Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBLRX (THE HARTFORD BALANCED INCOME FUND CLASS R3) | 3.61% | 10.75% | 8.94% | 2.27% | 5.09% | 6.03% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBLRX (THE HARTFORD BALANCED INCOME FUND CLASS R3) | 06/01/2010 | 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 (%) | 0.27 | 10.75 | 8.94 | 2.27 | 5.09 | 6.03 | NA | … | … | 3.61 | 10.36 | 5.78 | 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 | 1.54 | 0.89 | -0.01 | 0.41 | NA | NA | … | … | 1.02 | 1.02 | 0.36 | 0.50 | -1.15 | 0.57 | 0.38 | 3.87 | -1.04 | 3.33 | 1.63 | -0.11 | 1.52 | 2.09 | 2.51 | 0.95 | 3.02 |
| Standard Deviation(%) | NA | 5.66 | 6.82 | 8.28 | 8.57 | NA | NA | … | … | 6.24 | 7.36 | 6.04 | 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 | 4.78 | 7.85 | 20.04 | 23.24 | NA | NA | … | … | 4.78 | 6.25 | 4.26 | 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 | 7.39 | 5.96 | 3.75 | 4.25 | 4.81 | 4.25 | … | … | 0.78 | 7.58 | 6.62 | 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 06/04/2026, Common starting date 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 |
1.60%
Sep 2017 – Sep 2022 |
3.55%
Oct 2013 – Oct 2023 |
5.88%
Apr 2011 – Apr 2026 |
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 |
6.41%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart