Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBLIX (THE HARTFORD BALANCED INCOME FUND CLASS I) | 3.87% | 11.41% | 9.62% | 2.89% | 5.70% | 6.64% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBLIX (THE HARTFORD BALANCED INCOME FUND CLASS I) | 03/04/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 11.41 | 9.62 | 2.89 | 5.70 | 6.64 | NA | … | … | 3.87 | 11.02 | 6.48 | 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 | 1.69 | 0.99 | 0.06 | 0.48 | NA | NA | … | … | 1.14 | 1.12 | 0.47 | 0.59 | -1.10 | 0.64 | 0.41 | 3.98 | -0.96 | 3.49 | 1.68 | -0.03 | 1.67 | 2.15 | 2.63 | 1.01 | 1.66 |
| Standard Deviation(%) | NA | 5.56 | 6.80 | 8.30 | 8.60 | NA | NA | … | … | 6.17 | 7.31 | 6.07 | 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 | 4.72 | 7.66 | 19.63 | 23.18 | NA | NA | … | … | 4.72 | 6.20 | 4.15 | 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 | 8.05 | 6.65 | 4.31 | 4.90 | 5.54 | 4.84 | … | … | 0.94 | 8.26 | 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 06/04/2026, Common starting date 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 |
6.48%
Mar 2011 – Mar 2026 |
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 |
7.18%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart