Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HMVCX (THE HARTFORD MIDCAP VALUE FUND CLASS C) | 1.69% | -11.31% | -4.40% | 2.05% | 1.96% | 5.62% | 4.55% | 5.43% |
Data as of 07/25/2025, AR inception is 05/03/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMVCX (THE HARTFORD MIDCAP VALUE FUND CLASS C) | 05/03/2001 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.74 | -11.31 | -4.40 | 2.05 | 1.96 | 5.62 | 4.55 | 5.43 | 1.69 | -6.86 | 5.17 | -20.12 | 15.75 | -0.59 | 29.36 | -15.64 | 12.21 | 11.51 | -2.54 | 6.53 | 32.91 | 23.33 | -9.85 | 23.38 | 42.34 | -40.90 | 1.08 | 16.25 | 8.76 | 14.73 | 41.58 | -14.16 | 0.20 |
| Sharpe Ratio | NA | -0.57 | -0.35 | 0.00 | 0.02 | NA | NA | 0.19 | 0.00 | -0.62 | 0.05 | -0.81 | 0.82 | -0.02 | 2.05 | -1.08 | 1.17 | 0.67 | -0.17 | 0.49 | 2.55 | 1.56 | -0.35 | 1.08 | 1.25 | -1.01 | -0.12 | 1.08 | 0.56 | 1.07 | 2.58 | -0.66 | -0.08 |
| Standard Deviation(%) | NA | 25.38 | 22.22 | 21.78 | 22.34 | NA | NA | 21.78 | 21.91 | 21.71 | 18.56 | 26.77 | 19.11 | 43.03 | 13.64 | 15.82 | 9.96 | 16.96 | 15.44 | 13.18 | 12.89 | 15.05 | 27.86 | 21.51 | 33.67 | 41.34 | 16.40 | 12.12 | 11.78 | 12.83 | 15.85 | 22.95 | 19.58 |
| Draw Down(%) | NA | 34.16 | 34.16 | 39.78 | 44.50 | NA | NA | 63.37 | 20.07 | 22.93 | 14.34 | 23.78 | 13.73 | 44.50 | 7.51 | 23.56 | 6.23 | 15.22 | 14.54 | 12.08 | 5.68 | 12.65 | 29.30 | 18.64 | 29.97 | 55.79 | 18.40 | 12.15 | 9.39 | 9.59 | 14.33 | 33.86 | 25.74 |
| Yield(%) | 0.00 | 0.27 | 0.10 | 0.08 | 3.43 | 5.90 | 5.13 | 6.18 | 0.00 | 0.29 | 0.05 | 0.00 | 0.00 | 0.00 | 3.65 | 12.12 | 3.24 | 8.92 | 8.49 | 13.49 | 12.84 | 0.53 | 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 07/25/2025, 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 |
|---|---|---|---|---|
| HMVCX (THE HARTFORD MIDCAP VALUE FUND CLASS C) |
-19.01%
Feb 2006 - Feb 2009 |
-7.42%
Feb 2004 - Feb 2009 |
0.43%
Apr 2015 - Apr 2025 |
4.18%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMVCX (THE HARTFORD MIDCAP VALUE FUND CLASS C) |
30.39%
Feb 2009 - Feb 2012 |
27.09%
Feb 2009 - Feb 2014 |
14.98%
Feb 2009 - Feb 2019 |
10.47%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart