Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBLYX (THE HARTFORD BALANCED INCOME FUND CLASS Y) | 3.46% | 11.13% | 9.45% | 2.84% | 5.66% | 6.66% | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/03/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBLYX (THE HARTFORD BALANCED INCOME FUND CLASS Y) | 08/03/2006 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 11.13 | 9.45 | 2.84 | 5.66 | 6.66 | NA | … | … | 3.46 | 11.05 | 6.36 | 7.94 | -11.46 | 5.10 | 7.25 | 18.36 | -4.80 | 11.77 | 11.58 | -0.03 | 7.94 | 12.26 | 13.64 | 9.04 | 12.75 | 22.79 | -18.28 | 4.73 | 7.10 |
| Sharpe Ratio | NA | 1.49 | 0.91 | 0.03 | 0.47 | NA | NA | … | … | 0.92 | 1.11 | 0.45 | 0.59 | -1.11 | 0.65 | 0.41 | 3.69 | -0.96 | 3.48 | 1.84 | -0.01 | 1.66 | 2.19 | 2.69 | 1.05 | 1.76 | 2.07 | -1.12 | 0.23 | 4.38 |
| Standard Deviation(%) | NA | 5.70 | 6.83 | 8.29 | 8.58 | NA | NA | … | … | 6.27 | 7.37 | 6.07 | 7.36 | 11.70 | 7.85 | 16.87 | 4.57 | 6.47 | 3.21 | 6.17 | 6.93 | 4.79 | 5.59 | 5.09 | 8.61 | 7.17 | 10.93 | 17.20 | 7.00 | 3.37 |
| Draw Down(%) | NA | 4.71 | 7.70 | 19.60 | 23.19 | NA | NA | … | … | 4.71 | 6.24 | 4.22 | 7.70 | 15.92 | 6.26 | 23.19 | 1.63 | 8.99 | 1.18 | 4.30 | 7.23 | 3.58 | 5.68 | 3.97 | 6.67 | 5.96 | 15.07 | 27.06 | 4.29 | 0.70 |
| Yield(%) | 0.00 | 7.92 | 6.53 | 4.25 | 4.82 | 5.53 | 5.52 | … | … | 0.92 | 8.12 | 7.18 | 3.58 | 2.69 | 2.39 | 2.48 | 3.05 | 6.44 | 5.88 | 4.20 | 4.34 | 4.46 | 4.20 | 4.35 | 3.51 | 3.58 | 4.48 | 4.56 | 3.84 | 1.59 |
Data as of 06/05/2026, Common starting date is 08/03/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBLYX (THE HARTFORD BALANCED INCOME FUND CLASS Y) |
-1.39%
Apr 2021 – Apr 2024 |
2.05%
Sep 2017 – Sep 2022 |
4.16%
Oct 2013 – Oct 2023 |
5.55%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBLYX (THE HARTFORD BALANCED INCOME FUND CLASS Y) |
20.62%
Feb 2009 – Feb 2012 |
16.82%
Feb 2009 – Feb 2014 |
11.32%
Feb 2009 – Feb 2019 |
8.66%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart