Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HBLRX (THE HARTFORD BALANCED INCOME FUND CLASS R3) | 5.44% | 3.87% | 3.95% | 2.45% | 4.55% | 6.05% | NA | 6.33% |
Data as of 07/25/2025, AR inception is 06/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBLRX (THE HARTFORD BALANCED INCOME FUND CLASS R3) | 06/01/2010 | 07/25/2025 |
| 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 (%) | 1.02 | 3.87 | 3.95 | 2.45 | 4.55 | 6.05 | NA | 6.33 | 5.44 | 2.25 | 7.32 | -12.04 | 4.51 | 6.66 | 18.54 | -5.40 | 11.10 | 10.35 | -0.72 | 7.27 | 11.61 | 12.52 | 8.24 | 11.24 |
| Sharpe Ratio | NA | 0.08 | 0.07 | 0.04 | 0.35 | NA | NA | 0.67 | 0.79 | -0.61 | 0.42 | -1.15 | 0.57 | 0.38 | 3.89 | -1.03 | 3.34 | 1.63 | -0.11 | 1.52 | 2.09 | 2.51 | 0.95 | 3.02 |
| Standard Deviation(%) | NA | 8.37 | 8.65 | 8.58 | 8.78 | NA | NA | 7.99 | 8.66 | 7.06 | 7.38 | 11.73 | 7.82 | 16.84 | 4.41 | 6.52 | 3.15 | 6.22 | 6.86 | 4.77 | 5.55 | 5.02 | 8.69 | 6.50 |
| Draw Down(%) | NA | 9.44 | 10.74 | 20.04 | 23.24 | NA | NA | 23.24 | 6.25 | 7.46 | 7.85 | 16.28 | 6.31 | 23.24 | 1.64 | 9.58 | 1.19 | 4.33 | 7.43 | 3.67 | 5.70 | 4.06 | 6.91 | 3.31 |
| Yield(%) | 0.00 | 2.31 | 2.74 | 2.35 | 3.53 | 4.40 | 3.43 | 4.58 | 0.79 | 3.12 | 3.03 | 2.21 | 1.78 | 1.91 | 3.37 | 5.84 | 5.29 | 3.03 | 3.77 | 3.87 | 3.64 | 3.81 | 2.77 | 1.52 |
Data as of 07/25/2025, AR inception is 06/01/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBLRX (THE HARTFORD BALANCED INCOME FUND CLASS R3) |
-2.00%
Apr 2021 - Apr 2024 |
1.47%
Dec 2019 - Dec 2024 |
3.55%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBLRX (THE HARTFORD BALANCED INCOME FUND CLASS R3) |
12.47%
Sep 2011 - Sep 2014 |
9.50%
Sep 2011 - Sep 2016 |
8.39%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart