Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HDGIX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS I) | 9.28% | 24.74% | 16.47% | 8.69% | 11.53% | 11.35% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HDGIX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS I) | 09/05/2006 | 06/04/2026 |
| 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 (%) | 0.76 | 24.74 | 16.47 | 8.69 | 11.53 | 11.35 | NA | … | … | 9.28 | 17.16 | 12.44 | 14.07 | -12.69 | 25.13 | 5.77 | 28.16 | -5.49 | 18.21 | 14.51 | -1.38 | 12.37 | 31.15 | 13.27 | 1.15 | 12.96 | 24.02 | -31.69 | 8.15 | 8.63 |
| Sharpe Ratio | NA | 2.12 | 1.13 | 0.45 | 0.59 | NA | NA | … | … | 1.81 | 0.96 | 0.91 | 0.91 | -0.71 | 1.91 | 0.16 | 2.33 | -0.45 | 2.55 | 1.06 | -0.09 | 1.12 | 2.89 | 1.08 | 0.05 | 0.75 | 0.87 | -0.82 | 0.33 | 3.68 |
| Standard Deviation(%) | NA | 10.70 | 12.03 | 14.18 | 16.75 | NA | NA | … | … | 11.95 | 14.88 | 9.73 | 11.54 | 20.07 | 13.11 | 35.03 | 11.46 | 15.47 | 6.92 | 13.43 | 15.64 | 11.00 | 10.78 | 12.29 | 22.73 | 17.26 | 27.57 | 39.61 | 15.27 | 7.04 |
| Draw Down(%) | NA | 8.01 | 13.69 | 19.65 | 34.98 | NA | NA | … | … | 8.01 | 13.60 | 5.62 | 9.17 | 18.81 | 5.77 | 34.98 | 5.90 | 17.60 | 3.46 | 9.63 | 12.76 | 8.00 | 4.92 | 9.73 | 19.60 | 14.56 | 26.90 | 44.67 | 9.04 | 1.75 |
| Yield(%) | 0.00 | 13.07 | 9.63 | 5.94 | 7.87 | 9.09 | 7.44 | … | … | 0.32 | 13.45 | 11.25 | 2.11 | 1.35 | 1.52 | 1.68 | 5.53 | 10.84 | 12.42 | 5.41 | 9.72 | 11.04 | 9.77 | 3.90 | 1.80 | 1.70 | 2.03 | 1.81 | 7.77 | 7.03 |
Data as of 06/04/2026, Common starting date is 09/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDGIX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS I) |
-7.92%
Jun 2007 – Jun 2010 |
-0.49%
May 2007 – May 2012 |
6.61%
May 2007 – May 2017 |
6.98%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDGIX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS I) |
22.91%
Feb 2009 – Feb 2012 |
21.03%
Feb 2009 – Feb 2014 |
14.93%
Feb 2009 – Feb 2019 |
13.08%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart