Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBLVX (THE HARTFORD BALANCED INCOME FUND CLASS R6) | 3.49% | 11.19% | 9.55% | 4.49% | 6.67% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/10/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBLVX (THE HARTFORD BALANCED INCOME FUND CLASS R6) | 11/10/2014 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.39 | 11.19 | 9.55 | 4.49 | 6.67 | NA | NA | … | … | 3.49 | 11.09 | 6.54 | 8.01 | -8.74 | 10.21 | 7.84 | 19.37 | -4.76 | 11.89 | 11.59 | -0.12 | 0.21 |
| Sharpe Ratio | NA | 1.68 | 1.00 | 0.28 | 0.62 | NA | NA | … | … | 1.17 | 1.12 | 0.48 | 0.60 | -0.91 | 1.77 | 0.45 | 4.01 | -0.96 | 3.59 | 1.84 | -0.02 | 0.24 |
| Standard Deviation(%) | NA | 5.67 | 6.82 | 7.78 | 8.34 | NA | NA | … | … | 6.26 | 7.34 | 6.06 | 7.34 | 11.23 | 5.74 | 16.94 | 4.46 | 6.44 | 3.14 | 6.20 | 6.94 | 6.13 |
| Draw Down(%) | NA | 4.75 | 7.61 | 15.90 | 23.19 | NA | NA | … | … | 4.75 | 6.16 | 4.16 | 7.61 | 15.90 | 3.16 | 23.19 | 1.63 | 8.95 | 1.18 | 4.23 | 7.23 | 2.79 |
| Yield(%) | 0.00 | 8.04 | 6.65 | 5.76 | 5.91 | 4.39 | 3.29 | … | … | 0.95 | 8.23 | 7.29 | 3.71 | 5.41 | 7.36 | 3.04 | 4.11 | 6.49 | 5.92 | 4.21 | 4.33 | 2.20 |
Data as of 06/05/2026, Common starting date is 11/10/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBLVX (THE HARTFORD BALANCED INCOME FUND CLASS R6) |
1.21%
Sep 2019 – Sep 2022 |
3.35%
Sep 2017 – Sep 2022 |
5.85%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBLVX (THE HARTFORD BALANCED INCOME FUND CLASS R6) |
12.37%
Dec 2018 – Dec 2021 |
9.00%
Feb 2016 – Feb 2021 |
7.56%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart