Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HMDCX (THE HARTFORD MIDCAP FUND CLASS C) | 3.20% | 6.98% | 6.02% | -3.04% | 2.72% | 6.65% | 5.71% | 7.18% |
Data as of 07/23/2025, AR inception is 07/19/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMDCX (THE HARTFORD MIDCAP FUND CLASS C) | 07/19/1999 | 07/23/2025 |
| 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.03 | 6.98 | 6.02 | -3.04 | 2.72 | 6.65 | 5.71 | 7.18 | 3.20 | -1.13 | 8.28 | -36.62 | -11.54 | 3.48 | 31.31 | -8.78 | 23.13 | 10.60 | 0.41 | 9.73 | 37.98 | 18.03 | -9.12 | 22.18 | 29.03 | -36.27 | 13.77 | 10.43 | 15.69 | 15.15 | 35.06 | -15.55 | -5.39 | 23.73 | 19.75 |
| Sharpe Ratio | NA | 0.18 | 0.19 | -0.20 | 0.05 | NA | NA | 0.26 | 0.08 | -0.45 | 0.22 | -1.17 | -0.44 | 0.08 | 1.98 | -0.55 | 2.32 | 0.63 | 0.02 | 0.69 | 2.86 | 1.19 | -0.33 | 1.12 | 1.07 | -0.97 | 0.66 | 0.55 | 1.11 | 1.08 | 2.08 | -0.69 | -0.34 | 0.68 | 2.23 |
| Standard Deviation(%) | NA | 24.76 | 21.81 | 24.68 | 23.19 | NA | NA | 22.04 | 29.34 | 17.24 | 18.16 | 32.58 | 26.45 | 41.18 | 15.10 | 18.30 | 9.74 | 16.58 | 15.62 | 14.14 | 13.29 | 15.24 | 28.13 | 19.79 | 27.13 | 38.14 | 16.51 | 13.12 | 12.17 | 13.11 | 16.50 | 24.24 | 23.17 | 28.98 | 19.96 |
| Draw Down(%) | NA | 27.01 | 27.01 | 47.28 | 47.28 | NA | NA | 51.65 | 25.32 | 14.04 | 16.93 | 37.96 | 23.91 | 38.06 | 8.40 | 24.86 | 4.86 | 13.89 | 11.20 | 11.94 | 6.75 | 11.41 | 28.85 | 15.14 | 22.44 | 50.03 | 12.21 | 13.42 | 8.24 | 11.42 | 11.77 | 31.55 | 27.07 | 18.68 | 10.61 |
| Yield(%) | 0.00 | 12.85 | 10.34 | 4.48 | 6.52 | 8.91 | 6.85 | 9.69 | 0.00 | 13.16 | 5.05 | 12.04 | 0.10 | 0.00 | 9.74 | 15.35 | 7.36 | 4.44 | 9.79 | 13.21 | 12.04 | 8.52 | 12.82 | 0.00 | 0.00 | 0.00 | 19.45 | 17.84 | 19.36 | 2.32 | 0.00 | 0.00 | 0.11 | 15.14 | 3.68 |
Data as of 07/23/2025, AR inception is 07/19/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMDCX (THE HARTFORD MIDCAP FUND CLASS C) |
-14.26%
Nov 2020 - Nov 2023 |
-5.58%
Sep 2018 - Sep 2023 |
1.45%
Mar 2015 - Mar 2025 |
3.39%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMDCX (THE HARTFORD MIDCAP FUND CLASS C) |
25.29%
Mar 2003 - Mar 2006 |
22.88%
Feb 2009 - Feb 2014 |
15.69%
Feb 2009 - Feb 2019 |
11.87%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart