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Performance Comparison
Comparison Box

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) 5.37% 4.11% 4.19% 2.70% 4.81% 6.33% NA 6.62%
Data as of 07/24/2025, 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 07/24/2025
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 (%) 0.95 4.11 4.19 2.70 4.81 6.33 NA 6.62 5.37 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 0.16 0.07 0.36 NA NA 0.69 0.63 -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 8.66 8.60 8.81 NA NA 8.02 8.74 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 3.82 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 07/24/2025, 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