Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HQIBX (THE HARTFORD EQUITY INCOME FUND CLASS B) | NA | 16.71% | 9.17% | 11.96% | 6.80% | NA | NA | 8.58% |
Data as of 09/25/2017, AR inception is 08/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HQIBX (THE HARTFORD EQUITY INCOME FUND CLASS B) | 08/28/2003 | 09/25/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.71 | 9.17 | 11.96 | 6.80 | NA | NA | 8.58 | 10.10 | 14.68 | -0.81 | 8.95 | 28.69 | 12.64 | 6.21 | 13.54 | 17.49 | -29.49 | 5.82 | 19.61 | 4.01 | 8.71 | 12.01 |
| Sharpe Ratio | NA | 2.02 | 0.70 | 1.00 | 0.33 | NA | NA | 0.44 | 1.94 | 1.11 | -0.05 | 0.85 | 2.72 | 1.09 | 0.29 | 0.80 | 0.65 | -0.78 | 0.18 | 1.82 | 0.17 | 0.73 | 4.14 |
| Standard Deviation(%) | NA | 7.49 | 12.74 | 11.80 | 19.72 | NA | NA | 17.59 | 6.96 | 12.99 | 15.28 | 10.50 | 10.52 | 11.68 | 21.22 | 16.90 | 26.71 | 38.79 | 15.53 | 9.01 | 10.67 | 10.69 | 9.38 |
| Draw Down(%) | NA | 3.72 | 13.27 | 13.27 | 51.37 | NA | NA | 51.37 | 2.80 | 8.86 | 13.27 | 8.33 | 5.45 | 8.69 | 16.80 | 14.11 | 29.41 | 40.78 | 8.85 | 6.49 | 6.92 | 6.83 | 2.74 |
| Yield(%) | 0.00 | 4.70 | 6.02 | 6.19 | 3.90 | 4.66 | 3.50 | 5.00 | 0.62 | 5.32 | 9.11 | 4.67 | 5.21 | 2.87 | 1.06 | 1.00 | 1.57 | 1.64 | 3.92 | 5.53 | 1.75 | 1.47 | 0.30 |
Data as of 09/25/2017, 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 |
|---|---|---|---|---|
| HQIBX (THE HARTFORD EQUITY INCOME FUND CLASS B) |
-12.25%
Feb 2006 - Feb 2009 |
-4.64%
Feb 2004 - Feb 2009 |
6.19%
Feb 2006 - Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HQIBX (THE HARTFORD EQUITY INCOME FUND CLASS B) |
23.65%
Feb 2009 - Feb 2012 |
21.02%
Feb 2009 - Feb 2014 |
8.32%
Aug 2004 - Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart