Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HBLAX (THE HARTFORD BALANCED INCOME FUND CLASS A) | 4.44% | 6.09% | 5.35% | 3.29% | 5.02% | 6.66% | NA | 6.34% |
Data as of 07/21/2025, AR inception is 08/03/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBLAX (THE HARTFORD BALANCED INCOME FUND CLASS A) | 08/03/2006 | 07/21/2025 |
| 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 (%) | -0.14 | 6.09 | 5.35 | 3.29 | 5.02 | 6.66 | NA | 6.34 | 4.44 | 1.69 | 7.70 | -11.73 | 4.88 | 7.03 | 17.99 | -5.05 | 11.50 | 11.17 | -0.44 | 7.64 | 11.82 | 12.82 | 8.70 | 12.53 | 22.41 | -18.53 | 4.40 | 6.89 |
| Sharpe Ratio | NA | 0.35 | 0.31 | 0.16 | 0.41 | NA | NA | 0.57 | 0.63 | -0.68 | 0.47 | -1.12 | 0.61 | 0.40 | 3.68 | -0.98 | 3.44 | 1.77 | -0.07 | 1.60 | 2.12 | 2.58 | 1.00 | 1.72 | 2.05 | -1.12 | 0.20 | 4.26 |
| Standard Deviation(%) | NA | 7.50 | 8.42 | 8.46 | 8.74 | NA | NA | 8.78 | 8.74 | 7.15 | 7.39 | 11.76 | 7.99 | 16.92 | 4.51 | 6.51 | 3.17 | 6.20 | 6.95 | 4.76 | 5.56 | 4.99 | 8.70 | 7.22 | 10.91 | 17.28 | 6.96 | 3.36 |
| Draw Down(%) | NA | 6.25 | 10.71 | 19.84 | 23.20 | NA | NA | 31.60 | 6.25 | 7.63 | 7.73 | 16.08 | 6.34 | 23.20 | 1.72 | 9.27 | 1.19 | 4.34 | 7.37 | 3.63 | 5.72 | 3.99 | 6.84 | 5.69 | 15.09 | 27.21 | 4.28 | 0.78 |
| Yield(%) | 0.00 | 6.05 | 4.30 | 3.39 | 4.22 | 5.25 | 4.63 | 5.14 | 0.90 | 7.06 | 3.43 | 2.53 | 2.20 | 2.29 | 2.84 | 6.23 | 5.64 | 3.89 | 4.05 | 4.15 | 3.89 | 4.06 | 3.18 | 3.57 | 4.14 | 4.24 | 3.61 | 1.48 |
Data as of 07/21/2025, AR inception is 08/03/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBLAX (THE HARTFORD BALANCED INCOME FUND CLASS A) |
-1.63%
Apr 2021 - Apr 2024 |
1.79%
Sep 2017 - Sep 2022 |
3.87%
Oct 2013 - Oct 2023 |
5.21%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBLAX (THE HARTFORD BALANCED INCOME FUND CLASS A) |
20.27%
Feb 2009 - Feb 2012 |
16.36%
Feb 2009 - Feb 2014 |
10.93%
Feb 2009 - Feb 2019 |
8.31%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart