Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBLFX (THE HARTFORD BALANCED INCOME FUND CLASS F) | 3.48% | 11.22% | 9.57% | 4.51% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBLFX (THE HARTFORD BALANCED INCOME FUND CLASS F) | 03/01/2017 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 11.22 | 9.57 | 4.51 | NA | NA | NA | … | … | 3.48 | 11.20 | 6.50 | 8.04 | -8.77 | 10.19 | 7.88 | 19.43 | -4.80 | 8.70 |
| Sharpe Ratio | NA | 1.71 | 1.01 | 0.28 | NA | NA | NA | … | … | 1.15 | 1.15 | 0.47 | 0.60 | -0.91 | 1.75 | 0.45 | 3.99 | -0.96 | 3.10 |
| Standard Deviation(%) | NA | 5.55 | 6.79 | 7.76 | NA | NA | NA | … | … | 6.15 | 7.29 | 6.07 | 7.32 | 11.22 | 5.80 | 16.87 | 4.50 | 6.48 | 3.15 |
| Draw Down(%) | NA | 4.75 | 7.64 | 15.91 | NA | NA | NA | … | … | 4.75 | 6.18 | 4.15 | 7.64 | 15.91 | 3.08 | 23.23 | 1.65 | 9.04 | 1.19 |
| Yield(%) | 0.00 | 8.16 | 6.74 | 5.83 | 5.42 | 3.61 | 2.71 | … | … | 0.97 | 8.36 | 7.40 | 3.75 | 5.48 | 7.44 | 3.08 | 4.15 | 6.55 | 5.82 |
Data as of 06/05/2026, Common starting date is 03/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBLFX (THE HARTFORD BALANCED INCOME FUND CLASS F) |
1.21%
Sep 2019 – Sep 2022 |
3.34%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBLFX (THE HARTFORD BALANCED INCOME FUND CLASS F) |
12.39%
Dec 2018 – Dec 2021 |
7.82%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart