Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HCKBX (THE HARTFORD CHECKS AND BALANCES FUND CLASS B) | NA | 12.05% | 5.64% | 8.96% | 4.81% | NA | NA | 5.08% |
Data as of 09/25/2017, AR inception is 06/01/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCKBX (THE HARTFORD CHECKS AND BALANCES FUND CLASS B) | 06/01/2007 | 09/25/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.05 | 5.64 | 8.96 | 4.81 | NA | NA | 5.08 | 9.15 | 6.59 | -1.02 | 7.54 | 21.42 | 12.58 | -3.40 | 10.12 | 25.53 | -29.30 | 2.64 |
| Sharpe Ratio | NA | 2.05 | 0.62 | 1.06 | 0.34 | NA | NA | 0.34 | 2.43 | 0.68 | -0.10 | 1.00 | 2.70 | 1.45 | -0.22 | 0.88 | 1.41 | -1.17 | 0.16 |
| Standard Deviation(%) | NA | 5.31 | 8.73 | 8.28 | 13.56 | NA | NA | 13.45 | 5.00 | 9.35 | 10.00 | 7.52 | 7.91 | 8.71 | 15.91 | 11.36 | 18.09 | 25.73 | 11.71 |
| Draw Down(%) | NA | 2.52 | 12.35 | 12.35 | 41.68 | NA | NA | 41.68 | 1.76 | 8.32 | 9.20 | 5.66 | 5.17 | 7.80 | 16.05 | 10.20 | 17.97 | 39.35 | 6.71 |
| Yield(%) | 0.00 | 7.24 | 8.74 | 8.40 | 4.68 | 3.20 | 2.40 | 4.80 | 0.00 | 7.73 | 10.34 | 11.24 | 8.77 | 2.43 | 1.73 | 0.64 | 0.90 | 2.17 | 1.15 |
Data as of 09/25/2017, 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 |
|---|---|---|---|---|
| HCKBX (THE HARTFORD CHECKS AND BALANCES FUND CLASS B) |
-3.55%
Aug 2007 - Aug 2010 |
0.31%
Oct 2007 - Oct 2012 |
5.01%
Aug 2007 - Aug 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCKBX (THE HARTFORD CHECKS AND BALANCES FUND CLASS B) |
17.45%
Feb 2009 - Feb 2012 |
15.88%
Feb 2009 - Feb 2014 |
5.13%
Jul 2007 - Jul 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart