Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HIG-PG (The Hartford Financial Services Group Inc) | 3.08% | 6.02% | 4.32% | 3.67% | NA | NA | NA | 6.50% |
Data as of 07/22/2025, AR inception is 11/01/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HIG-PG (The Hartford Financial Services Group Inc) | 11/01/2018 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 6.02 | 4.32 | 3.67 | NA | NA | NA | 6.50 | 3.08 | 6.06 | 5.52 | -0.85 | -2.06 | 11.92 | 15.94 | 0.36 |
| Sharpe Ratio | NA | 0.47 | 0.11 | 0.15 | NA | NA | NA | 0.23 | 0.51 | -0.08 | 0.11 | -0.17 | -0.20 | 0.31 | 1.28 | 0.08 |
| Standard Deviation(%) | NA | 6.15 | 9.48 | 10.38 | NA | NA | NA | 17.50 | 5.67 | 6.33 | 11.62 | 13.45 | 10.17 | 37.76 | 11.37 | 10.20 |
| Draw Down(%) | NA | 3.68 | 9.13 | 10.27 | NA | NA | NA | 31.63 | 3.68 | 2.47 | 9.13 | 9.13 | 6.90 | 31.63 | 5.92 | 2.26 |
| Yield(%) | 0.00 | 6.00 | 5.69 | 5.38 | 4.01 | 2.67 | 2.00 | 6.68 | 2.96 | 6.00 | 5.95 | 5.59 | 5.24 | 6.35 | 6.08 | 0.00 |
Data as of 07/22/2025, AR inception is 11/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIG-PG (The Hartford Financial Services Group Inc) |
-0.39%
Oct 2020 - Oct 2023 |
3.70%
Jan 2020 - Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIG-PG (The Hartford Financial Services Group Inc) |
8.32%
Dec 2018 - Dec 2021 |
5.86%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart