Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBASX (HARTFORD MODERATE ALLOCATION FUND CLASS R4) | 7.17% | 17.60% | 13.77% | 4.56% | 6.61% | 5.45% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBASX (HARTFORD MODERATE ALLOCATION FUND CLASS R4) | 12/27/2006 | 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 | 17.60 | 13.77 | 4.56 | 6.61 | 5.45 | NA | … | … | 7.17 | 7.33 | 11.88 | 12.51 | -17.36 | 4.66 | 8.66 | 18.07 | -5.97 | 14.69 | 4.51 | -2.74 | 0.51 | 9.58 | 12.03 | -1.25 | 12.86 | 27.74 | -29.61 | 8.72 | -0.33 |
| Sharpe Ratio | NA | 1.94 | 1.19 | 0.20 | 0.47 | NA | NA | … | … | 1.57 | 0.35 | 0.67 | 1.05 | -1.30 | 0.49 | 0.44 | 2.42 | -0.81 | 2.96 | 0.45 | -0.33 | 0.08 | 1.48 | 1.57 | -0.09 | 1.15 | 1.64 | -1.35 | 0.59 | -20.10 |
| Standard Deviation(%) | NA | 8.11 | 9.08 | 10.39 | 10.64 | NA | NA | … | … | 9.90 | 13.07 | 7.84 | 7.95 | 14.49 | 9.51 | 19.07 | 6.88 | 9.03 | 4.78 | 9.46 | 8.33 | 5.90 | 6.46 | 7.68 | 14.55 | 11.09 | 16.88 | 22.58 | 9.81 | 1.88 |
| Draw Down(%) | NA | 6.44 | 10.52 | 25.03 | 25.03 | NA | NA | … | … | 6.44 | 10.52 | 4.49 | 8.02 | 20.97 | 7.79 | 24.46 | 3.97 | 12.80 | 1.57 | 8.72 | 9.87 | 6.54 | 6.41 | 7.18 | 14.54 | 9.17 | 15.75 | 38.01 | 6.79 | 0.33 |
| Yield(%) | 0.00 | 9.76 | 5.53 | 3.36 | 4.13 | 4.09 | 3.71 | … | … | 0.00 | 10.20 | 2.62 | 2.26 | 1.59 | 1.85 | 1.51 | 3.66 | 7.74 | 5.33 | 0.96 | 6.62 | 9.52 | 1.10 | 3.22 | 1.85 | 1.98 | 1.75 | 2.38 | 8.75 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBASX (HARTFORD MODERATE ALLOCATION FUND CLASS R4) |
-3.55%
Jun 2007 – Jun 2010 |
0.85%
Sep 2017 – Sep 2022 |
2.31%
Oct 2013 – Oct 2023 |
2.50%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBASX (HARTFORD MODERATE ALLOCATION FUND CLASS R4) |
19.26%
Feb 2009 – Feb 2012 |
14.35%
Feb 2009 – Feb 2014 |
8.71%
Feb 2009 – Feb 2019 |
6.94%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart