Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HBLIX (THE HARTFORD BALANCED INCOME FUND CLASS I) | 4.57% | 5.98% | 6.21% | 3.68% | 5.28% | 6.95% | NA | 6.99% |
Data as of 07/18/2025, AR inception is 03/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBLIX (THE HARTFORD BALANCED INCOME FUND CLASS I) | 03/04/2010 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.14 | 5.98 | 6.21 | 3.68 | 5.28 | 6.95 | NA | 6.99 | 4.57 | 1.87 | 7.96 | -11.51 | 5.12 | 7.23 | 19.36 | -4.81 | 11.75 | 10.73 | -0.19 | 7.92 | 12.19 | 13.08 | 8.84 | 9.95 |
| Sharpe Ratio | NA | 0.37 | 0.34 | 0.19 | 0.44 | NA | NA | 0.74 | 0.64 | -0.65 | 0.51 | -1.10 | 0.64 | 0.41 | 4.00 | -0.95 | 3.50 | 1.69 | -0.03 | 1.67 | 2.15 | 2.63 | 1.01 | 1.66 |
| Standard Deviation(%) | NA | 7.50 | 8.42 | 8.46 | 8.74 | NA | NA | 7.98 | 8.73 | 7.21 | 7.34 | 11.80 | 7.91 | 16.89 | 4.49 | 6.47 | 3.19 | 6.24 | 6.98 | 4.74 | 5.65 | 4.99 | 8.71 | 7.21 |
| Draw Down(%) | NA | 6.20 | 10.64 | 19.63 | 23.18 | NA | NA | 23.18 | 6.20 | 7.69 | 7.66 | 15.91 | 6.33 | 23.18 | 1.65 | 9.03 | 1.19 | 4.34 | 7.32 | 3.62 | 5.72 | 3.99 | 6.65 | 5.88 |
| Yield(%) | 0.00 | 6.20 | 4.59 | 3.65 | 4.49 | 5.61 | 4.24 | 5.66 | 0.96 | 7.31 | 3.67 | 2.76 | 2.45 | 2.53 | 4.08 | 6.48 | 5.88 | 3.46 | 4.30 | 4.42 | 4.15 | 4.30 | 3.40 | 2.64 |
Data as of 07/18/2025, AR inception is 03/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBLIX (THE HARTFORD BALANCED INCOME FUND CLASS I) |
-1.42%
Apr 2021 - Apr 2024 |
2.22%
Sep 2017 - Sep 2022 |
4.14%
Oct 2013 - Oct 2023 |
6.62%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBLIX (THE HARTFORD BALANCED INCOME FUND CLASS I) |
13.63%
May 2010 - May 2013 |
11.17%
May 2010 - May 2015 |
8.99%
Sep 2011 - Sep 2021 |
7.12%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart