Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HCKAX (THE HARTFORD CHECKS AND BALANCES FUND CLASS A) | 2.92% | 4.33% | 4.12% | 3.81% | 5.61% | 7.12% | NA | 5.62% |
Data as of 08/01/2025, AR inception is 06/01/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCKAX (THE HARTFORD CHECKS AND BALANCES FUND CLASS A) | 06/01/2007 | 08/01/2025 |
| 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 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.44 | 4.33 | 4.12 | 3.81 | 5.61 | 7.12 | NA | 5.62 | 2.92 | 9.99 | 9.91 | -19.14 | 10.05 | 10.28 | 22.41 | -3.57 | 14.57 | 7.46 | -0.51 | 8.47 | 22.35 | 13.57 | -2.57 | 11.14 | 26.37 | -28.75 | 3.09 |
| Sharpe Ratio | NA | 0.33 | 0.18 | 0.19 | 0.36 | NA | NA | 0.36 | 0.37 | 0.43 | 0.61 | -1.19 | 1.06 | 0.44 | 2.80 | -0.47 | 2.13 | 0.78 | -0.05 | 1.12 | 2.83 | 1.56 | -0.16 | 0.97 | 1.45 | -1.15 | 0.23 |
| Standard Deviation(%) | NA | 11.54 | 11.86 | 11.80 | 12.29 | NA | NA | 13.27 | 13.43 | 7.95 | 9.43 | 17.30 | 9.45 | 22.56 | 7.50 | 10.39 | 6.58 | 9.27 | 10.08 | 7.57 | 7.89 | 8.71 | 15.85 | 11.35 | 18.11 | 25.67 | 11.75 |
| Draw Down(%) | NA | 12.42 | 12.85 | 22.94 | 26.91 | NA | NA | 41.05 | 11.07 | 4.87 | 8.48 | 20.29 | 6.16 | 26.91 | 3.44 | 12.30 | 3.17 | 8.18 | 8.86 | 5.60 | 5.14 | 7.68 | 15.72 | 9.97 | 17.92 | 39.07 | 6.61 |
| Yield(%) | 0.00 | 2.68 | 2.08 | 2.24 | 5.45 | 6.73 | 4.77 | 5.30 | 0.41 | 3.27 | 1.91 | 1.25 | 2.68 | 2.03 | 8.49 | 9.25 | 13.89 | 8.70 | 11.13 | 12.04 | 9.63 | 3.29 | 2.55 | 1.50 | 1.71 | 2.76 | 1.40 |
Data as of 08/01/2025, AR inception is 06/01/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCKAX (THE HARTFORD CHECKS AND BALANCES FUND CLASS A) |
-2.76%
Aug 2007 - Aug 2010 |
1.13%
Oct 2007 - Oct 2012 |
4.89%
Oct 2013 - Oct 2023 |
4.91%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCKAX (THE HARTFORD CHECKS AND BALANCES FUND CLASS A) |
18.41%
Feb 2009 - Feb 2012 |
16.80%
Feb 2009 - Feb 2014 |
11.53%
Feb 2009 - Feb 2019 |
9.15%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart