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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
HBLBX (THE HARTFORD BALANCED INCOME FUND CLASS B) NA -24.38% -5.67% 0.13% 2.74% NA NA 3.49%
Data as of 09/25/2017, AR inception is 08/03/2006
More Performance Analytics Comparison
Name Start Date End Date
HBLBX (THE HARTFORD BALANCED INCOME FUND CLASS B) 08/03/2006 09/25/2017
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) -30.55 -24.38 -5.67 0.13 2.74 NA NA 3.49 -25.49 11.15 -0.44 7.61 11.94 12.31 7.80 11.84 21.56 -19.14 3.55 6.60
Sharpe Ratio NA -0.42 -0.11 0.00 0.73 NA NA 0.18 -0.79 1.76 -0.07 1.58 2.13 2.44 0.89 1.66 1.97 -1.16 0.08 4.05
Standard Deviation(%) NA 60.56 53.90 117.37 8.58 NA NA 15.95 42.84 6.20 6.93 4.80 5.59 5.06 8.73 7.08 10.90 17.20 7.04 3.33
Draw Down(%) NA 30.55 30.55 30.55 32.34 NA NA 32.34 30.55 4.35 7.34 3.57 5.74 4.09 7.07 5.63 15.14 27.66 4.52 0.70
Yield(%) 0.00 3.43 3.81 4.08 3.68 2.81 2.11 3.84 1.16 3.78 3.99 4.10 3.89 3.65 2.40 2.90 3.44 3.62 2.96 1.21
Data as of 09/25/2017, 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
HBLBX (THE HARTFORD BALANCED INCOME FUND CLASS B) -0.64%
May 2007 - May 2010
3.50%
Sep 2006 - Sep 2011
6.19%
Nov 2006 - Nov 2016
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HBLBX (THE HARTFORD BALANCED INCOME FUND CLASS B) 19.42%
Feb 2009 - Feb 2012
15.82%
Feb 2009 - Feb 2014
6.77%
Jul 2007 - Jul 2017
0.00%
NA
Annualized Rolling Returns Comparison Chart