Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HBLSX (THE HARTFORD BALANCED INCOME FUND CLASS R4) | 5.58% | 4.11% | 4.26% | 2.74% | 4.85% | 6.35% | NA | 6.63% |
Data as of 07/25/2025, AR inception is 06/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBLSX (THE HARTFORD BALANCED INCOME FUND CLASS R4) | 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 (%) | 1.01 | 4.11 | 4.26 | 2.74 | 4.85 | 6.35 | NA | 6.63 | 5.58 | 2.57 | 7.55 | -11.74 | 4.82 | 6.92 | 18.95 | -5.16 | 11.42 | 10.56 | -0.37 | 7.56 | 11.99 | 12.78 | 8.61 | 11.35 |
| Sharpe Ratio | NA | 0.11 | 0.10 | 0.08 | 0.38 | NA | NA | 0.70 | 0.83 | -0.57 | 0.45 | -1.12 | 0.61 | 0.39 | 3.92 | -1.01 | 3.39 | 1.66 | -0.06 | 1.58 | 2.15 | 2.55 | 0.98 | 3.04 |
| Standard Deviation(%) | NA | 8.40 | 8.64 | 8.59 | 8.82 | NA | NA | 8.02 | 8.63 | 7.08 | 7.34 | 11.73 | 7.89 | 16.97 | 4.48 | 6.43 | 3.20 | 6.23 | 6.96 | 4.79 | 5.56 | 5.03 | 8.74 | 6.54 |
| Draw Down(%) | NA | 9.30 | 10.74 | 19.87 | 23.22 | NA | NA | 23.22 | 6.18 | 7.39 | 7.77 | 16.11 | 6.31 | 23.22 | 1.71 | 9.29 | 1.19 | 4.32 | 7.42 | 3.61 | 5.70 | 3.98 | 6.76 | 3.31 |
| Yield(%) | 0.00 | 2.55 | 3.01 | 2.62 | 3.83 | 4.78 | 3.73 | 4.98 | 0.86 | 3.44 | 3.32 | 2.45 | 2.10 | 2.21 | 3.69 | 6.15 | 5.59 | 3.25 | 4.04 | 4.15 | 3.90 | 4.14 | 3.11 | 1.62 |
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 |
|---|---|---|---|---|
| HBLSX (THE HARTFORD BALANCED INCOME FUND CLASS R4) |
-1.71%
Apr 2021 - Apr 2024 |
1.76%
Dec 2019 - Dec 2024 |
3.85%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBLSX (THE HARTFORD BALANCED INCOME FUND CLASS R4) |
12.81%
Sep 2011 - Sep 2014 |
9.82%
Sep 2011 - Sep 2016 |
8.70%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart