Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HIG (The Hartford Financial Services Group, Inc.) | -6.76% | 1.26% | 24.38% | 16.43% | 13.50% | 13.80% | 4.18% | … | … |
Data as of 06/04/2026, Common starting date is 12/15/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HIG (The Hartford Financial Services Group, Inc.) | 12/15/1995 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.80 | 1.26 | 24.38 | 16.43 | 13.50 | 13.80 | 4.18 | … | … | -6.76 | 28.09 | 38.54 | 8.52 | 12.33 | 44.24 | -16.98 | 39.71 | -19.24 | 20.25 | 11.81 | 6.13 | 17.13 | 64.16 | 41.01 | -37.51 | 14.90 | 43.74 | -79.81 | -4.53 | 10.82 | 25.81 | 19.49 | 33.01 | -26.33 | -9.63 | 51.89 | -13.67 | 17.30 | 38.61 | 39.53 | -2.76 |
| Sharpe Ratio | NA | -0.18 | 1.10 | 0.63 | 0.40 | NA | NA | … | … | -1.02 | 1.19 | 1.70 | 0.23 | 0.42 | 1.52 | -0.26 | 2.45 | -0.99 | 1.40 | 0.49 | 0.28 | 0.98 | 2.60 | 1.30 | -0.69 | 0.36 | 0.34 | -0.49 | -0.31 | 0.40 | 1.22 | 0.88 | 1.11 | -0.73 | -0.38 | 0.86 | -0.48 | 0.42 | 1.40 | 1.66 | -2.55 |
| Standard Deviation(%) | NA | 18.48 | 19.96 | 21.95 | 29.08 | NA | NA | … | … | 19.08 | 21.26 | 20.51 | 21.49 | 25.84 | 29.07 | 65.30 | 15.62 | 20.93 | 14.01 | 23.70 | 21.97 | 17.52 | 24.63 | 31.89 | 54.47 | 41.59 | 126.63 | 163.56 | 25.06 | 18.73 | 19.34 | 21.12 | 29.15 | 37.44 | 31.99 | 55.18 | 35.54 | 33.10 | 24.78 | 21.38 | 22.80 |
| Draw Down(%) | NA | 11.05 | 13.72 | 18.61 | 57.59 | NA | NA | … | … | 11.05 | 12.04 | 13.11 | 16.75 | 18.61 | 13.08 | 56.85 | 7.17 | 29.49 | 8.71 | 14.45 | 14.20 | 11.18 | 8.81 | 27.25 | 50.95 | 35.46 | 81.47 | 94.19 | 19.02 | 13.00 | 10.83 | 22.12 | 33.20 | 46.09 | 28.62 | 37.51 | 42.65 | 35.89 | 15.02 | 14.15 | 3.77 |
| Yield(%) | 0.47 | 1.81 | 2.95 | 2.84 | 3.38 | 4.81 | 1.34 | … | … | 0.88 | 1.98 | 2.37 | 2.32 | 2.27 | 2.97 | 2.13 | 2.76 | 1.99 | 1.97 | 2.01 | 1.87 | 1.86 | 2.11 | 2.38 | 1.44 | 0.84 | 1.17 | 2.25 | 2.16 | 1.93 | 1.70 | 1.92 | 2.32 | 1.68 | 1.50 | 2.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/15/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIG (The Hartford Financial Services Group, Inc.) |
-56.39%
Feb 2006 – Feb 2009 |
-35.95%
Feb 2004 – Feb 2009 |
-17.76%
Feb 1999 – Feb 2009 |
-4.57%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIG (The Hartford Financial Services Group, Inc.) |
52.05%
Feb 2009 – Feb 2012 |
44.05%
Feb 2009 – Feb 2014 |
25.34%
Feb 2009 – Feb 2019 |
22.49%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart