Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HCVCX (THE HARTFORD CONSERVATIVE ALLOCATION FUND CLASS C) | 5.17% | 7.26% | 6.19% | 2.71% | 2.95% | 3.16% | 3.01% | 3.23% |
Data as of 07/21/2025, AR inception is 06/02/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCVCX (THE HARTFORD CONSERVATIVE ALLOCATION FUND CLASS C) | 06/02/2004 | 07/21/2025 |
| 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 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 7.26 | 6.19 | 2.71 | 2.95 | 3.16 | 3.01 | 3.23 | 5.17 | 5.35 | 8.84 | -14.48 | 1.40 | 7.86 | 12.86 | -4.39 | 9.13 | 3.32 | -4.03 | -1.07 | 0.42 | 8.59 | 1.03 | 10.69 | 24.82 | -23.75 | 6.08 | 7.83 | 3.89 | 6.40 |
| Sharpe Ratio | NA | 0.56 | 0.47 | 0.10 | 0.21 | NA | NA | 0.28 | 0.81 | -0.21 | 0.76 | -1.62 | 0.23 | 0.67 | 2.79 | -1.05 | 2.89 | 0.52 | -0.80 | -0.31 | 0.09 | 1.84 | 0.11 | 1.42 | 2.25 | -1.62 | 0.49 | 0.90 | 0.38 | 2.19 |
| Standard Deviation(%) | NA | 6.92 | 7.08 | 7.06 | 6.87 | NA | NA | 7.33 | 7.87 | 5.89 | 6.09 | 9.85 | 6.01 | 11.37 | 4.11 | 5.45 | 2.95 | 6.04 | 5.06 | 3.55 | 4.56 | 4.67 | 9.46 | 7.49 | 10.98 | 15.13 | 6.32 | 5.09 | 4.51 | 4.60 |
| Draw Down(%) | NA | 6.45 | 9.72 | 21.51 | 21.51 | NA | NA | 31.83 | 6.45 | 4.25 | 6.56 | 18.36 | 5.34 | 17.18 | 2.06 | 8.70 | 1.11 | 5.43 | 7.70 | 5.79 | 6.45 | 4.19 | 9.33 | 6.19 | 10.76 | 30.14 | 4.54 | 4.87 | 3.14 | 2.57 |
| Yield(%) | 0.00 | 1.91 | 1.72 | 1.32 | 1.46 | 2.17 | 2.51 | 2.60 | 0.00 | 2.02 | 1.90 | 1.12 | 0.88 | 0.80 | 1.61 | 1.70 | 2.29 | 0.56 | 1.39 | 5.59 | 3.11 | 4.92 | 1.69 | 2.65 | 2.01 | 2.49 | 6.85 | 4.96 | 3.00 | 0.69 |
Data as of 07/21/2025, AR inception is 06/02/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCVCX (THE HARTFORD CONSERVATIVE ALLOCATION FUND CLASS C) |
-7.14%
Feb 2006 - Feb 2009 |
-0.25%
Feb 2011 - Feb 2016 |
0.56%
Sep 2012 - Sep 2022 |
1.26%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCVCX (THE HARTFORD CONSERVATIVE ALLOCATION FUND CLASS C) |
16.09%
Feb 2009 - Feb 2012 |
10.40%
Feb 2009 - Feb 2014 |
5.76%
Feb 2009 - Feb 2019 |
4.49%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart