Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMVAX (Hartford Mid Cap Value Fund Class) | 11.95% | 20.49% | 13.50% | 4.55% | 7.41% | 8.13% | 7.16% | … | … |
Data as of 06/03/2026, Common starting date is 05/03/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMVAX (Hartford Mid Cap Value Fund Class) | 05/03/2001 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.11 | 20.49 | 13.50 | 4.55 | 7.41 | 8.13 | 7.16 | … | … | 11.95 | 4.30 | 10.89 | 15.92 | -16.86 | 19.11 | 0.15 | 30.33 | -14.96 | 13.05 | 12.29 | -1.83 | 7.37 | 33.83 | 24.15 | -9.09 | 24.26 | 43.63 | -40.46 | 1.79 | 17.04 | 9.61 | 15.54 | 42.49 | -13.49 | 0.61 |
| Sharpe Ratio | NA | 1.24 | 0.64 | 0.10 | 0.27 | NA | NA | … | … | 1.74 | 0.08 | 0.51 | 0.74 | -0.72 | 1.04 | 0.00 | 2.13 | -1.04 | 1.25 | 0.71 | -0.12 | 0.56 | 2.62 | 1.61 | -0.33 | 1.13 | 1.30 | -1.00 | -0.08 | 1.13 | 0.63 | 1.13 | 2.64 | -0.64 | -0.06 |
| Standard Deviation(%) | NA | 14.40 | 16.27 | 18.86 | 21.10 | NA | NA | … | … | 15.69 | 18.79 | 14.19 | 16.70 | 25.47 | 18.29 | 43.17 | 13.55 | 15.79 | 9.94 | 16.95 | 15.45 | 13.13 | 12.90 | 15.13 | 27.83 | 21.37 | 33.61 | 41.36 | 16.34 | 12.10 | 11.63 | 12.86 | 15.83 | 22.94 | 19.53 |
| Draw Down(%) | NA | 8.76 | 21.87 | 23.79 | 44.51 | NA | NA | … | … | 8.76 | 19.88 | 8.79 | 14.23 | 20.80 | 11.91 | 44.51 | 7.44 | 23.37 | 6.15 | 15.16 | 14.32 | 11.95 | 5.64 | 12.53 | 29.03 | 18.48 | 29.93 | 55.53 | 18.21 | 12.00 | 9.27 | 9.48 | 14.17 | 33.64 | 25.55 |
| Yield(%) | 0.00 | 4.85 | 8.83 | 4.57 | 5.44 | 6.81 | 6.10 | … | … | 0.00 | 4.72 | 13.55 | 7.62 | 0.27 | 0.05 | 0.28 | 3.68 | 10.32 | 2.72 | 7.65 | 7.51 | 12.18 | 11.67 | 1.24 | 0.41 | 0.00 | 0.12 | 0.20 | 18.74 | 14.55 | 10.22 | 7.93 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 05/03/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMVAX (Hartford Mid Cap Value Fund Class) |
-18.40%
Feb 2006 – Feb 2009 |
-6.75%
Feb 2004 – Feb 2009 |
4.38%
Apr 2015 – Apr 2025 |
5.11%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMVAX (Hartford Mid Cap Value Fund Class) |
31.41%
Feb 2009 – Feb 2012 |
28.05%
Feb 2009 – Feb 2014 |
15.85%
Feb 2009 – Feb 2019 |
12.37%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart