Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HCVRX (THE HARTFORD CONSERVATIVE ALLOCATION FUND CLASS R3) | 5.23% | 7.51% | 7.16% | 3.18% | 3.41% | 3.61% | NA | 3.13% |
Data as of 07/18/2025, AR inception is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCVRX (THE HARTFORD CONSERVATIVE ALLOCATION FUND CLASS R3) | 12/27/2006 | 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 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 7.51 | 7.16 | 3.18 | 3.41 | 3.61 | NA | 3.13 | 5.23 | 5.42 | 9.24 | -14.13 | 1.89 | 8.35 | 13.40 | -4.03 | 9.74 | 3.81 | -3.55 | -0.59 | 0.77 | 8.98 | 1.46 | 10.10 | 25.21 | -23.53 | 6.30 | -0.27 |
| Sharpe Ratio | NA | 0.62 | 0.54 | 0.16 | 0.29 | NA | NA | 0.27 | 0.87 | -0.19 | 0.81 | -1.60 | 0.31 | 0.72 | 2.96 | -0.99 | 3.02 | 0.60 | -0.71 | -0.17 | 0.16 | 1.95 | 0.15 | 1.35 | 2.28 | -1.62 | 0.52 | -31.77 |
| Standard Deviation(%) | NA | 6.98 | 7.09 | 7.05 | 6.84 | NA | NA | 7.60 | 7.90 | 6.06 | 6.18 | 9.72 | 6.02 | 11.28 | 4.05 | 5.40 | 3.03 | 6.04 | 5.04 | 3.61 | 4.53 | 4.61 | 9.43 | 7.41 | 11.04 | 15.09 | 6.33 | 1.03 |
| Draw Down(%) | NA | 6.34 | 9.74 | 21.23 | 21.23 | NA | NA | 31.49 | 6.34 | 4.65 | 6.51 | 18.17 | 5.29 | 17.24 | 2.04 | 8.22 | 0.99 | 5.46 | 7.43 | 5.57 | 6.42 | 4.09 | 9.10 | 6.14 | 10.57 | 29.94 | 4.46 | 0.27 |
| Yield(%) | 0.00 | 2.35 | 2.25 | 1.81 | 1.99 | 2.64 | 2.38 | 2.65 | 0.00 | 2.50 | 2.44 | 1.54 | 1.38 | 1.33 | 2.23 | 2.47 | 2.88 | 1.20 | 1.52 | 5.67 | 3.36 | 5.31 | 2.11 | 2.22 | 2.48 | 2.24 | 7.15 | 0.00 |
Data as of 07/18/2025, AR inception is 12/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCVRX (THE HARTFORD CONSERVATIVE ALLOCATION FUND CLASS R3) |
-2.34%
Apr 2021 - Apr 2024 |
0.17%
Feb 2011 - Feb 2016 |
1.01%
Sep 2012 - Sep 2022 |
1.61%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCVRX (THE HARTFORD CONSERVATIVE ALLOCATION FUND CLASS R3) |
16.13%
Feb 2009 - Feb 2012 |
10.60%
Feb 2009 - Feb 2014 |
6.11%
Feb 2009 - Feb 2019 |
4.87%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart