Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HCKIX (THE HARTFORD CHECKS AND BALANCES FUND CLASS I) | 4.27% | 8.40% | 6.07% | 4.80% | 6.25% | 7.66% | NA | 6.47% |
Data as of 07/24/2025, AR inception 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 | 07/24/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.58 | 8.40 | 6.07 | 4.80 | 6.25 | 7.66 | NA | 6.47 | 4.27 | 8.09 | 10.27 | -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 | 0.26 | 0.29 | 0.22 | 0.37 | NA | NA | 0.40 | 0.28 | 0.18 | 0.64 | -1.18 | 1.09 | 0.46 | 2.11 | -0.45 | 2.16 | 0.81 | -0.02 | 1.15 | 2.85 | 1.59 | -0.15 | 0.99 | 1.48 | -1.10 |
| Standard Deviation(%) | NA | 11.53 | 11.89 | 11.81 | 12.49 | NA | NA | 13.44 | 13.70 | 8.27 | 9.48 | 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 | 11.22 | 12.77 | 22.71 | 27.46 | NA | NA | 40.49 | 11.00 | 6.35 | 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 | 4.27 | 2.82 | 2.80 | 5.84 | 7.20 | 5.12 | 6.02 | 0.46 | 4.99 | 2.15 | 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 07/24/2025, AR inception 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) |
-2.23%
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 |
9.43%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart