Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HMVJX (THE HARTFORD MIDCAP VALUE FUND CLASS I) | 2.47% | 6.09% | 4.23% | 8.42% | 5.64% | 8.54% | NA | 8.82% |
Data as of 07/25/2025, AR inception is 06/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMVJX (THE HARTFORD MIDCAP VALUE FUND CLASS I) | 06/01/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.81 | 6.09 | 4.23 | 8.42 | 5.64 | 8.54 | NA | 8.82 | 2.47 | -1.93 | 9.03 | -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 | 0.15 | 0.04 | 0.33 | 0.19 | NA | NA | 0.38 | 0.06 | -0.47 | 0.27 | -0.70 | 1.07 | 0.01 | 2.16 | -1.01 | 1.27 | 0.73 | -0.10 | 0.59 | 2.66 | 1.64 | -0.32 | 2.14 |
| Standard Deviation(%) | NA | 19.29 | 19.19 | 19.82 | 21.43 | NA | NA | 20.32 | 21.90 | 18.16 | 17.58 | 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 | 21.80 | 21.80 | 23.19 | 44.53 | NA | NA | 44.53 | 19.86 | 18.69 | 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 | 12.69 | 4.94 | 4.12 | 4.85 | 7.55 | 5.89 | 7.85 | 0.00 | 13.62 | 0.98 | 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 07/25/2025, AR inception 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 |
4.04%
Apr 2015 - Apr 2025 |
0.00%
NA |
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 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart