Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HDGSX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS R4) | 9.16% | 24.40% | 16.12% | 8.41% | 11.22% | 11.06% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HDGSX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS R4) | 12/27/2006 | 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 (%) | 0.78 | 24.40 | 16.12 | 8.41 | 11.22 | 11.06 | NA | … | … | 9.16 | 16.80 | 12.08 | 13.73 | -12.87 | 24.95 | 5.49 | 27.71 | -5.74 | 17.85 | 14.26 | -1.64 | 12.14 | 30.94 | 12.98 | 0.90 | 13.19 | 23.74 | -31.89 | 7.71 | -0.47 |
| Sharpe Ratio | NA | 2.09 | 1.10 | 0.43 | 0.57 | NA | NA | … | … | 1.77 | 0.94 | 0.87 | 0.88 | -0.72 | 1.91 | 0.15 | 2.29 | -0.46 | 2.50 | 1.04 | -0.11 | 1.10 | 2.87 | 1.06 | 0.04 | 0.76 | 0.86 | -0.83 | 0.30 | -15.18 |
| Standard Deviation(%) | NA | 10.70 | 12.04 | 14.17 | 16.74 | NA | NA | … | … | 11.95 | 14.89 | 9.75 | 11.55 | 20.05 | 13.06 | 35.00 | 11.45 | 15.45 | 6.90 | 13.44 | 15.65 | 11.01 | 10.78 | 12.29 | 22.76 | 17.30 | 27.54 | 39.63 | 15.21 | 3.17 |
| Draw Down(%) | NA | 8.03 | 13.78 | 19.79 | 35.01 | NA | NA | … | … | 8.03 | 13.63 | 5.63 | 9.21 | 19.03 | 5.66 | 35.01 | 5.93 | 17.68 | 3.52 | 9.65 | 12.80 | 8.04 | 4.92 | 9.78 | 19.69 | 14.61 | 26.98 | 44.84 | 9.08 | 0.47 |
| Yield(%) | 0.00 | 12.26 | 8.96 | 5.44 | 7.31 | 8.56 | 6.55 | … | … | 0.22 | 12.62 | 10.53 | 1.70 | 1.00 | 1.10 | 1.32 | 5.01 | 10.26 | 11.89 | 5.05 | 9.30 | 10.61 | 9.38 | 3.61 | 1.54 | 1.92 | 1.76 | 1.55 | 7.30 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| HDGSX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS R4) |
-8.03%
Jun 2007 – Jun 2010 |
-0.66%
May 2007 – May 2012 |
6.41%
May 2007 – May 2017 |
6.74%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDGSX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS R4) |
22.78%
Feb 2009 – Feb 2012 |
20.85%
Feb 2009 – Feb 2014 |
14.70%
Feb 2009 – Feb 2019 |
12.83%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
