Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HDGRX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS R3) | 5.01% | 4.51% | 9.82% | 10.35% | 8.76% | 10.63% | NA | 7.91% |
Data as of 07/17/2025, AR inception is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HDGRX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS R3) | 12/27/2006 | 07/17/2025 |
| 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 (%) | -1.03 | 4.51 | 9.82 | 10.35 | 8.76 | 10.63 | NA | 7.91 | 5.01 | 2.29 | 13.02 | -13.16 | 24.46 | 5.18 | 27.35 | -6.07 | 17.48 | 13.90 | -1.91 | 11.78 | 30.52 | 12.64 | 0.62 | 12.56 | 23.22 | -32.18 | 7.39 | -0.52 |
| Sharpe Ratio | NA | 0.27 | 0.44 | 0.61 | 0.44 | NA | NA | 0.35 | 0.44 | -0.33 | 0.77 | -0.73 | 1.87 | 0.14 | 2.27 | -0.48 | 2.45 | 1.02 | -0.12 | 1.07 | 2.83 | 1.03 | 0.03 | 0.72 | 0.84 | -0.83 | 0.29 | -13.87 |
| Standard Deviation(%) | NA | 15.06 | 14.23 | 14.92 | 17.22 | NA | NA | 19.17 | 18.22 | 12.85 | 11.53 | 20.06 | 13.10 | 35.03 | 11.44 | 15.45 | 6.91 | 13.45 | 15.67 | 11.00 | 10.75 | 12.29 | 22.74 | 17.27 | 27.52 | 39.60 | 15.19 | 3.70 |
| Draw Down(%) | NA | 13.86 | 15.08 | 20.01 | 35.03 | NA | NA | 51.31 | 13.67 | 13.15 | 9.31 | 19.18 | 5.73 | 35.03 | 5.98 | 17.76 | 3.54 | 9.70 | 12.90 | 8.04 | 4.95 | 9.84 | 19.78 | 14.65 | 26.96 | 45.06 | 9.09 | 0.52 |
| Yield(%) | 0.00 | 9.03 | 4.44 | 3.59 | 5.56 | 8.04 | 5.19 | 5.76 | 0.23 | 10.31 | 1.03 | 0.74 | 0.73 | 1.06 | 4.69 | 10.03 | 11.64 | 4.76 | 9.04 | 10.34 | 9.07 | 3.29 | 1.27 | 1.41 | 1.47 | 1.26 | 6.99 | 0.00 |
Data as of 07/17/2025, 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 |
|---|---|---|---|---|
| HDGRX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS R3) |
-8.48%
Jun 2007 - Jun 2010 |
-1.07%
May 2007 - May 2012 |
6.02%
May 2007 - May 2017 |
6.38%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDGRX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS R3) |
22.28%
Feb 2009 - Feb 2012 |
20.42%
Feb 2009 - Feb 2014 |
14.31%
Feb 2009 - Feb 2019 |
12.43%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart