Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HFMSX (THE HARTFORD MIDCAP FUND CLASS R4) | 3.30% | 8.54% | 8.24% | 1.60% | 5.41% | 9.02% | NA | 9.77% |
Data as of 07/18/2025, AR inception is 06/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HFMSX (THE HARTFORD MIDCAP FUND CLASS R4) | 06/04/2009 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.19 | 8.54 | 8.24 | 1.60 | 5.41 | 9.02 | NA | 9.77 | 3.30 | 0.91 | 12.17 | -29.80 | -0.93 | 13.15 | 32.23 | -7.90 | 23.98 | 11.39 | 1.21 | 10.55 | 39.02 | 18.90 | -8.37 | 23.10 | 19.19 |
| Sharpe Ratio | NA | 0.22 | 0.22 | -0.02 | 0.18 | NA | NA | 0.43 | 0.11 | -0.33 | 0.45 | -1.06 | -0.05 | 0.33 | 2.04 | -0.51 | 2.41 | 0.68 | 0.08 | 0.74 | 2.94 | 1.25 | -0.30 | 1.16 | 1.93 |
| Standard Deviation(%) | NA | 24.74 | 21.78 | 22.36 | 21.98 | NA | NA | 20.70 | 29.31 | 16.97 | 17.69 | 29.39 | 19.44 | 38.46 | 15.12 | 18.31 | 9.73 | 16.56 | 15.58 | 14.15 | 13.27 | 15.25 | 28.16 | 19.84 | 18.30 |
| Draw Down(%) | NA | 26.83 | 26.83 | 39.50 | 39.50 | NA | NA | 39.50 | 25.24 | 12.94 | 16.46 | 31.26 | 15.44 | 37.99 | 8.27 | 24.52 | 4.78 | 13.82 | 11.11 | 11.79 | 6.65 | 11.27 | 28.63 | 14.99 | 7.44 |
| Yield(%) | 0.00 | 5.21 | 4.98 | 2.60 | 4.55 | 7.48 | 6.81 | 8.52 | 0.00 | 5.30 | 2.11 | 5.57 | 0.23 | 0.00 | 5.73 | 9.77 | 4.83 | 2.97 | 6.82 | 9.62 | 9.06 | 6.59 | 10.33 | 0.00 | 0.00 |
Data as of 07/18/2025, AR inception is 06/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFMSX (THE HARTFORD MIDCAP FUND CLASS R4) |
-8.10%
Nov 2020 - Nov 2023 |
-1.26%
Sep 2018 - Sep 2023 |
4.13%
Mar 2015 - Mar 2025 |
7.50%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HFMSX (THE HARTFORD MIDCAP FUND CLASS R4) |
24.78%
Sep 2011 - Sep 2014 |
17.88%
Aug 2009 - Aug 2014 |
15.12%
Sep 2011 - Sep 2021 |
9.85%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart