Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HVOBX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS B) | NA | 12.01% | 4.87% | 10.82% | 4.38% | 8.77% | NA | 6.40% |
Data as of 09/25/2017, AR inception is 02/25/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HVOBX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS B) | 02/25/2002 | 09/25/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.01 | 4.87 | 10.82 | 4.38 | 8.77 | NA | 6.40 | 4.21 | 16.31 | -5.40 | 7.21 | 31.12 | 17.13 | -5.75 | 16.29 | 44.09 | -42.24 | -7.53 | 16.97 | 6.68 | 17.32 | 39.91 | -22.27 |
| Sharpe Ratio | NA | 1.10 | 0.30 | 0.76 | 0.17 | NA | NA | 0.25 | 0.61 | 0.90 | -0.33 | 0.62 | 2.60 | 1.17 | -0.22 | 0.81 | 1.33 | -0.95 | -0.63 | 1.19 | 0.44 | 1.37 | 2.22 | -0.95 |
| Standard Deviation(%) | NA | 9.41 | 15.33 | 13.96 | 23.75 | NA | NA | 21.32 | 8.58 | 17.82 | 16.33 | 11.52 | 11.96 | 14.70 | 26.11 | 19.96 | 33.04 | 45.47 | 16.90 | 11.53 | 10.17 | 11.96 | 17.63 | 28.00 |
| Draw Down(%) | NA | 4.76 | 23.26 | 23.26 | 63.80 | NA | NA | 65.45 | 4.60 | 13.82 | 16.25 | 10.43 | 5.10 | 14.14 | 25.27 | 17.53 | 30.80 | 56.14 | 19.46 | 10.79 | 8.02 | 8.75 | 16.49 | 39.79 |
| Yield(%) | 0.00 | 0.92 | 5.15 | 4.60 | 3.36 | 6.19 | 3.34 | 4.45 | 0.00 | 1.00 | 7.46 | 8.31 | 0.00 | 0.92 | 0.15 | 0.03 | 0.08 | 0.78 | 15.99 | 10.16 | 3.42 | 0.23 | 0.00 | 0.00 |
Data as of 09/25/2017, AR inception is 02/25/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVOBX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS B) |
-21.32%
Feb 2006 - Feb 2009 |
-9.61%
Feb 2004 - Feb 2009 |
3.09%
Feb 2006 - Feb 2016 |
6.00%
Mar 2002 - Mar 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVOBX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS B) |
29.44%
Feb 2009 - Feb 2012 |
25.16%
Feb 2009 - Feb 2014 |
9.08%
Mar 2003 - Mar 2013 |
8.14%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart