Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
HFMTX (THE HARTFORD MIDCAP FUND CLASS R5) | 4.77% | 11.61% | 7.39% | 1.95% | 6.18% | 9.15% | NA | 10.24% |
Data as of 07/25/2025, AR inception is 06/04/2009
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
HFMTX (THE HARTFORD MIDCAP FUND CLASS R5) | 06/04/2009 | 07/25/2025 |
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 (%) | 1.24 | 11.61 | 7.39 | 1.95 | 6.18 | 9.15 | NA | 10.24 | 4.77 | 1.48 | 12.60 | -29.32 | -0.18 | 13.92 | 32.65 | -7.65 | 24.36 | 11.75 | 1.51 | 10.89 | 39.40 | 19.24 | -8.06 | 23.46 | 19.44 |
Sharpe Ratio | NA | 0.34 | 0.19 | 0.01 | 0.21 | NA | NA | 0.45 | 0.19 | -0.30 | 0.48 | -1.05 | -0.01 | 0.36 | 2.07 | -0.49 | 2.45 | 0.70 | 0.09 | 0.77 | 2.97 | 1.27 | -0.29 | 1.18 | 1.95 |
Standard Deviation(%) | NA | 24.64 | 21.68 | 22.29 | 21.95 | NA | NA | 20.67 | 28.92 | 16.84 | 17.68 | 29.34 | 19.19 | 38.37 | 15.09 | 18.32 | 9.73 | 16.58 | 15.59 | 14.14 | 13.27 | 15.26 | 28.20 | 19.87 | 18.38 |
Draw Down(%) | NA | 26.77 | 26.77 | 39.06 | 39.06 | NA | NA | 39.06 | 25.22 | 12.67 | 16.28 | 31.06 | 15.04 | 37.98 | 8.21 | 24.45 | 4.71 | 13.80 | 11.10 | 11.70 | 6.65 | 11.20 | 28.54 | 14.95 | 7.38 |
Yield(%) | 0.00 | 4.97 | 4.54 | 2.53 | 4.63 | 7.19 | 6.90 | 8.62 | 0.00 | 5.01 | 2.00 | 5.31 | 0.53 | 0.00 | 5.56 | 9.54 | 4.73 | 2.92 | 6.74 | 9.54 | 9.02 | 6.94 | 10.57 | 0.00 | 0.00 |
Data as of 07/25/2025, 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 |
---|---|---|---|---|
HFMTX (THE HARTFORD MIDCAP FUND CLASS R5) |
-7.57%
Nov 2020 - Nov 2023 |
-0.80%
Sep 2018 - Sep 2023 |
4.53%
Mar 2015 - Mar 2025 |
7.88%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
HFMTX (THE HARTFORD MIDCAP FUND CLASS R5) |
25.18%
Sep 2011 - Sep 2014 |
18.23%
Aug 2009 - Aug 2014 |
15.52%
Sep 2011 - Sep 2021 |
10.24%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart