Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HMVFX (THE HARTFORD MIDCAP VALUE FUND CLASS F) | 2.53% | 5.46% | 10.48% | 13.75% | NA | NA | NA | 8.29% |
Data as of 07/22/2025, AR inception is 03/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMVFX (THE HARTFORD MIDCAP VALUE FUND CLASS F) | 03/01/2017 | 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 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.21 | 5.46 | 10.48 | 13.75 | NA | NA | NA | 8.29 | 2.53 | 11.36 | 16.33 | -7.71 | 28.56 | 0.61 | 31.74 | -14.63 | 6.08 |
| Sharpe Ratio | NA | 0.07 | 0.44 | 0.62 | NA | NA | NA | 0.28 | 0.01 | 0.55 | 0.77 | -0.38 | 1.68 | 0.01 | 2.23 | -1.01 | 0.68 |
| Standard Deviation(%) | NA | 19.30 | 18.32 | 19.07 | NA | NA | NA | 21.81 | 22.11 | 14.18 | 16.67 | 24.00 | 16.98 | 43.17 | 13.59 | 15.84 | 9.62 |
| Draw Down(%) | NA | 21.80 | 21.80 | 21.80 | NA | NA | NA | 44.50 | 19.86 | 8.80 | 14.08 | 20.01 | 7.70 | 44.50 | 7.38 | 23.27 | 6.72 |
| Yield(%) | 0.00 | 12.70 | 10.37 | 10.44 | 6.02 | 4.02 | 3.01 | 7.53 | 0.00 | 13.73 | 7.93 | 9.34 | 9.23 | 0.67 | 4.84 | 10.60 | 2.84 |
Data as of 07/22/2025, AR inception is 03/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMVFX (THE HARTFORD MIDCAP VALUE FUND CLASS F) |
-1.65%
Apr 2017 - Apr 2020 |
4.73%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMVFX (THE HARTFORD MIDCAP VALUE FUND CLASS F) |
21.63%
Mar 2020 - Mar 2023 |
16.72%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart