Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HCVIX (THE HARTFORD CONSERVATIVE ALLOCATION FUND CLASS I) | 6.05% | 8.70% | 7.38% | 3.82% | 4.07% | 4.17% | NA | 4.06% |
Data as of 07/22/2025, AR inception is 09/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCVIX (THE HARTFORD CONSERVATIVE ALLOCATION FUND CLASS I) | 09/05/2006 | 07/22/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.86 | 8.70 | 7.38 | 3.82 | 4.07 | 4.17 | NA | 4.06 | 6.05 | 5.42 | 9.90 | -13.56 | 2.51 | 8.92 | 14.05 | -3.50 | 10.40 | 4.32 | -3.03 | -0.01 | 1.39 | 9.71 | 2.08 | 11.29 | 26.07 | -22.94 | 7.04 | 3.78 |
| Sharpe Ratio | NA | 0.72 | 0.63 | 0.25 | 0.37 | NA | NA | 0.37 | 0.96 | -0.19 | 0.91 | -1.54 | 0.42 | 0.77 | 3.09 | -0.89 | 3.32 | 0.69 | -0.61 | -0.01 | 0.30 | 2.10 | 0.22 | 1.51 | 2.36 | -1.59 | 0.64 | 2.44 |
| Standard Deviation(%) | NA | 6.92 | 7.09 | 7.04 | 6.82 | NA | NA | 7.53 | 7.85 | 6.25 | 6.23 | 9.75 | 5.97 | 11.24 | 4.09 | 5.42 | 2.95 | 5.97 | 5.03 | 3.59 | 4.54 | 4.63 | 9.41 | 7.42 | 11.01 | 14.95 | 6.40 | 3.64 |
| Draw Down(%) | NA | 6.24 | 9.62 | 20.71 | 20.71 | NA | NA | 30.90 | 6.24 | 5.22 | 6.31 | 17.70 | 5.20 | 17.12 | 1.95 | 7.84 | 0.99 | 5.36 | 7.25 | 5.39 | 6.34 | 4.02 | 8.86 | 5.69 | 10.53 | 29.69 | 4.46 | 1.00 |
| Yield(%) | 0.00 | 2.96 | 2.77 | 2.33 | 2.57 | 3.19 | 3.12 | 3.47 | 0.00 | 3.15 | 2.98 | 1.98 | 1.91 | 1.87 | 3.06 | 3.18 | 3.53 | 1.70 | 1.67 | 6.20 | 3.98 | 5.99 | 2.72 | 3.20 | 3.11 | 3.37 | 7.87 | 4.11 |
Data as of 07/22/2025, AR inception is 09/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCVIX (THE HARTFORD CONSERVATIVE ALLOCATION FUND CLASS I) |
-1.73%
Feb 2013 - Feb 2016 |
0.79%
Feb 2011 - Feb 2016 |
1.60%
Sep 2012 - Sep 2022 |
2.26%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCVIX (THE HARTFORD CONSERVATIVE ALLOCATION FUND CLASS I) |
17.06%
Feb 2009 - Feb 2012 |
11.39%
Feb 2009 - Feb 2014 |
6.78%
Feb 2009 - Feb 2019 |
5.52%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart