Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBLCX (THE HARTFORD BALANCED INCOME FUND CLASS C) | 3.46% | 10.28% | 8.53% | 1.84% | 4.71% | 5.62% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/03/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBLCX (THE HARTFORD BALANCED INCOME FUND CLASS C) | 08/03/2006 | 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 | 10.28 | 8.53 | 1.84 | 4.71 | 5.62 | NA | … | … | 3.46 | 9.88 | 5.43 | 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 | 1.46 | 0.83 | -0.07 | 0.36 | NA | NA | … | … | 0.97 | 0.96 | 0.30 | 0.44 | -1.17 | 0.50 | 0.35 | 3.71 | -1.11 | 3.16 | 1.63 | -0.17 | 1.41 | 1.99 | 2.39 | 0.89 | 1.59 | 1.96 | -1.17 | 0.06 | 3.95 |
| Standard Deviation(%) | NA | 5.63 | 6.83 | 8.32 | 8.60 | NA | NA | … | … | 6.20 | 7.34 | 6.10 | 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 | 4.87 | 7.90 | 20.45 | 23.25 | NA | NA | … | … | 4.87 | 6.30 | 4.30 | 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 | 7.16 | 5.68 | 3.47 | 3.96 | 4.42 | 4.34 | … | … | 0.69 | 7.34 | 6.37 | 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 06/04/2026, Common starting date 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 |
1.19%
Sep 2017 – Sep 2022 |
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