F) | 7.17% | 11.17% | 9.55% | 7.28% | NA | NA | NA | 7.23% |
Data as of 08/01/2025, AR inception is 03/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBADX (HARTFORD MODERATE ALLOCATION FUND CLASS F) | 03/01/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.50 | 11.17 | 9.55 | 7.28 | NA | NA | NA | 7.23 | 7.17 | 12.40 | 12.92 | -14.67 | 9.97 | 11.41 | 18.60 | -5.57 | 9.74 |
| Sharpe Ratio | NA | 0.96 | 0.76 | 0.57 | NA | NA | NA | 0.50 | 1.07 | 1.12 | 1.18 | -1.14 | 1.23 | 0.58 | 2.46 | -0.77 | 2.33 |
| Standard Deviation(%) | NA | 10.89 | 9.98 | 10.14 | NA | NA | NA | 10.87 | 12.41 | 7.83 | 7.92 | 14.17 | 8.07 | 19.12 | 6.98 | 9.09 | 4.74 |
| Draw Down(%) | NA | 10.50 | 11.82 | 21.20 | NA | NA | NA | 24.44 | 10.50 | 4.48 | 7.92 | 20.67 | 4.16 | 24.44 | 3.95 | 12.44 | 1.64 |
| Yield(%) | 0.00 | 2.80 | 3.47 | 4.40 | 4.06 | 2.71 | 2.03 | 5.08 | 0.00 | 3.05 | 2.68 | 4.30 | 7.13 | 4.32 | 4.42 | 8.11 | 5.52 |
Data as of 08/01/2025, AR inception is 03/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBADX (HARTFORD MODERATE ALLOCATION FUND CLASS F) |
0.79%
Apr 2021 - Apr 2024 |
2.65%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBADX (HARTFORD MODERATE ALLOCATION FUND CLASS F) |
13.26%
Dec 2018 - Dec 2021 |
9.46%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart