Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HQISX (THE HARTFORD EQUITY INCOME FUND CLASS R4) | 7.23% | 8.44% | 3.20% | 7.22% | 7.04% | 9.44% | NA | 7.18% |
Data as of 07/30/2025, AR inception is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HQISX (THE HARTFORD EQUITY INCOME FUND CLASS R4) | 12/27/2006 | 07/30/2025 |
| 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 (%) | -1.20 | 8.44 | 3.20 | 7.22 | 7.04 | 9.44 | NA | 7.18 | 7.23 | 1.01 | 1.30 | -10.09 | 16.46 | 3.22 | 25.84 | -8.16 | 17.45 | 14.84 | -0.88 | 9.00 | 29.26 | 13.58 | 7.06 | 14.65 | 18.27 | -28.87 | 6.71 | -0.64 |
| Sharpe Ratio | NA | 0.56 | 0.07 | 0.37 | 0.35 | NA | NA | 0.32 | 0.78 | -0.43 | -0.23 | -0.57 | 1.21 | 0.09 | 2.31 | -0.66 | 2.60 | 1.13 | -0.06 | 0.86 | 2.79 | 1.16 | 0.33 | 0.86 | 0.68 | -0.77 | 0.24 | -14.69 |
| Standard Deviation(%) | NA | 14.51 | 15.00 | 15.08 | 16.99 | NA | NA | 18.74 | 16.88 | 12.88 | 13.17 | 20.22 | 13.60 | 34.31 | 10.60 | 14.33 | 6.49 | 12.95 | 15.32 | 10.48 | 10.47 | 11.72 | 21.24 | 16.86 | 26.76 | 38.73 | 15.49 | 4.00 |
| Draw Down(%) | NA | 11.99 | 17.90 | 19.58 | 35.04 | NA | NA | 50.78 | 11.56 | 13.99 | 10.70 | 14.05 | 8.41 | 35.04 | 5.79 | 17.75 | 2.78 | 8.85 | 13.21 | 8.29 | 5.37 | 8.65 | 16.62 | 13.83 | 29.34 | 40.32 | 8.73 | 0.64 |
| Yield(%) | 0.00 | 9.04 | 4.17 | 3.89 | 5.75 | 7.98 | 5.31 | 5.90 | 0.47 | 10.13 | 2.05 | 1.74 | 1.69 | 1.63 | 9.33 | 8.74 | 7.29 | 5.48 | 9.23 | 4.78 | 5.75 | 3.88 | 1.96 | 2.07 | 2.31 | 2.40 | 4.74 | 0.00 |
Data as of 07/30/2025, 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 |
|---|---|---|---|---|
| HQISX (THE HARTFORD EQUITY INCOME FUND CLASS R4) |
-7.38%
Jun 2007 - Jun 2010 |
0.75%
May 2007 - May 2012 |
6.02%
Jun 2014 - Jun 2024 |
6.68%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HQISX (THE HARTFORD EQUITY INCOME FUND CLASS R4) |
24.72%
Feb 2009 - Feb 2012 |
21.91%
Feb 2009 - Feb 2014 |
14.84%
Feb 2009 - Feb 2019 |
11.28%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart