Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HQIRX (THE HARTFORD EQUITY INCOME FUND CLASS R3) | 8.62% | 2.93% | 1.49% | 5.62% | 6.29% | 8.61% | NA | 6.48% |
Data as of 07/25/2025, AR inception is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HQIRX (THE HARTFORD EQUITY INCOME FUND CLASS R3) | 12/27/2006 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.79 | 2.93 | 1.49 | 5.62 | 6.29 | 8.61 | NA | 6.48 | 8.62 | 1.32 | 0.98 | -10.39 | 16.12 | 2.89 | 25.49 | -8.45 | 17.17 | 14.46 | -1.19 | 8.64 | 28.90 | 13.30 | 6.70 | 14.23 | 18.08 | -29.17 | 6.37 | -0.64 |
| Sharpe Ratio | NA | -0.01 | -0.12 | 0.23 | 0.28 | NA | NA | 0.28 | 0.76 | -0.41 | -0.25 | -0.58 | 1.18 | 0.08 | 2.27 | -0.68 | 2.56 | 1.10 | -0.08 | 0.82 | 2.75 | 1.14 | 0.31 | 0.84 | 0.67 | -0.77 | 0.22 | -14.69 |
| Standard Deviation(%) | NA | 16.54 | 15.69 | 15.51 | 17.17 | NA | NA | 18.84 | 16.95 | 12.87 | 13.16 | 20.24 | 13.62 | 34.32 | 10.61 | 14.37 | 6.48 | 12.91 | 15.30 | 10.52 | 10.51 | 11.73 | 21.23 | 16.87 | 26.81 | 38.78 | 15.47 | 4.00 |
| Draw Down(%) | NA | 18.55 | 18.55 | 19.92 | 35.06 | NA | NA | 51.04 | 11.61 | 14.03 | 10.74 | 14.18 | 8.46 | 35.06 | 5.80 | 18.02 | 2.81 | 8.80 | 13.30 | 8.41 | 5.38 | 8.66 | 16.67 | 13.92 | 29.44 | 40.51 | 8.79 | 0.64 |
| Yield(%) | 0.00 | 1.19 | 1.47 | 1.69 | 4.67 | 6.48 | 4.39 | 4.88 | 0.39 | 1.66 | 1.74 | 1.45 | 1.33 | 1.36 | 9.04 | 8.45 | 6.97 | 5.16 | 8.94 | 4.48 | 5.42 | 3.60 | 1.70 | 1.77 | 1.96 | 2.08 | 4.48 | 0.00 |
Data as of 07/25/2025, AR inception is 12/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HQIRX (THE HARTFORD EQUITY INCOME FUND CLASS R3) |
-7.67%
Jun 2007 - Jun 2010 |
0.45%
May 2007 - May 2012 |
5.21%
Apr 2015 - Apr 2025 |
6.35%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HQIRX (THE HARTFORD EQUITY INCOME FUND CLASS R3) |
24.34%
Feb 2009 - Feb 2012 |
21.57%
Feb 2009 - Feb 2014 |
14.51%
Feb 2009 - Feb 2019 |
10.95%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart