Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HQIYX (THE HARTFORD EQUITY INCOME FUND CLASS Y) | 6.87% | 8.34% | 5.36% | 7.65% | 7.33% | 10.04% | 8.01% | 8.86% |
Data as of 07/18/2025, AR inception is 08/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HQIYX (THE HARTFORD EQUITY INCOME FUND CLASS Y) | 08/28/2003 | 07/18/2025 |
| 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 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.42 | 8.34 | 5.36 | 7.65 | 7.33 | 10.04 | 8.01 | 8.86 | 6.87 | 1.34 | 1.73 | -9.70 | 16.88 | 3.60 | 26.28 | -7.81 | 17.93 | 15.26 | -0.48 | 9.44 | 29.81 | 14.01 | 7.49 | 14.91 | 18.97 | -28.61 | 7.17 | 21.03 | 5.38 | 10.52 | 12.39 |
| Sharpe Ratio | NA | 0.36 | 0.13 | 0.36 | 0.35 | NA | NA | 0.41 | 0.59 | -0.41 | -0.19 | -0.55 | 1.24 | 0.10 | 2.34 | -0.64 | 2.66 | 1.16 | -0.03 | 0.90 | 2.84 | 1.21 | 0.35 | 0.88 | 0.71 | -0.76 | 0.27 | 1.98 | 0.30 | 0.89 | 4.33 |
| Standard Deviation(%) | NA | 14.52 | 15.03 | 15.08 | 16.98 | NA | NA | 17.70 | 17.11 | 12.82 | 13.18 | 20.18 | 13.59 | 34.27 | 10.61 | 14.40 | 6.53 | 12.93 | 15.33 | 10.50 | 10.49 | 11.68 | 21.31 | 16.90 | 26.75 | 38.70 | 15.43 | 9.03 | 10.66 | 10.74 | 9.29 |
| Draw Down(%) | NA | 11.89 | 17.74 | 19.07 | 34.99 | NA | NA | 50.48 | 11.54 | 13.88 | 10.59 | 13.94 | 8.30 | 34.99 | 5.79 | 17.53 | 2.71 | 8.80 | 13.15 | 8.21 | 5.29 | 8.55 | 16.55 | 13.96 | 29.31 | 40.08 | 8.72 | 6.37 | 6.82 | 6.64 | 2.74 |
| Yield(%) | 0.00 | 9.18 | 4.66 | 4.25 | 6.04 | 8.77 | 7.04 | 8.41 | 0.54 | 10.35 | 2.36 | 2.03 | 2.03 | 1.93 | 9.68 | 9.03 | 7.64 | 5.87 | 9.56 | 5.17 | 6.14 | 4.24 | 2.31 | 2.25 | 2.65 | 2.72 | 5.19 | 6.87 | 3.01 | 2.65 | 0.58 |
Data as of 07/18/2025, 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 |
|---|---|---|---|---|
| HQIYX (THE HARTFORD EQUITY INCOME FUND CLASS Y) |
-11.16%
Feb 2006 - Feb 2009 |
-3.38%
Feb 2004 - Feb 2009 |
6.42%
Jun 2014 - Jun 2024 |
7.08%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HQIYX (THE HARTFORD EQUITY INCOME FUND CLASS Y) |
25.17%
Feb 2009 - Feb 2012 |
22.39%
Feb 2009 - Feb 2014 |
15.30%
Feb 2009 - Feb 2019 |
11.71%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart