Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCKCX (THE HARTFORD CHECKS AND BALANCES FUND CLASS C) | 4.24% | 14.47% | 11.03% | 3.11% | 6.00% | 6.48% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/01/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCKCX (THE HARTFORD CHECKS AND BALANCES FUND CLASS C) | 06/01/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.65 | 14.47 | 11.03 | 3.11 | 6.00 | 6.48 | NA | … | … | 4.24 | 10.70 | 10.66 | 12.04 | -19.84 | 9.28 | 9.33 | 15.84 | -4.37 | 13.57 | 6.78 | -1.15 | 7.63 | 21.42 | 12.75 | -3.43 | 10.33 | 25.54 | -29.29 | 2.66 |
| Sharpe Ratio | NA | 1.84 | 0.95 | 0.09 | 0.38 | NA | NA | … | … | 1.43 | 0.71 | 0.91 | 0.95 | -1.23 | 0.97 | 0.40 | 1.60 | -0.56 | 2.05 | 0.71 | -0.12 | 1.01 | 2.70 | 1.48 | -0.22 | 0.91 | 1.41 | -1.17 | 0.15 |
| Standard Deviation(%) | NA | 7.79 | 9.29 | 11.41 | 12.11 | NA | NA | … | … | 8.94 | 11.14 | 7.76 | 8.91 | 17.35 | 9.50 | 22.67 | 8.96 | 10.25 | 6.33 | 9.19 | 10.04 | 7.57 | 7.91 | 8.66 | 15.84 | 11.26 | 18.10 | 25.78 | 11.76 |
| Draw Down(%) | NA | 6.43 | 11.50 | 23.39 | 27.72 | NA | NA | … | … | 6.43 | 11.05 | 3.99 | 8.63 | 20.66 | 6.29 | 26.92 | 4.77 | 12.46 | 2.99 | 8.08 | 9.17 | 5.72 | 5.17 | 7.70 | 15.92 | 10.18 | 17.97 | 39.39 | 6.71 |
| Yield(%) | 0.00 | 6.83 | 5.22 | 3.07 | 4.85 | 5.83 | 4.43 | … | … | 0.15 | 6.93 | 3.93 | 4.10 | 0.54 | 1.87 | 1.25 | 1.93 | 8.51 | 13.11 | 7.98 | 10.45 | 11.32 | 8.89 | 2.48 | 1.81 | 0.73 | 0.92 | 2.18 | 1.17 |
Data as of 06/05/2026, Common starting date is 06/01/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCKCX (THE HARTFORD CHECKS AND BALANCES FUND CLASS C) |
-3.49%
Aug 2007 – Aug 2010 |
0.38%
Oct 2007 – Oct 2012 |
3.58%
Oct 2013 – Oct 2023 |
3.79%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCKCX (THE HARTFORD CHECKS AND BALANCES FUND CLASS C) |
17.50%
Feb 2009 – Feb 2012 |
15.92%
Feb 2009 – Feb 2014 |
10.68%
Feb 2009 – Feb 2019 |
8.16%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart