Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HCKSX (THE HARTFORD CHECKS AND BALANCES FUND CLASS R4) | 3.63% | 6.01% | 6.51% | 4.39% | 5.72% | 7.46% | NA | 6.76% |
Data as of 07/18/2025, AR inception is 09/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCKSX (THE HARTFORD CHECKS AND BALANCES FUND CLASS R4) | 09/02/2008 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 6.01 | 6.51 | 4.39 | 5.72 | 7.46 | NA | 6.76 | 3.63 | 7.80 | 9.90 | -19.27 | 10.02 | 10.16 | 22.44 | -3.66 | 14.42 | 7.44 | -0.47 | 8.38 | 22.24 | 13.55 | -2.70 | 11.03 | 26.50 | -22.67 |
| Sharpe Ratio | NA | 0.24 | 0.27 | 0.20 | 0.35 | NA | NA | 0.41 | 0.28 | 0.15 | 0.61 | -1.20 | 1.06 | 0.44 | 2.79 | -0.48 | 2.11 | 0.78 | -0.05 | 1.11 | 2.82 | 1.57 | -0.17 | 0.97 | 1.46 | -1.32 |
| Standard Deviation(%) | NA | 11.53 | 11.86 | 11.79 | 12.28 | NA | NA | 13.35 | 13.72 | 8.19 | 9.40 | 17.32 | 9.45 | 22.52 | 7.53 | 10.42 | 6.56 | 9.31 | 10.03 | 7.54 | 7.87 | 8.69 | 15.83 | 11.33 | 18.03 | 41.06 |
| Draw Down(%) | NA | 11.23 | 12.82 | 22.91 | 26.89 | NA | NA | 34.61 | 11.03 | 6.30 | 8.54 | 20.32 | 6.18 | 26.89 | 3.45 | 12.35 | 3.18 | 8.19 | 8.99 | 5.67 | 5.15 | 7.68 | 15.76 | 9.99 | 17.78 | 33.23 |
| Yield(%) | 0.00 | 4.02 | 2.65 | 2.51 | 5.51 | 7.04 | 5.06 | 6.32 | 0.40 | 4.72 | 1.86 | 1.19 | 2.62 | 2.00 | 8.47 | 9.20 | 13.85 | 8.67 | 11.10 | 12.04 | 9.61 | 3.26 | 2.52 | 1.51 | 1.70 | 1.74 |
Data as of 07/18/2025, AR inception is 09/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCKSX (THE HARTFORD CHECKS AND BALANCES FUND CLASS R4) |
-2.57%
Apr 2021 - Apr 2024 |
2.53%
Sep 2018 - Sep 2023 |
4.83%
Oct 2013 - Oct 2023 |
6.68%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCKSX (THE HARTFORD CHECKS AND BALANCES FUND CLASS R4) |
18.36%
Feb 2009 - Feb 2012 |
16.74%
Feb 2009 - Feb 2014 |
11.48%
Feb 2009 - Feb 2019 |
9.08%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart