Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HQIAX (THE HARTFORD EQUITY INCOME FUND CLASS A) | 7.90% | 9.59% | 3.41% | 7.19% | 7.20% | 9.54% | 7.63% | 8.48% |
Data as of 07/29/2025, AR inception is 08/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HQIAX (THE HARTFORD EQUITY INCOME FUND CLASS A) | 08/28/2003 | 07/29/2025 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 9.59 | 3.41 | 7.19 | 7.20 | 9.54 | 7.63 | 8.48 | 7.90 | 1.03 | 1.39 | -10.05 | 16.50 | 3.29 | 25.92 | -8.11 | 17.56 | 14.86 | -0.85 | 9.06 | 29.26 | 13.67 | 7.05 | 14.46 | 18.36 | -28.95 | 6.71 | 20.62 | 5.00 | 9.52 | 12.31 |
| Sharpe Ratio | NA | 0.57 | 0.07 | 0.37 | 0.35 | NA | NA | 0.40 | 0.77 | -0.43 | -0.22 | -0.57 | 1.20 | 0.09 | 2.31 | -0.66 | 2.63 | 1.14 | -0.06 | 0.86 | 2.78 | 1.18 | 0.33 | 0.85 | 0.68 | -0.77 | 0.24 | 1.92 | 0.26 | 0.80 | 4.33 |
| Standard Deviation(%) | NA | 14.55 | 15.03 | 15.12 | 17.00 | NA | NA | 17.71 | 16.93 | 12.90 | 13.21 | 20.23 | 13.69 | 34.32 | 10.59 | 14.37 | 6.47 | 12.89 | 15.31 | 10.49 | 10.52 | 11.65 | 21.25 | 16.91 | 26.74 | 38.77 | 15.42 | 9.07 | 10.72 | 10.70 | 9.21 |
| Draw Down(%) | NA | 11.96 | 17.91 | 19.51 | 35.01 | NA | NA | 50.79 | 11.56 | 14.02 | 10.67 | 14.07 | 8.40 | 35.01 | 5.76 | 17.71 | 2.72 | 8.81 | 13.18 | 8.30 | 5.33 | 8.67 | 16.59 | 14.05 | 29.35 | 40.36 | 8.76 | 6.40 | 6.86 | 6.64 | 2.83 |
| Yield(%) | 0.00 | 9.19 | 4.26 | 3.95 | 5.85 | 8.09 | 6.56 | 7.85 | 0.50 | 10.27 | 2.14 | 1.83 | 1.78 | 1.69 | 9.47 | 8.83 | 7.37 | 5.54 | 9.28 | 4.82 | 5.78 | 3.86 | 1.94 | 1.85 | 2.24 | 2.39 | 4.80 | 6.37 | 2.63 | 2.23 | 0.50 |
Data as of 07/29/2025, AR inception is 08/28/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HQIAX (THE HARTFORD EQUITY INCOME FUND CLASS A) |
-11.51%
Feb 2006 - Feb 2009 |
-3.84%
Feb 2004 - Feb 2009 |
6.07%
Jun 2014 - Jun 2024 |
6.70%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HQIAX (THE HARTFORD EQUITY INCOME FUND CLASS A) |
24.63%
Feb 2009 - Feb 2012 |
21.88%
Feb 2009 - Feb 2014 |
14.86%
Feb 2009 - Feb 2019 |
11.30%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart