Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HBAIX (HARTFORD MODERATE ALLOCATION FUND CLASS I) | 7.09% | 10.72% | 9.78% | 5.87% | 5.09% | 5.88% | NA | 5.07% |
Data as of 07/07/2025, AR inception is 09/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBAIX (HARTFORD MODERATE ALLOCATION FUND CLASS I) | 09/05/2006 | 07/07/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | 10.72 | 9.78 | 5.87 | 5.09 | 5.88 | NA | 5.07 | 7.09 | 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 | 0.79 | 0.67 | 0.38 | 0.34 | NA | NA | 0.33 | 1.00 | 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 | 11.00 | 10.25 | 10.56 | 10.84 | NA | NA | 11.72 | 13.02 | 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 | 10.50 | 11.75 | 24.72 | 24.72 | NA | NA | 40.50 | 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 | 2.70 | 2.59 | 2.36 | 3.49 | 4.26 | 3.65 | 4.05 | 0.00 | 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 07/07/2025, AR inception 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