Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMVRX (THE HARTFORD MIDCAP VALUE FUND CLASS R3) | 12.51% | 21.41% | 13.39% | 4.48% | 7.15% | 8.05% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMVRX (THE HARTFORD MIDCAP VALUE FUND CLASS R3) | 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 (%) | 1.28 | 21.41 | 13.39 | 4.48 | 7.15 | 8.05 | NA | … | … | 12.51 | 3.99 | 10.55 | 15.44 | -16.57 | 19.18 | -0.13 | 30.04 | -15.25 | 12.67 | 12.03 | -2.04 | 7.10 | 33.46 | 23.97 | -9.37 | 23.29 |
| Sharpe Ratio | NA | 1.21 | 0.62 | 0.10 | 0.26 | NA | NA | … | … | 1.71 | 0.06 | 0.49 | 0.71 | -0.71 | 1.06 | -0.01 | 2.11 | -1.06 | 1.21 | 0.70 | -0.13 | 0.54 | 2.59 | 1.60 | -0.34 | 2.10 |
| Standard Deviation(%) | NA | 14.46 | 16.29 | 18.79 | 21.05 | NA | NA | … | … | 15.72 | 18.77 | 14.22 | 16.72 | 25.31 | 18.12 | 43.09 | 13.55 | 15.80 | 9.94 | 16.92 | 15.41 | 13.08 | 12.92 | 15.08 | 27.79 | 20.18 |
| Draw Down(%) | NA | 8.81 | 21.98 | 23.52 | 44.54 | NA | NA | … | … | 8.81 | 19.90 | 8.86 | 14.29 | 20.52 | 11.56 | 44.54 | 7.45 | 23.44 | 6.22 | 15.19 | 14.43 | 12.01 | 5.72 | 12.61 | 29.10 | 10.11 |
| Yield(%) | 0.00 | 3.90 | 7.83 | 4.01 | 4.84 | 6.36 | 5.98 | … | … | 0.00 | 3.77 | 12.26 | 6.78 | 0.00 | 0.00 | 0.00 | 2.98 | 9.56 | 2.58 | 7.26 | 7.05 | 11.52 | 11.19 | 1.12 | 0.44 | 0.00 |
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 |
|---|---|---|---|---|
| HMVRX (THE HARTFORD MIDCAP VALUE FUND CLASS R3) |
-6.28%
Mar 2017 – Mar 2020 |
-2.45%
Mar 2015 – Mar 2020 |
4.17%
Apr 2015 – Apr 2025 |
7.08%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMVRX (THE HARTFORD MIDCAP VALUE FUND CLASS R3) |
24.16%
Sep 2011 – Sep 2014 |
15.60%
Sep 2011 – Sep 2016 |
12.17%
Sep 2011 – Sep 2021 |
8.92%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart