Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HFLRX (THE HARTFORD FLOATING RATE FUND CLASS R3) | 1.31% | 5.18% | 7.04% | 4.82% | 3.53% | 3.84% | NA | 3.36% |
Data as of 07/24/2025, AR inception is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HFLRX (THE HARTFORD FLOATING RATE FUND CLASS R3) | 12/27/2006 | 07/24/2025 |
| 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 (%) | -0.13 | 5.18 | 7.04 | 4.82 | 3.53 | 3.84 | NA | 3.36 | 1.31 | 7.71 | 10.74 | -3.89 | 3.58 | 1.01 | 7.84 | -1.07 | 2.95 | 10.89 | -2.38 | -0.54 | 4.78 | 8.86 | 1.33 | 9.79 | 42.90 | -30.61 | 0.21 | 0.10 |
| Sharpe Ratio | NA | 0.76 | 1.45 | 1.04 | 0.51 | NA | NA | 0.59 | -0.13 | 0.45 | 2.15 | -1.40 | 2.95 | 0.07 | 2.82 | -1.23 | 1.63 | 4.45 | -1.15 | -0.26 | 3.16 | 4.67 | 0.35 | 3.79 | 10.81 | -4.88 | -1.25 | 8.87 |
| Standard Deviation(%) | NA | 2.82 | 2.92 | 2.81 | 4.06 | NA | NA | 3.82 | 2.91 | 2.50 | 3.04 | 3.78 | 1.21 | 10.41 | 2.28 | 1.94 | 1.43 | 2.40 | 2.08 | 2.17 | 1.50 | 1.90 | 3.70 | 2.56 | 3.96 | 6.44 | 2.23 | 1.11 |
| Draw Down(%) | NA | 3.36 | 3.97 | 7.67 | 22.36 | NA | NA | 33.59 | 3.36 | 1.01 | 2.47 | 7.67 | 0.71 | 22.36 | 0.94 | 4.58 | 1.17 | 2.73 | 5.81 | 3.99 | 1.49 | 1.86 | 6.63 | 3.29 | 2.18 | 31.89 | 4.30 | 0.00 |
| Yield(%) | 0.00 | 5.89 | 6.72 | 5.06 | 4.28 | 4.31 | 3.57 | 3.97 | 2.16 | 7.52 | 7.62 | 4.15 | 2.46 | 3.05 | 4.23 | 4.63 | 3.36 | 4.04 | 3.86 | 3.60 | 3.70 | 4.64 | 4.46 | 4.73 | 6.02 | 5.24 | 5.91 | 0.00 |
Data as of 07/24/2025, 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 |
|---|---|---|---|---|
| HFLRX (THE HARTFORD FLOATING RATE FUND CLASS R3) |
-2.22%
Mar 2017 - Mar 2020 |
0.11%
Mar 2015 - Mar 2020 |
2.07%
Sep 2012 - Sep 2022 |
2.33%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFLRX (THE HARTFORD FLOATING RATE FUND CLASS R3) |
16.71%
Dec 2008 - Dec 2011 |
12.64%
Dec 2008 - Dec 2013 |
7.12%
Dec 2008 - Dec 2018 |
5.98%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart