Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMVTX (THE HARTFORD MIDCAP VALUE FUND CLASS R5) | 11.47% | 20.78% | 13.60% | 5.04% | 7.74% | 8.67% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMVTX (THE HARTFORD MIDCAP VALUE FUND CLASS R5) | 06/01/2010 | 06/05/2026 |
| 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 (%) | 0.10 | 20.78 | 13.60 | 5.04 | 7.74 | 8.67 | NA | … | … | 11.47 | 4.58 | 11.21 | 16.16 | -15.75 | 20.29 | 0.48 | 30.73 | -14.68 | 13.38 | 12.68 | -1.44 | 7.73 | 34.32 | 24.70 | -8.79 | 23.68 |
| Sharpe Ratio | NA | 1.26 | 0.66 | 0.14 | 0.30 | NA | NA | … | … | 1.76 | 0.09 | 0.53 | 0.76 | -0.69 | 1.13 | 0.01 | 2.16 | -1.02 | 1.28 | 0.74 | -0.10 | 0.59 | 2.66 | 1.64 | -0.32 | 2.14 |
| Standard Deviation(%) | NA | 14.42 | 16.26 | 18.71 | 21.01 | NA | NA | … | … | 15.68 | 18.76 | 14.20 | 16.65 | 25.16 | 18.01 | 43.08 | 13.55 | 15.83 | 9.97 | 16.85 | 15.40 | 13.11 | 12.89 | 15.12 | 27.80 | 20.18 |
| Draw Down(%) | NA | 8.76 | 21.77 | 22.14 | 44.49 | NA | NA | … | … | 8.76 | 19.79 | 8.80 | 14.13 | 20.05 | 11.24 | 44.49 | 7.39 | 23.30 | 6.07 | 15.10 | 14.23 | 11.88 | 5.61 | 12.48 | 28.91 | 10.10 |
| Yield(%) | 0.00 | 4.47 | 8.11 | 4.35 | 5.26 | 6.90 | 6.52 | … | … | 0.00 | 4.33 | 12.22 | 7.05 | 0.44 | 0.32 | 0.54 | 3.57 | 9.75 | 2.68 | 7.46 | 7.32 | 11.86 | 11.13 | 1.65 | 0.83 | 0.19 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| HMVTX (THE HARTFORD MIDCAP VALUE FUND CLASS R5) |
-5.72%
Mar 2017 – Mar 2020 |
-1.86%
Mar 2015 – Mar 2020 |
4.88%
Apr 2015 – Apr 2025 |
7.78%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMVTX (THE HARTFORD MIDCAP VALUE FUND CLASS R5) |
24.93%
Sep 2011 – Sep 2014 |
16.30%
Sep 2011 – Sep 2016 |
12.86%
Sep 2011 – Sep 2021 |
9.64%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart