Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMVJX (THE HARTFORD MIDCAP VALUE FUND CLASS I) | 12.90% | 22.24% | 14.10% | 4.99% | 7.71% | 8.64% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMVJX (THE HARTFORD MIDCAP VALUE FUND CLASS I) | 06/01/2010 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.31 | 22.24 | 14.10 | 4.99 | 7.71 | 8.64 | NA | … | … | 12.90 | 4.64 | 11.18 | 16.21 | -16.43 | 19.54 | 0.50 | 30.80 | -14.67 | 13.19 | 12.56 | -1.47 | 7.75 | 34.29 | 24.61 | -8.84 | 23.74 |
| Sharpe Ratio | NA | 1.26 | 0.67 | 0.12 | 0.29 | NA | NA | … | … | 1.77 | 0.09 | 0.53 | 0.76 | -0.70 | 1.07 | 0.01 | 2.16 | -1.02 | 1.27 | 0.73 | -0.10 | 0.59 | 2.66 | 1.64 | -0.32 | 2.14 |
| Standard Deviation(%) | NA | 14.45 | 16.29 | 18.84 | 21.09 | NA | NA | … | … | 15.71 | 18.81 | 14.21 | 16.68 | 25.42 | 18.24 | 43.15 | 13.58 | 15.84 | 9.92 | 16.90 | 15.41 | 13.13 | 12.88 | 15.13 | 27.79 | 20.24 |
| Draw Down(%) | NA | 8.73 | 21.80 | 23.19 | 44.53 | NA | NA | … | … | 8.73 | 19.86 | 8.75 | 14.14 | 20.50 | 11.81 | 44.53 | 7.38 | 23.33 | 6.11 | 15.14 | 14.23 | 11.88 | 5.63 | 12.44 | 28.94 | 10.17 |
| Yield(%) | 0.00 | 5.14 | 9.01 | 4.77 | 5.64 | 7.23 | 6.84 | … | … | 0.00 | 4.99 | 13.62 | 7.82 | 0.53 | 0.41 | 0.56 | 4.03 | 10.49 | 2.70 | 7.95 | 7.75 | 12.49 | 11.67 | 1.69 | 0.81 | 0.19 |
Data as of 06/04/2026, Common starting date is 06/01/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMVJX (THE HARTFORD MIDCAP VALUE FUND CLASS I) |
-5.74%
Mar 2017 – Mar 2020 |
-1.91%
Mar 2015 – Mar 2020 |
4.71%
Apr 2015 – Apr 2025 |
7.66%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMVJX (THE HARTFORD MIDCAP VALUE FUND CLASS I) |
24.88%
Sep 2011 – Sep 2014 |
16.27%
Sep 2011 – Sep 2016 |
12.82%
Sep 2011 – Sep 2021 |
9.51%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart