Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HCKFX (THE HARTFORD CHECKS AND BALANCES FUND CLASS F) | 3.71% | 6.39% | 10.37% | 8.13% | NA | NA | NA | 8.38% |
Data as of 07/18/2025, AR inception is 03/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCKFX (THE HARTFORD CHECKS AND BALANCES FUND CLASS F) | 03/01/2017 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 6.39 | 10.37 | 8.13 | NA | NA | NA | 8.38 | 3.71 | 11.81 | 13.47 | -13.36 | 14.74 | 13.43 | 22.82 | -3.24 | 7.98 |
| Sharpe Ratio | NA | 0.28 | 0.64 | 0.55 | NA | NA | NA | 0.51 | 0.29 | 1.05 | 1.11 | -0.95 | 1.73 | 0.58 | 2.87 | -0.45 | 1.30 |
| Standard Deviation(%) | NA | 11.59 | 10.96 | 11.05 | NA | NA | NA | 12.31 | 13.74 | 7.82 | 8.88 | 15.66 | 8.50 | 22.56 | 7.45 | 10.31 | 6.86 |
| Draw Down(%) | NA | 11.15 | 12.85 | 20.06 | NA | NA | NA | 26.85 | 10.97 | 3.90 | 8.29 | 20.06 | 4.16 | 26.85 | 3.43 | 12.20 | 3.36 |
| Yield(%) | 0.00 | 4.30 | 6.17 | 6.20 | 5.93 | 3.95 | 2.96 | 7.41 | 0.50 | 5.12 | 5.27 | 7.12 | 7.22 | 5.08 | 8.89 | 9.58 | 12.86 |
Data as of 07/18/2025, AR inception is 03/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCKFX (THE HARTFORD CHECKS AND BALANCES FUND CLASS F) |
2.25%
Apr 2021 - Apr 2024 |
5.14%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCKFX (THE HARTFORD CHECKS AND BALANCES FUND CLASS F) |
16.92%
Dec 2018 - Dec 2021 |
10.72%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart