Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBAIX (HARTFORD MODERATE ALLOCATION FUND CLASS I) | 7.24% | 17.92% | 14.11% | 4.89% | 6.79% | 5.69% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBAIX (HARTFORD MODERATE ALLOCATION FUND CLASS I) | 09/05/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 17.92 | 14.11 | 4.89 | 6.79 | 5.69 | NA | … | … | 7.24 | 7.72 | 12.20 | 12.91 | -17.11 | 4.98 | 8.97 | 16.76 | -5.64 | 15.02 | 4.95 | -2.38 | 0.82 | 9.96 | 12.41 | -1.01 | 13.14 | 28.11 | -29.33 | 9.07 | 5.74 |
| Sharpe Ratio | NA | 2.01 | 1.24 | 0.24 | 0.49 | NA | NA | … | … | 1.62 | 0.38 | 0.72 | 1.10 | -1.28 | 0.52 | 0.45 | 2.15 | -0.77 | 3.01 | 0.50 | -0.29 | 0.14 | 1.53 | 1.62 | -0.07 | 1.16 | 1.65 | -1.33 | 0.62 | 3.00 |
| Standard Deviation(%) | NA | 8.05 | 9.04 | 10.40 | 10.70 | NA | NA | … | … | 9.87 | 13.01 | 7.83 | 7.93 | 14.55 | 9.60 | 19.23 | 7.13 | 9.04 | 4.81 | 9.49 | 8.34 | 5.92 | 6.48 | 7.68 | 14.56 | 11.26 | 16.96 | 22.60 | 9.81 | 5.20 |
| Draw Down(%) | NA | 6.36 | 10.50 | 24.72 | 24.72 | NA | NA | … | … | 6.36 | 10.50 | 4.48 | 8.00 | 20.73 | 7.70 | 24.44 | 3.95 | 12.52 | 1.48 | 8.70 | 9.70 | 6.48 | 6.40 | 7.18 | 14.39 | 9.08 | 15.75 | 37.80 | 6.71 | 1.45 |
| Yield(%) | 0.00 | 10.07 | 5.87 | 3.65 | 4.34 | 4.33 | 4.22 | … | … | 0.00 | 10.55 | 2.95 | 2.57 | 1.90 | 2.18 | 1.83 | 2.59 | 8.04 | 5.68 | 1.32 | 6.73 | 9.85 | 1.48 | 3.59 | 2.17 | 2.23 | 2.08 | 2.65 | 9.08 | 4.14 |
Data as of 06/04/2026, Common starting date is 09/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBAIX (HARTFORD MODERATE ALLOCATION FUND CLASS I) |
-3.27%
Jun 2007 – Jun 2010 |
0.87%
Sep 2017 – Sep 2022 |
2.51%
Oct 2013 – Oct 2023 |
2.73%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBAIX (HARTFORD MODERATE ALLOCATION FUND CLASS I) |
19.60%
Feb 2009 – Feb 2012 |
14.71%
Feb 2009 – Feb 2014 |
9.06%
Feb 2009 – Feb 2019 |
7.19%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart