Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HEOYX (HARTFORD ENVIRONMENTAL OPPORTUNITIES FUND CLASS Y) | 13.06% | 13.05% | 12.94% | 11.80% | NA | NA | NA | 11.78% |
Data as of 07/03/2025, AR inception is 03/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEOYX (HARTFORD ENVIRONMENTAL OPPORTUNITIES FUND CLASS Y) | 03/02/2016 | 07/03/2025 |
| 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 (%) | 2.84 | 13.05 | 12.94 | 11.80 | NA | NA | NA | 11.78 | 13.06 | 6.75 | 11.49 | -18.30 | 14.78 | 41.34 | 33.95 | -17.85 | 21.87 | 13.89 |
| Sharpe Ratio | NA | 0.42 | 0.44 | 0.62 | NA | NA | NA | 0.54 | 0.97 | 0.22 | 0.54 | -0.87 | 1.08 | 1.25 | 2.67 | -1.42 | 3.04 | 1.31 |
| Standard Deviation(%) | NA | 18.50 | 17.51 | 17.20 | NA | NA | NA | 17.75 | 21.45 | 14.14 | 14.55 | 22.83 | 13.69 | 32.77 | 12.15 | 13.57 | 7.00 | 12.64 |
| Draw Down(%) | NA | 17.09 | 17.62 | 28.45 | NA | NA | NA | 34.68 | 16.12 | 9.07 | 17.62 | 27.55 | 7.41 | 34.68 | 6.97 | 23.68 | 2.28 | 7.38 |
| Yield(%) | 0.00 | 2.72 | 1.84 | 3.29 | 5.23 | 3.49 | 2.62 | 5.82 | 0.00 | 2.95 | 0.85 | 0.92 | 5.99 | 2.05 | 3.67 | 12.40 | 10.48 | 3.54 |
Data as of 07/03/2025, 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 |
|---|---|---|---|---|
| HEOYX (HARTFORD ENVIRONMENTAL OPPORTUNITIES FUND CLASS Y) |
-0.93%
Dec 2021 - Dec 2024 |
6.06%
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 |
|---|---|---|---|---|
| HEOYX (HARTFORD ENVIRONMENTAL OPPORTUNITIES FUND CLASS Y) |
29.53%
Dec 2018 - Dec 2021 |
17.00%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart