Performance Comparison
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