Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMVSX (THE HARTFORD MIDCAP VALUE FUND CLASS R4) | 12.68% | 21.80% | 13.71% | 4.89% | 7.52% | 8.41% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMVSX (THE HARTFORD MIDCAP VALUE FUND CLASS R4) | 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 | 21.80 | 13.71 | 4.89 | 7.52 | 8.41 | NA | … | … | 12.68 | 4.26 | 10.88 | 15.80 | -16.10 | 19.76 | 0.21 | 30.38 | -14.98 | 13.08 | 12.35 | -1.81 | 7.47 | 33.88 | 24.33 | -9.06 | 23.49 |
| Sharpe Ratio | NA | 1.23 | 0.64 | 0.12 | 0.28 | NA | NA | … | … | 1.73 | 0.07 | 0.51 | 0.73 | -0.70 | 1.09 | 0.00 | 2.13 | -1.04 | 1.26 | 0.72 | -0.12 | 0.57 | 2.62 | 1.62 | -0.33 | 2.12 |
| Standard Deviation(%) | NA | 14.41 | 16.28 | 18.75 | 21.02 | NA | NA | … | … | 15.66 | 18.79 | 14.18 | 16.73 | 25.20 | 18.04 | 43.09 | 13.56 | 15.78 | 9.89 | 16.86 | 15.41 | 13.08 | 12.89 | 15.13 | 27.76 | 20.16 |
| Draw Down(%) | NA | 8.79 | 21.90 | 22.69 | 44.53 | NA | NA | … | … | 8.79 | 19.90 | 8.83 | 14.19 | 20.18 | 11.39 | 44.53 | 7.43 | 23.33 | 6.13 | 15.10 | 14.29 | 11.96 | 5.69 | 12.51 | 29.01 | 10.11 |
| Yield(%) | 0.00 | 4.25 | 7.89 | 4.11 | 4.99 | 6.58 | 6.20 | … | … | 0.00 | 4.11 | 12.08 | 6.72 | 0.19 | 0.00 | 0.21 | 3.40 | 9.62 | 2.55 | 7.21 | 7.14 | 11.68 | 11.16 | 1.34 | 0.73 | 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 |
|---|---|---|---|---|
| HMVSX (THE HARTFORD MIDCAP VALUE FUND CLASS R4) |
-5.98%
Mar 2017 – Mar 2020 |
-2.15%
Mar 2015 – Mar 2020 |
4.54%
Apr 2015 – Apr 2025 |
7.44%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMVSX (THE HARTFORD MIDCAP VALUE FUND CLASS R4) |
24.54%
Sep 2011 – Sep 2014 |
15.94%
Sep 2011 – Sep 2016 |
12.52%
Sep 2011 – Sep 2021 |
9.29%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart