Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCAYX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS Y) | 6.47% | 19.85% | 16.19% | 4.69% | 9.68% | 9.90% | 7.95% | … | … |
Data as of 06/05/2026, Common starting date is 07/22/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCAYX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS Y) | 07/22/1996 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.87 | 19.85 | 16.19 | 4.69 | 9.68 | 9.90 | 7.95 | … | … | 6.47 | 10.66 | 20.98 | 19.24 | -21.12 | 2.15 | 16.58 | 30.87 | -4.83 | 21.82 | 4.51 | 1.55 | 7.29 | 42.32 | 20.72 | -14.88 | 13.36 | 43.57 | -45.90 | 16.62 | 16.13 | 15.72 | 18.60 | 41.17 | -22.38 | -6.26 | 8.53 | 67.49 | 3.68 | 55.08 | 33.80 |
| Sharpe Ratio | NA | 1.37 | 0.88 | 0.12 | 0.44 | NA | NA | … | … | 0.94 | 0.42 | 1.41 | 1.19 | -0.92 | 0.12 | 0.48 | 2.41 | -0.38 | 2.71 | 0.28 | 0.10 | 0.56 | 3.26 | 1.36 | -0.55 | 0.73 | 1.53 | -1.13 | 0.73 | 1.05 | 1.22 | 1.26 | 2.67 | -1.01 | -0.39 | 0.15 | 3.72 | 0.01 | 2.75 | 6.51 |
| Standard Deviation(%) | NA | 12.51 | 14.73 | 17.79 | 18.53 | NA | NA | … | … | 14.16 | 18.41 | 12.33 | 13.18 | 24.47 | 18.16 | 34.22 | 12.18 | 16.45 | 7.84 | 15.39 | 15.84 | 13.01 | 12.98 | 15.34 | 27.32 | 18.12 | 28.47 | 41.50 | 18.55 | 12.19 | 11.06 | 14.01 | 15.16 | 23.35 | 22.67 | 28.93 | 17.24 | 23.29 | 18.63 | 13.48 |
| Draw Down(%) | NA | 10.10 | 19.71 | 35.02 | 36.31 | NA | NA | … | … | 10.10 | 19.56 | 7.72 | 11.63 | 25.74 | 16.70 | 36.31 | 5.99 | 19.22 | 3.34 | 15.12 | 14.02 | 9.83 | 6.29 | 14.07 | 28.52 | 16.76 | 25.06 | 56.85 | 12.40 | 12.56 | 9.36 | 9.88 | 14.64 | 34.33 | 29.62 | 26.91 | 11.72 | 37.91 | 15.17 | 3.78 |
| Yield(%) | 0.00 | 5.87 | 5.96 | 2.97 | 5.73 | 7.59 | 6.27 | … | … | 0.00 | 5.79 | 9.52 | 0.49 | 0.36 | 0.28 | 0.57 | 5.39 | 13.26 | 13.91 | 0.77 | 8.07 | 25.50 | 5.66 | 1.25 | 1.84 | 0.00 | 0.00 | 1.03 | 9.26 | 8.67 | 9.67 | 0.00 | 0.00 | 0.00 | 0.17 | 17.66 | 9.30 | 0.64 | 4.98 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/22/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCAYX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS Y) |
-15.85%
Feb 2006 – Feb 2009 |
-4.13%
Feb 2004 – Feb 2009 |
2.44%
Aug 2000 – Aug 2010 |
4.66%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCAYX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS Y) |
44.25%
Mar 1997 – Mar 2000 |
26.73%
Aug 1996 – Aug 2001 |
17.87%
Aug 1996 – Aug 2006 |
12.39%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart