Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/13/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HIAGX (HARTFORD DISCIPLINED EQUITY HLS FUND IA) | -0.53% | 6.34% | 9.68% | 10.72% | 9.55% | 11.56% | 8.15% | 7.37% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HIAGX (HARTFORD DISCIPLINED EQUITY HLS FUND IA) | 12/30/1998 | 05/13/2025 |
The return data shown below all have the same latest date: 05/13/2025.
AR inception is since 12/30/1998.
AR inception is since 12/30/1998.
| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.80 | 6.34 | 9.68 | 10.72 | 9.55 | 11.56 | 8.15 | 7.37 | -0.53 | 19.60 | 20.47 | -23.48 | 20.56 | 9.25 | 34.09 | -2.04 | 21.90 | 5.69 | 6.53 | 16.13 | 34.60 | 15.79 | -0.08 | 12.61 | 23.76 | -43.79 | 6.89 | 11.22 | 5.32 | 7.38 | 28.08 | -24.79 | -12.03 | 11.02 | 31.25 | 3.78 |
| Sharpe Ratio | NA | -0.18 | 0.25 | 0.36 | 0.41 | NA | NA | 0.29 | -0.52 | 1.03 | 1.30 | -0.99 | 1.58 | 0.26 | 2.69 | -0.21 | 3.12 | 0.43 | 0.43 | 1.45 | 3.02 | 1.20 | 0.00 | 0.71 | 0.98 | -1.14 | 0.25 | 0.78 | 0.30 | 0.58 | 1.62 | -0.97 | -0.64 | 0.27 | 1.38 | NA |
| Standard Deviation(%) | NA | 18.19 | 18.04 | 18.04 | 18.28 | NA | NA | 19.51 | 25.02 | 12.59 | 12.55 | 25.28 | 12.99 | 34.62 | 12.16 | 16.30 | 6.86 | 12.88 | 15.11 | 11.14 | 11.46 | 13.18 | 23.87 | 17.53 | 24.06 | 39.27 | 15.49 | 10.28 | 10.68 | 11.12 | 16.89 | 26.67 | 22.60 | 26.05 | 20.29 | 0.00 |
| Draw Down(%) | NA | 17.85 | 20.49 | 29.84 | 33.87 | NA | NA | 57.31 | 17.14 | 8.36 | 9.45 | 29.05 | 5.60 | 33.87 | 5.94 | 18.27 | 2.85 | 10.40 | 10.71 | 7.14 | 5.38 | 9.81 | 19.37 | 15.43 | 22.35 | 53.42 | 10.26 | 8.48 | 6.93 | 9.22 | 14.99 | 36.13 | 30.00 | 17.53 | 12.32 | 0.00 |
| Yield(%) | 0.00 | 0.08 | 0.66 | 0.74 | 6.91 | 9.61 | 6.69 | 51.78 | 0.00 | 0.09 | 0.95 | 0.84 | 0.67 | 0.35 | 14.83 | 10.83 | 12.86 | 14.07 | 33.26 | 1.83 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.77 | 0.00 | 0.00 | 18.17 | 11.02 | 3.78 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIAGX (HARTFORD DISCIPLINED EQUITY HLS FUND IA) |
-17.62%
Feb 2006 - Feb 2009 |
-8.82%
Feb 2004 - Feb 2009 |
-3.51%
Aug 2000 - Aug 2010 |
3.00%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIAGX (HARTFORD DISCIPLINED EQUITY HLS FUND IA) |
22.25%
Sep 2011 - Sep 2014 |
21.12%
Feb 2009 - Feb 2014 |
16.07%
Feb 2009 - Feb 2019 |
13.84%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart