Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCKIX (THE HARTFORD CHECKS AND BALANCES FUND CLASS I) | 6.32% | 17.16% | 12.71% | 4.45% | 7.79% | 8.02% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCKIX (THE HARTFORD CHECKS AND BALANCES FUND CLASS I) | 03/04/2008 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 17.16 | 12.71 | 4.45 | 7.79 | 8.02 | NA | … | … | 6.32 | 11.82 | 11.68 | 13.35 | -19.01 | 10.42 | 10.59 | 22.71 | -3.32 | 14.70 | 7.69 | -0.19 | 8.74 | 22.73 | 13.88 | -2.43 | 11.38 | 26.84 | -25.41 |
| Sharpe Ratio | NA | 1.96 | 1.07 | 0.18 | 0.51 | NA | NA | … | … | 1.53 | 0.81 | 1.04 | 1.09 | -1.18 | 1.09 | 0.45 | 2.10 | -0.46 | 2.16 | 0.81 | -0.02 | 1.15 | 2.85 | 1.59 | -0.15 | 0.99 | 1.48 | -1.10 |
| Standard Deviation(%) | NA | 7.85 | 9.33 | 11.42 | 12.21 | NA | NA | … | … | 9.13 | 11.12 | 7.74 | 9.00 | 17.32 | 9.52 | 22.63 | 10.10 | 10.28 | 6.53 | 9.26 | 10.03 | 7.57 | 7.97 | 8.75 | 15.90 | 11.38 | 18.07 | 27.69 |
| Draw Down(%) | NA | 6.29 | 11.22 | 22.71 | 27.46 | NA | NA | … | … | 6.29 | 11.00 | 3.95 | 8.41 | 20.11 | 6.15 | 26.85 | 4.72 | 12.21 | 3.27 | 8.16 | 8.90 | 5.61 | 5.13 | 7.58 | 15.62 | 10.01 | 17.78 | 39.29 |
| Yield(%) | 0.00 | 7.80 | 6.29 | 3.97 | 6.33 | 7.19 | 5.66 | … | … | 0.41 | 7.91 | 4.99 | 5.15 | 1.44 | 2.96 | 2.30 | 8.79 | 9.49 | 14.13 | 8.91 | 11.33 | 12.30 | 9.90 | 3.58 | 2.79 | 1.72 | 2.00 | 2.21 |
Data as of 06/04/2026, Common starting date is 03/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCKIX (THE HARTFORD CHECKS AND BALANCES FUND CLASS I) |
-1.33%
Apr 2021 – Apr 2024 |
2.86%
Sep 2018 – Sep 2023 |
5.16%
Oct 2013 – Oct 2023 |
5.53%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCKIX (THE HARTFORD CHECKS AND BALANCES FUND CLASS I) |
18.69%
Feb 2009 – Feb 2012 |
17.11%
Feb 2009 – Feb 2014 |
11.82%
Feb 2009 – Feb 2019 |
9.63%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart