Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HMVBX (THE HARTFORD MIDCAP VALUE FUND CLASS B) | NA | 13.00% | 5.68% | 11.15% | 5.53% | 9.93% | NA | 7.82% |
Data as of 09/25/2017, AR inception is 05/03/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMVBX (THE HARTFORD MIDCAP VALUE FUND CLASS B) | 05/03/2001 | 09/25/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.00 | 5.68 | 11.15 | 5.53 | 9.93 | NA | 7.82 | 5.00 | 11.40 | -2.52 | 6.73 | 32.80 | 23.26 | -9.83 | 23.18 | 42.83 | -40.78 | 0.99 | 16.16 | 8.77 | 14.74 | 41.58 | -14.16 | 0.20 |
| Sharpe Ratio | NA | 1.04 | 0.36 | 0.78 | 0.23 | NA | NA | 0.33 | 0.59 | 0.66 | -0.17 | 0.51 | 2.53 | 1.54 | -0.35 | 1.07 | 1.27 | -1.00 | -0.12 | 1.07 | 0.57 | 1.08 | 2.58 | -0.67 | -0.08 |
| Standard Deviation(%) | NA | 11.05 | 15.08 | 14.17 | 23.45 | NA | NA | 20.77 | 10.68 | 16.97 | 15.36 | 13.11 | 12.95 | 15.16 | 27.87 | 21.54 | 33.64 | 41.42 | 16.41 | 12.09 | 11.61 | 12.82 | 15.87 | 22.84 | 19.59 |
| Draw Down(%) | NA | 6.29 | 23.12 | 23.12 | 61.75 | NA | NA | 63.34 | 6.29 | 15.24 | 14.61 | 12.14 | 5.72 | 12.63 | 29.31 | 18.61 | 30.08 | 55.71 | 18.42 | 12.08 | 9.32 | 9.52 | 14.33 | 33.77 | 25.74 |
| Yield(%) | 0.00 | 8.45 | 9.16 | 9.82 | 5.81 | 10.24 | 6.20 | 7.75 | 0.00 | 8.89 | 8.44 | 13.41 | 12.77 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 19.75 | 15.12 | 10.51 | 8.08 | 0.00 | 0.00 | 0.00 |
Data as of 09/25/2017, AR inception is 05/03/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMVBX (THE HARTFORD MIDCAP VALUE FUND CLASS B) |
-18.95%
Feb 2006 - Feb 2009 |
-7.38%
Feb 2004 - Feb 2009 |
4.49%
May 2007 - May 2017 |
7.19%
Jun 2001 - Jun 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMVBX (THE HARTFORD MIDCAP VALUE FUND CLASS B) |
30.43%
Feb 2009 - Feb 2012 |
27.05%
Feb 2009 - Feb 2014 |
10.96%
Mar 2003 - Mar 2013 |
9.11%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart