Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HEOIX (HARTFORD ENVIRONMENTAL OPPORTUNITIES FUND CLASS I) | 11.29% | 12.50% | 11.70% | 12.14% | NA | NA | NA | 11.52% |
Data as of 07/01/2025, AR inception is 03/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEOIX (HARTFORD ENVIRONMENTAL OPPORTUNITIES FUND CLASS I) | 03/02/2016 | 07/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.92 | 12.50 | 11.70 | 12.14 | NA | NA | NA | 11.52 | 11.29 | 6.68 | 11.41 | -18.37 | 14.62 | 41.38 | 33.79 | -17.88 | 21.88 | 13.86 |
| Sharpe Ratio | NA | 0.41 | 0.43 | 0.62 | NA | NA | NA | 0.54 | 0.97 | 0.22 | 0.54 | -0.87 | 1.07 | 1.24 | 2.64 | -1.43 | 3.04 | 1.30 |
| Standard Deviation(%) | NA | 18.43 | 17.50 | 17.19 | NA | NA | NA | 17.78 | 21.33 | 14.11 | 14.54 | 22.91 | 13.66 | 32.88 | 12.26 | 13.51 | 7.02 | 12.69 |
| Draw Down(%) | NA | 17.15 | 17.64 | 28.50 | NA | NA | NA | 34.70 | 16.13 | 9.04 | 17.64 | 27.60 | 7.41 | 34.70 | 6.97 | 23.62 | 2.34 | 7.30 |
| Yield(%) | 0.00 | 2.69 | 1.72 | 3.32 | 5.27 | 3.51 | 2.63 | 5.85 | 0.00 | 2.88 | 0.75 | 0.86 | 5.96 | 1.94 | 3.66 | 13.32 | 10.59 | 3.41 |
Data as of 07/01/2025, AR inception is 03/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEOIX (HARTFORD ENVIRONMENTAL OPPORTUNITIES FUND CLASS I) |
-1.00%
Dec 2021 - Dec 2024 |
5.99%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEOIX (HARTFORD ENVIRONMENTAL OPPORTUNITIES FUND CLASS I) |
29.42%
Dec 2018 - Dec 2021 |
16.94%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart