Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HBLFX (THE HARTFORD BALANCED INCOME FUND CLASS F) | 4.52% | 5.41% | 7.32% | 5.38% | NA | NA | NA | 6.15% |
Data as of 07/17/2025, AR inception is 03/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBLFX (THE HARTFORD BALANCED INCOME FUND CLASS F) | 03/01/2017 | 07/17/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.74 | 5.41 | 7.32 | 5.38 | NA | NA | NA | 6.15 | 4.52 | 6.50 | 8.04 | -8.77 | 10.19 | 7.88 | 19.43 | -4.80 | 8.70 |
| Sharpe Ratio | NA | 0.55 | 0.48 | 0.48 | NA | NA | NA | 0.48 | 0.71 | 0.47 | 0.60 | -0.91 | 1.75 | 0.45 | 3.99 | -0.96 | 3.10 |
| Standard Deviation(%) | NA | 7.52 | 8.15 | 7.94 | NA | NA | NA | 8.79 | 8.82 | 6.07 | 7.32 | 11.22 | 5.80 | 16.87 | 4.50 | 6.48 | 3.15 |
| Draw Down(%) | NA | 6.18 | 10.68 | 15.91 | NA | NA | NA | 23.23 | 6.18 | 4.15 | 7.64 | 15.91 | 3.08 | 23.23 | 1.65 | 9.04 | 1.19 |
| Yield(%) | 0.00 | 6.24 | 5.68 | 5.42 | 4.59 | 3.06 | 2.29 | 5.73 | 0.98 | 7.40 | 3.75 | 5.48 | 7.44 | 3.08 | 4.15 | 6.55 | 5.82 |
Data as of 07/17/2025, AR inception 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