Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HBLCX (THE HARTFORD BALANCED INCOME FUND CLASS C) | 4.17% | 1.89% | 3.38% | 1.79% | 3.95% | 5.68% | NA | 5.34% |
Data as of 07/21/2025, AR inception is 08/03/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBLCX (THE HARTFORD BALANCED INCOME FUND CLASS C) | 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 (%) | -0.21 | 1.89 | 3.38 | 1.79 | 3.95 | 5.68 | NA | 5.34 | 4.17 | 1.83 | 6.83 | -12.38 | 3.95 | 6.24 | 18.06 | -5.78 | 10.69 | 10.38 | -1.17 | 6.76 | 11.11 | 11.97 | 7.80 | 11.44 | 21.55 | -19.17 | 3.57 | 6.58 |
| Sharpe Ratio | NA | -0.19 | 0.07 | -0.02 | 0.28 | NA | NA | 0.45 | 0.57 | -0.66 | 0.35 | -1.17 | 0.50 | 0.35 | 3.73 | -1.10 | 3.17 | 1.63 | -0.17 | 1.41 | 1.99 | 2.39 | 0.89 | 1.59 | 1.96 | -1.16 | 0.08 | 4.00 |
| Standard Deviation(%) | NA | 8.43 | 8.71 | 8.63 | 8.82 | NA | NA | 8.81 | 8.73 | 7.19 | 7.35 | 11.80 | 7.92 | 16.87 | 4.47 | 6.49 | 3.19 | 6.24 | 6.92 | 4.78 | 5.58 | 5.02 | 8.73 | 7.14 | 10.93 | 17.20 | 7.02 | 3.38 |
| Draw Down(%) | NA | 9.65 | 10.82 | 20.45 | 23.25 | NA | NA | 32.37 | 6.29 | 7.57 | 8.08 | 16.55 | 6.44 | 23.25 | 1.67 | 9.86 | 1.28 | 4.32 | 7.56 | 3.76 | 5.71 | 4.11 | 7.03 | 6.10 | 15.16 | 27.70 | 4.53 | 0.70 |
| Yield(%) | 0.00 | 2.07 | 2.45 | 2.02 | 3.18 | 4.04 | 3.58 | 3.98 | 0.71 | 2.79 | 2.70 | 1.86 | 1.42 | 1.57 | 3.02 | 5.59 | 4.95 | 3.20 | 3.38 | 3.48 | 3.23 | 3.45 | 2.57 | 2.72 | 3.42 | 3.60 | 2.98 | 1.28 |
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 |
|---|---|---|---|---|
| HBLCX (THE HARTFORD BALANCED INCOME FUND CLASS C) |
-2.44%
Apr 2021 - Apr 2024 |
1.03%
Dec 2019 - Dec 2024 |
3.16%
Oct 2013 - Oct 2023 |
4.45%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBLCX (THE HARTFORD BALANCED INCOME FUND CLASS C) |
19.28%
Feb 2009 - Feb 2012 |
15.46%
Feb 2009 - Feb 2014 |
10.09%
Feb 2009 - Feb 2019 |
7.54%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart