Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCKTX (THE HARTFORD CHECKS AND BALANCES FUND CLASS R5) | 6.38% | 17.19% | 12.74% | 4.41% | 7.73% | 7.98% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCKTX (THE HARTFORD CHECKS AND BALANCES FUND CLASS R5) | 09/02/2008 | 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 (%) | 0.28 | 17.19 | 12.74 | 4.41 | 7.73 | 7.98 | NA | … | … | 6.38 | 11.82 | 11.76 | 13.29 | -19.11 | 10.28 | 10.40 | 22.51 | -3.42 | 14.82 | 7.70 | -0.15 | 8.74 | 22.62 | 13.88 | -2.42 | 11.39 | 26.85 | -22.62 |
| Sharpe Ratio | NA | 1.99 | 1.07 | 0.17 | 0.51 | NA | NA | … | … | 1.56 | 0.80 | 1.05 | 1.09 | -1.19 | 1.08 | 0.45 | 2.07 | -0.46 | 2.15 | 0.81 | -0.02 | 1.14 | 2.86 | 1.60 | -0.15 | 1.00 | 1.49 | -1.31 |
| Standard Deviation(%) | NA | 7.82 | 9.32 | 11.43 | 12.21 | NA | NA | … | … | 9.02 | 11.17 | 7.75 | 8.93 | 17.35 | 9.53 | 22.49 | 10.17 | 10.37 | 6.63 | 9.30 | 10.06 | 7.66 | 7.91 | 8.74 | 15.87 | 11.27 | 17.99 | 41.13 |
| Draw Down(%) | NA | 6.35 | 11.18 | 22.79 | 27.52 | NA | NA | … | … | 6.35 | 10.96 | 3.94 | 8.38 | 20.14 | 6.17 | 26.81 | 4.80 | 12.33 | 3.27 | 8.17 | 8.88 | 5.61 | 5.13 | 7.58 | 15.61 | 10.01 | 17.78 | 33.23 |
| Yield(%) | 0.00 | 8.00 | 6.45 | 4.05 | 6.45 | 7.27 | 5.94 | … | … | 0.42 | 8.13 | 5.13 | 5.28 | 1.46 | 2.98 | 2.31 | 10.31 | 9.40 | 14.12 | 8.93 | 11.37 | 12.29 | 9.90 | 3.58 | 2.80 | 1.73 | 2.01 | 1.79 |
Data as of 06/04/2026, Common starting date is 09/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCKTX (THE HARTFORD CHECKS AND BALANCES FUND CLASS R5) |
-1.42%
Apr 2021 – Apr 2024 |
2.71%
Sep 2018 – Sep 2023 |
5.08%
Oct 2013 – Oct 2023 |
7.16%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCKTX (THE HARTFORD CHECKS AND BALANCES FUND CLASS R5) |
18.71%
Feb 2009 – Feb 2012 |
17.12%
Feb 2009 – Feb 2014 |
11.82%
Feb 2009 – Feb 2019 |
9.59%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart