Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HQITX (THE HARTFORD EQUITY INCOME FUND CLASS R5) | 8.85% | 3.51% | 2.13% | 6.29% | 6.96% | 9.28% | NA | 7.17% |
Data as of 07/25/2025, AR inception is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HQITX (THE HARTFORD EQUITY INCOME FUND CLASS R5) | 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 (%) | 1.82 | 3.51 | 2.13 | 6.29 | 6.96 | 9.28 | NA | 7.17 | 8.85 | 2.00 | 1.70 | -9.79 | 16.87 | 3.55 | 26.24 | -7.88 | 17.83 | 15.11 | -0.57 | 9.35 | 29.67 | 14.00 | 7.34 | 15.14 | 18.69 | -28.67 | 7.02 | -0.64 |
| Sharpe Ratio | NA | -0.16 | -0.04 | 0.24 | 0.29 | NA | NA | 0.31 | 0.59 | -0.36 | -0.20 | -0.56 | 1.24 | 0.10 | 2.35 | -0.64 | 2.67 | 1.15 | -0.04 | 0.89 | 2.83 | 1.21 | 0.34 | 0.89 | 0.70 | -0.76 | 0.26 | -14.69 |
| Standard Deviation(%) | NA | 16.48 | 15.70 | 15.49 | 17.16 | NA | NA | 18.84 | 17.12 | 12.84 | 13.18 | 20.20 | 13.58 | 34.32 | 10.58 | 14.40 | 6.47 | 12.93 | 15.27 | 10.52 | 10.47 | 11.66 | 21.27 | 16.90 | 26.75 | 38.79 | 15.47 | 4.00 |
| Draw Down(%) | NA | 18.30 | 18.30 | 19.14 | 35.00 | NA | NA | 50.60 | 11.54 | 13.93 | 10.60 | 13.99 | 8.36 | 35.00 | 5.81 | 17.52 | 2.70 | 8.81 | 13.14 | 8.24 | 5.35 | 8.63 | 16.52 | 13.79 | 29.34 | 40.19 | 8.79 | 0.64 |
| Yield(%) | 0.00 | 1.67 | 1.99 | 2.37 | 5.29 | 7.42 | 5.06 | 5.63 | 0.55 | 2.30 | 2.33 | 2.02 | 2.02 | 1.89 | 9.66 | 9.00 | 7.58 | 5.77 | 9.49 | 5.08 | 6.04 | 4.14 | 2.23 | 2.44 | 2.59 | 2.65 | 5.04 | 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 |
|---|---|---|---|---|
| HQITX (THE HARTFORD EQUITY INCOME FUND CLASS R5) |
-7.09%
Jun 2007 - Jun 2010 |
1.09%
May 2007 - May 2012 |
5.88%
Apr 2015 - Apr 2025 |
7.02%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HQITX (THE HARTFORD EQUITY INCOME FUND CLASS R5) |
25.18%
Feb 2009 - Feb 2012 |
22.35%
Feb 2009 - Feb 2014 |
15.23%
Feb 2009 - Feb 2019 |
11.64%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart