Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCVTX (THE HARTFORD CONSERVATIVE ALLOCATION FUND CLASS R5) | 3.28% | 11.07% | 9.69% | 3.16% | 5.07% | 3.94% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCVTX (THE HARTFORD CONSERVATIVE ALLOCATION FUND CLASS R5) | 12/27/2006 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.29 | 11.07 | 9.69 | 3.16 | 5.07 | 3.94 | NA | … | … | 3.28 | 11.84 | 5.33 | 10.03 | -13.64 | 2.51 | 8.91 | 14.13 | -3.41 | 10.44 | 4.40 | -3.01 | -0.01 | 1.37 | 9.75 | 2.05 | 10.81 | 26.05 | -22.97 | 6.98 | -0.27 |
| Sharpe Ratio | NA | 1.94 | 1.16 | 0.14 | 0.53 | NA | NA | … | … | 1.39 | 1.38 | -0.20 | 0.95 | -1.54 | 0.41 | 0.76 | 3.17 | -0.88 | 3.38 | 0.70 | -0.60 | -0.01 | 0.29 | 2.11 | 0.21 | 1.45 | 2.36 | -1.59 | 0.64 | -31.77 |
| Standard Deviation(%) | NA | 5.43 | 6.23 | 7.07 | 6.82 | NA | NA | … | … | 6.62 | 6.63 | 6.30 | 6.13 | 9.82 | 6.03 | 11.39 | 4.02 | 5.41 | 2.91 | 6.03 | 5.05 | 3.57 | 4.57 | 4.64 | 9.43 | 7.37 | 11.01 | 14.96 | 6.30 | 1.03 |
| Draw Down(%) | NA | 4.60 | 6.34 | 20.76 | 20.76 | NA | NA | … | … | 4.60 | 6.34 | 5.23 | 6.31 | 17.77 | 5.19 | 17.17 | 1.94 | 7.74 | 1.09 | 5.35 | 7.24 | 5.38 | 6.33 | 4.10 | 8.95 | 6.05 | 10.51 | 29.66 | 4.45 | 0.27 |
| Yield(%) | 0.00 | 3.63 | 3.43 | 2.52 | 2.96 | 3.05 | 3.11 | … | … | 0.00 | 3.76 | 3.15 | 3.10 | 2.06 | 2.00 | 1.98 | 3.06 | 3.26 | 3.58 | 1.80 | 1.67 | 6.18 | 3.96 | 5.93 | 2.68 | 2.76 | 3.12 | 3.38 | 7.73 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCVTX (THE HARTFORD CONSERVATIVE ALLOCATION FUND CLASS R5) |
-1.75%
Apr 2021 – Apr 2024 |
0.78%
Feb 2011 – Feb 2016 |
1.62%
Sep 2012 – Sep 2022 |
2.24%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCVTX (THE HARTFORD CONSERVATIVE ALLOCATION FUND CLASS R5) |
16.90%
Feb 2009 – Feb 2012 |
11.29%
Feb 2009 – Feb 2014 |
6.75%
Feb 2009 – Feb 2019 |
5.51%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart