Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMVYX (THE HARTFORD MIDCAP VALUE FUND CLASS Y) | 12.82% | 22.15% | 14.07% | 5.28% | 7.91% | 8.82% | 7.70% | … | … |
Data as of 06/04/2026, Common starting date is 05/18/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMVYX (THE HARTFORD MIDCAP VALUE FUND CLASS Y) | 05/18/2001 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.30 | 22.15 | 14.07 | 5.28 | 7.91 | 8.82 | 7.70 | … | … | 12.82 | 4.58 | 11.23 | 16.17 | -15.70 | 20.30 | 0.52 | 30.86 | -14.61 | 13.37 | 12.81 | -1.34 | 7.90 | 34.39 | 24.82 | -8.67 | 24.77 | 44.01 | -40.19 | 2.33 | 17.50 | 10.11 | 16.08 | 43.19 | -13.05 | -3.30 |
| Sharpe Ratio | NA | 1.26 | 0.66 | 0.14 | 0.30 | NA | NA | … | … | 1.76 | 0.09 | 0.54 | 0.76 | -0.68 | 1.12 | 0.01 | 2.16 | -1.02 | 1.29 | 0.74 | -0.09 | 0.60 | 2.66 | 1.66 | -0.31 | 1.15 | 1.30 | -0.99 | -0.05 | 1.17 | 0.67 | 1.18 | 2.69 | -0.62 | -0.37 |
| Standard Deviation(%) | NA | 14.41 | 16.27 | 18.72 | 21.02 | NA | NA | … | … | 15.67 | 18.76 | 14.21 | 16.70 | 25.15 | 18.03 | 43.07 | 13.59 | 15.81 | 9.91 | 16.96 | 15.43 | 13.11 | 12.91 | 15.06 | 27.82 | 21.50 | 33.65 | 41.46 | 16.41 | 12.12 | 11.66 | 12.77 | 15.80 | 22.88 | 20.03 |
| Draw Down(%) | NA | 8.73 | 21.83 | 22.11 | 44.47 | NA | NA | … | … | 8.73 | 19.82 | 8.81 | 14.13 | 20.01 | 11.22 | 44.47 | 7.37 | 23.25 | 6.05 | 15.14 | 14.20 | 11.81 | 5.66 | 12.48 | 28.91 | 18.43 | 29.99 | 55.35 | 18.07 | 11.94 | 9.24 | 9.42 | 14.06 | 33.49 | 25.53 |
| Yield(%) | 0.00 | 4.46 | 8.10 | 4.33 | 5.29 | 6.95 | 6.21 | … | … | 0.00 | 4.33 | 12.18 | 7.03 | 0.41 | 0.30 | 0.57 | 3.75 | 9.77 | 2.77 | 7.54 | 7.40 | 11.91 | 11.14 | 1.77 | 0.88 | 0.25 | 0.50 | 0.63 | 18.11 | 14.18 | 10.04 | 7.83 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/18/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMVYX (THE HARTFORD MIDCAP VALUE FUND CLASS Y) |
-18.07%
Feb 2006 – Feb 2009 |
-6.34%
Feb 2004 – Feb 2009 |
4.93%
Apr 2015 – Apr 2025 |
5.59%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMVYX (THE HARTFORD MIDCAP VALUE FUND CLASS Y) |
31.98%
Feb 2009 – Feb 2012 |
28.63%
Feb 2009 – Feb 2014 |
16.35%
Feb 2009 – Feb 2019 |
12.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart