Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HDGCX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS C) | 4.69% | -3.98% | 6.04% | 7.83% | 7.28% | 9.45% | 7.31% | 6.98% |
Data as of 07/18/2025, AR inception is 09/24/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HDGCX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS C) | 09/24/1998 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.75 | -3.98 | 6.04 | 7.83 | 7.28 | 9.45 | 7.31 | 6.98 | 4.69 | 1.84 | 12.54 | -13.76 | 23.60 | 4.59 | 26.86 | -6.45 | 17.06 | 13.45 | -2.35 | 11.30 | 29.96 | 12.11 | 0.13 | 11.79 | 22.71 | -32.42 | 6.97 | 18.71 | 4.65 | 11.23 | 24.85 | -14.73 | -5.23 | 9.33 | 3.80 | 10.22 |
| Sharpe Ratio | NA | -0.41 | 0.18 | 0.37 | 0.33 | NA | NA | 0.30 | 0.32 | -0.36 | 0.73 | -0.76 | 1.79 | 0.12 | 2.22 | -0.50 | 2.40 | 0.99 | -0.15 | 1.02 | 2.78 | 0.99 | 0.00 | 0.68 | 0.82 | -0.84 | 0.26 | 1.60 | 0.24 | 1.02 | 1.61 | -0.69 | -0.51 | 0.32 | 0.04 | 2.55 |
| Standard Deviation(%) | NA | 17.53 | 15.12 | 15.48 | 17.46 | NA | NA | 18.01 | 18.00 | 13.24 | 11.52 | 20.12 | 13.18 | 35.03 | 11.44 | 15.46 | 6.89 | 13.45 | 15.66 | 11.02 | 10.77 | 12.30 | 22.70 | 17.25 | 27.48 | 39.53 | 15.25 | 9.70 | 10.14 | 10.04 | 14.98 | 22.81 | 15.19 | 16.44 | 14.03 | 15.88 |
| Draw Down(%) | NA | 21.32 | 21.32 | 21.32 | 35.04 | NA | NA | 51.61 | 13.71 | 13.71 | 9.39 | 19.42 | 6.07 | 35.04 | 5.98 | 17.86 | 3.58 | 9.73 | 12.98 | 8.09 | 5.01 | 9.94 | 19.92 | 14.75 | 27.04 | 45.20 | 9.09 | 8.17 | 7.14 | 6.08 | 14.66 | 31.07 | 18.52 | 11.64 | 11.86 | 5.34 |
| Yield(%) | 0.00 | 0.66 | 0.77 | 0.75 | 4.15 | 6.42 | 5.23 | 5.54 | 0.15 | 0.88 | 0.74 | 0.48 | 0.35 | 0.74 | 4.51 | 10.08 | 11.76 | 4.56 | 9.01 | 10.28 | 8.89 | 2.91 | 0.81 | 0.70 | 0.95 | 0.88 | 6.71 | 7.75 | 4.60 | 1.58 | 0.28 | 0.11 | 1.82 | 5.60 | 2.61 | 0.68 |
Data as of 07/18/2025, AR inception is 09/24/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDGCX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS C) |
-11.97%
Feb 2006 - Feb 2009 |
-4.35%
Feb 2004 - Feb 2009 |
-0.42%
Feb 1999 - Feb 2009 |
5.14%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDGCX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS C) |
21.62%
Feb 2009 - Feb 2012 |
19.80%
Feb 2009 - Feb 2014 |
13.79%
Feb 2009 - Feb 2019 |
11.89%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart