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Performance Comparison
Comparison Box

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% 5.36% 4.53% 8.44% 5.35% 8.74% NA 8.82%
Data as of 07/22/2025, 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 07/22/2025
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 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) 2.21 5.36 4.53 8.44 5.35 8.74 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 0.06 0.11 0.33 0.18 NA NA 0.38 0.00 -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 19.31 19.26 19.83 21.42 NA NA 20.33 22.14 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 12.61 4.98 4.12 4.71 7.76 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 07/22/2025, 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