Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HQIVX (THE HARTFORD EQUITY INCOME FUND CLASS R6) | 8.84% | 11.67% | 10.32% | 13.20% | 10.43% | NA | NA | 10.39% |
Data as of 07/25/2025, AR inception is 11/10/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HQIVX (THE HARTFORD EQUITY INCOME FUND CLASS R6) | 11/10/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.76 | 11.67 | 10.32 | 13.20 | 10.43 | NA | NA | 10.39 | 8.84 | 10.14 | 7.42 | -0.26 | 25.67 | 4.64 | 26.35 | -7.76 | 17.97 | 15.26 | -0.48 | 0.85 |
| Sharpe Ratio | NA | 0.58 | 0.50 | 0.79 | 0.54 | NA | NA | 0.51 | 0.79 | 0.64 | 0.31 | -0.09 | 2.15 | 0.13 | 2.35 | -0.64 | 2.69 | 1.16 | -0.03 | 0.52 |
| Standard Deviation(%) | NA | 14.54 | 13.93 | 14.14 | 16.59 | NA | NA | 16.34 | 16.89 | 10.25 | 12.33 | 18.36 | 11.93 | 34.32 | 10.59 | 14.40 | 6.46 | 12.95 | 15.32 | 12.19 |
| Draw Down(%) | NA | 11.84 | 12.62 | 13.95 | 34.99 | NA | NA | 34.99 | 11.51 | 7.18 | 10.58 | 13.95 | 4.90 | 34.99 | 5.79 | 17.46 | 2.71 | 8.80 | 13.10 | 5.04 |
| Yield(%) | 0.00 | 9.36 | 9.50 | 10.03 | 9.03 | 6.02 | 4.52 | 9.03 | 0.57 | 10.45 | 7.73 | 11.42 | 10.48 | 2.98 | 9.75 | 9.08 | 7.67 | 5.87 | 9.56 | 3.25 |
Data as of 07/25/2025, AR inception is 11/10/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HQIVX (THE HARTFORD EQUITY INCOME FUND CLASS R6) |
0.90%
Mar 2017 - Mar 2020 |
4.22%
Mar 2015 - Mar 2020 |
9.33%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HQIVX (THE HARTFORD EQUITY INCOME FUND CLASS R6) |
18.44%
Dec 2018 - Dec 2021 |
15.70%
Mar 2020 - Mar 2025 |
10.22%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart