Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HCVSX (THE HARTFORD CONSERVATIVE ALLOCATION FUND CLASS R4) | 6.25% | 8.69% | 7.15% | 3.58% | 3.83% | 3.88% | NA | 3.51% |
Data as of 07/23/2025, AR inception is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCVSX (THE HARTFORD CONSERVATIVE ALLOCATION FUND CLASS R4) | 12/27/2006 | 07/23/2025 |
| 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 (%) | 0.95 | 8.69 | 7.15 | 3.58 | 3.83 | 3.88 | NA | 3.51 | 6.25 | 5.34 | 9.61 | -13.83 | 2.12 | 8.69 | 13.67 | -3.65 | 10.05 | 4.18 | -3.38 | -0.26 | 1.07 | 9.42 | 1.74 | 10.50 | 25.70 | -23.25 | 6.76 | -0.27 |
| Sharpe Ratio | NA | 0.67 | 0.58 | 0.21 | 0.33 | NA | NA | 0.31 | 0.91 | -0.20 | 0.86 | -1.56 | 0.35 | 0.74 | 2.98 | -0.93 | 3.30 | 0.66 | -0.69 | -0.08 | 0.23 | 2.02 | 0.18 | 1.40 | 2.33 | -1.60 | 0.60 | -31.77 |
| Standard Deviation(%) | NA | 7.00 | 7.15 | 7.10 | 6.87 | NA | NA | 7.61 | 7.99 | 6.18 | 6.30 | 9.80 | 5.98 | 11.34 | 4.12 | 5.37 | 2.87 | 6.03 | 4.95 | 3.53 | 4.59 | 4.67 | 9.42 | 7.44 | 10.98 | 15.09 | 6.35 | 1.03 |
| Draw Down(%) | NA | 6.35 | 9.65 | 20.92 | 20.92 | NA | NA | 31.16 | 6.35 | 4.99 | 6.33 | 17.88 | 5.21 | 17.18 | 2.04 | 8.03 | 0.99 | 5.36 | 7.43 | 5.45 | 6.43 | 4.11 | 9.01 | 6.13 | 10.53 | 29.73 | 4.54 | 0.27 |
| Yield(%) | 0.00 | 2.66 | 2.53 | 2.11 | 2.33 | 2.91 | 2.66 | 2.96 | 0.00 | 2.83 | 2.78 | 1.81 | 1.70 | 1.66 | 2.70 | 2.94 | 3.29 | 1.46 | 1.60 | 5.92 | 3.48 | 5.61 | 2.39 | 2.46 | 2.79 | 3.16 | 7.51 | 0.00 |
Data as of 07/23/2025, 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 |
|---|---|---|---|---|
| HCVSX (THE HARTFORD CONSERVATIVE ALLOCATION FUND CLASS R4) |
-2.05%
Oct 2020 - Oct 2023 |
0.48%
Feb 2011 - Feb 2016 |
1.32%
Sep 2012 - Sep 2022 |
1.94%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCVSX (THE HARTFORD CONSERVATIVE ALLOCATION FUND CLASS R4) |
16.54%
Feb 2009 - Feb 2012 |
10.94%
Feb 2009 - Feb 2014 |
6.45%
Feb 2009 - Feb 2019 |
5.19%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart