Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HRATX (THE HARTFORD GROWTH ALLOCATION FUND CLASS R5) | 9.01% | 12.79% | 11.46% | 7.18% | 5.98% | 7.42% | NA | 5.76% |
Data as of 07/22/2025, AR inception is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRATX (THE HARTFORD GROWTH ALLOCATION FUND CLASS R5) | 12/27/2006 | 07/22/2025 |
| 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 (%) | 1.01 | 12.79 | 11.46 | 7.18 | 5.98 | 7.42 | NA | 5.76 | 9.01 | 11.75 | 15.38 | -19.60 | 7.76 | 10.42 | 18.98 | -7.16 | 18.80 | 5.59 | -3.48 | 1.81 | 20.60 | 15.82 | -4.00 | 15.10 | 29.14 | -34.41 | 11.23 | -0.47 |
| Sharpe Ratio | NA | 0.64 | 0.67 | 0.39 | 0.31 | NA | NA | 0.29 | 0.79 | 0.49 | 1.14 | -1.12 | 0.62 | 0.38 | 1.79 | -0.71 | 2.97 | 0.45 | -0.30 | 0.20 | 2.18 | 1.42 | -0.20 | 1.01 | 1.29 | -1.14 | 0.62 | -27.20 |
| Standard Deviation(%) | NA | 14.63 | 13.13 | 13.61 | 14.36 | NA | NA | 15.87 | 16.85 | 10.54 | 9.82 | 18.81 | 12.39 | 26.41 | 9.82 | 12.01 | 6.14 | 11.98 | 11.60 | 9.11 | 9.44 | 11.18 | 19.93 | 14.86 | 22.44 | 30.91 | 13.44 | 1.78 |
| Draw Down(%) | NA | 14.00 | 14.00 | 27.56 | 30.42 | NA | NA | 48.70 | 14.00 | 6.69 | 9.44 | 23.04 | 9.51 | 30.42 | 5.45 | 15.97 | 2.02 | 11.00 | 13.43 | 8.40 | 7.04 | 9.83 | 19.52 | 12.36 | 21.23 | 44.81 | 8.66 | 0.47 |
| Yield(%) | 0.00 | 3.46 | 2.72 | 2.50 | 2.91 | 5.15 | 3.80 | 4.22 | 0.00 | 3.89 | 2.07 | 1.83 | 2.42 | 1.78 | 2.09 | 3.68 | 3.04 | 0.79 | 6.73 | 24.91 | 0.96 | 3.30 | 1.29 | 1.44 | 1.15 | 3.19 | 10.36 | 0.00 |
Data as of 07/22/2025, 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 |
|---|---|---|---|---|
| HRATX (THE HARTFORD GROWTH ALLOCATION FUND CLASS R5) |
-6.03%
Jun 2007 - Jun 2010 |
-0.17%
May 2007 - May 2012 |
3.29%
Oct 2013 - Oct 2023 |
3.33%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRATX (THE HARTFORD GROWTH ALLOCATION FUND CLASS R5) |
21.84%
Feb 2009 - Feb 2012 |
18.45%
Feb 2009 - Feb 2014 |
11.31%
Feb 2009 - Feb 2019 |
8.96%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart