Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HDGTX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS R5) | 5.20% | -3.23% | 7.48% | 9.22% | 8.54% | 10.70% | NA | 8.10% |
Data as of 07/17/2025, AR inception is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HDGTX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS R5) | 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 (%) | -1.01 | -3.23 | 7.48 | 9.22 | 8.54 | 10.70 | NA | 8.10 | 5.20 | 3.62 | 13.71 | -12.60 | 25.34 | 5.82 | 28.13 | -5.46 | 18.22 | 14.60 | -1.33 | 12.44 | 31.35 | 13.33 | 1.19 | 13.11 | 24.02 | -31.69 | 8.04 | -0.47 |
| Sharpe Ratio | NA | -0.23 | 0.26 | 0.51 | 0.43 | NA | NA | 0.36 | 0.46 | -0.23 | 0.83 | -0.70 | 1.94 | 0.16 | 2.34 | -0.44 | 2.55 | 1.07 | -0.09 | 1.13 | 2.90 | 1.09 | 0.05 | 0.75 | 0.87 | -0.82 | 0.33 | -15.18 |
| Standard Deviation(%) | NA | 17.13 | 14.98 | 15.35 | 17.40 | NA | NA | 19.27 | 18.18 | 12.72 | 11.52 | 20.05 | 13.07 | 35.01 | 11.43 | 15.46 | 6.93 | 13.42 | 15.62 | 10.99 | 10.79 | 12.27 | 22.74 | 17.31 | 27.56 | 39.64 | 15.19 | 3.17 |
| Draw Down(%) | NA | 20.47 | 20.47 | 20.47 | 34.99 | NA | NA | 50.82 | 13.60 | 13.03 | 9.14 | 18.84 | 5.63 | 34.99 | 5.90 | 17.60 | 3.47 | 9.62 | 12.73 | 8.01 | 4.91 | 9.70 | 19.58 | 14.57 | 26.89 | 44.70 | 9.04 | 0.47 |
| Yield(%) | 0.00 | 1.27 | 1.65 | 1.85 | 4.99 | 7.72 | 5.10 | 5.66 | 0.37 | 1.79 | 1.66 | 1.27 | 1.44 | 1.61 | 5.35 | 10.52 | 12.17 | 5.32 | 9.57 | 10.90 | 9.69 | 3.90 | 1.82 | 1.79 | 2.03 | 1.76 | 7.53 | 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 |
|---|---|---|---|---|
| HDGTX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS R5) |
-7.89%
Jun 2007 - Jun 2010 |
-0.45%
May 2007 - May 2012 |
6.67%
May 2007 - May 2017 |
7.03%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDGTX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS R5) |
22.99%
Feb 2009 - Feb 2012 |
21.11%
Feb 2009 - Feb 2014 |
14.99%
Feb 2009 - Feb 2019 |
13.12%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart