Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HCPCX (HARTFORD CAPITAL APPRECIATION HLS FUND IC) | 5.43% | 13.83% | 14.87% | 11.98% | 10.15% | NA | NA | 10.10% |
Data as of 07/24/2025, AR inception is 05/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCPCX (HARTFORD CAPITAL APPRECIATION HLS FUND IC) | 05/02/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.12 | 13.83 | 14.87 | 11.98 | 10.15 | NA | NA | 10.10 | 5.43 | 20.66 | 19.39 | -16.16 | 14.27 | 21.34 | 30.53 | -7.48 | 21.50 | 4.97 | 0.31 | 5.64 |
| Sharpe Ratio | NA | 0.38 | 0.75 | 0.56 | 0.45 | NA | NA | 0.48 | 0.21 | 1.45 | 1.23 | -0.73 | 1.06 | 0.62 | 2.37 | -0.55 | 2.72 | 0.31 | 0.02 | 0.71 |
| Standard Deviation(%) | NA | 18.98 | 16.60 | 17.07 | 18.36 | NA | NA | 17.80 | 22.56 | 11.77 | 12.87 | 24.34 | 13.44 | 33.91 | 12.26 | 16.04 | 7.70 | 15.46 | 15.78 | 12.10 |
| Draw Down(%) | NA | 19.29 | 19.29 | 25.54 | 35.34 | NA | NA | 35.34 | 19.04 | 7.29 | 10.91 | 24.66 | 7.49 | 35.34 | 5.77 | 19.93 | 3.45 | 15.06 | 14.50 | 9.98 |
| Yield(%) | 0.00 | 4.63 | 7.17 | 8.05 | 8.41 | 6.28 | 4.71 | 8.56 | 0.00 | 5.20 | 2.33 | 11.94 | 9.85 | 8.21 | 14.40 | 10.78 | 6.93 | 10.49 | 20.04 | 15.30 |
Data as of 07/24/2025, AR inception is 05/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCPCX (HARTFORD CAPITAL APPRECIATION HLS FUND IC) |
3.08%
Mar 2017 - Mar 2020 |
3.60%
Mar 2015 - Mar 2020 |
8.67%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCPCX (HARTFORD CAPITAL APPRECIATION HLS FUND IC) |
21.86%
Dec 2018 - Dec 2021 |
16.05%
Oct 2016 - Oct 2021 |
10.51%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart