Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HVOCX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS C) | NA | -2.11% | 8.05% | 5.99% | 6.07% | 10.22% | 6.46% | … | … |
Data as of 11/06/2023, Common starting date is 02/25/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HVOCX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS C) | 02/25/2002 | 11/06/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.63 | -2.11 | 8.05 | 5.99 | 6.07 | 10.22 | 6.46 | … | … | -4.45 | -5.91 | 26.52 | 1.42 | 28.19 | -9.97 | 10.57 | 16.53 | -5.51 | 7.07 | 31.11 | 17.12 | -5.73 | 16.19 | 43.72 | -42.44 | -7.55 | 16.90 | 6.67 | 17.48 | 39.76 | -22.12 |
| Sharpe Ratio | NA | -0.45 | 0.42 | 0.23 | 0.30 | NA | NA | … | … | -0.83 | -0.39 | 2.03 | 0.03 | 2.44 | -0.75 | 1.24 | 0.92 | -0.34 | 0.61 | 2.60 | 1.17 | -0.22 | 0.81 | 1.31 | -0.95 | -0.63 | 1.19 | 0.44 | 1.38 | 2.21 | -0.95 |
| Standard Deviation(%) | NA | 12.51 | 15.21 | 20.42 | 17.44 | NA | NA | … | … | 11.58 | 18.88 | 13.03 | 35.41 | 10.99 | 15.11 | 8.04 | 17.81 | 16.33 | 11.55 | 11.95 | 14.67 | 26.30 | 19.92 | 33.24 | 45.51 | 16.90 | 11.54 | 10.24 | 12.00 | 17.65 | 27.91 |
| Draw Down(%) | NA | 9.97 | 18.93 | 36.52 | 36.52 | NA | NA | … | … | 9.51 | 18.93 | 5.94 | 36.52 | 6.00 | 19.99 | 4.60 | 13.79 | 16.19 | 10.42 | 5.12 | 14.12 | 25.25 | 17.51 | 30.80 | 56.24 | 19.51 | 10.84 | 8.07 | 8.75 | 16.49 | 39.74 |
| Yield(%) | 0.00 | 6.60 | 5.99 | 5.58 | 5.32 | 8.49 | 5.79 | … | … | 0.26 | 5.81 | 7.85 | 1.51 | 6.13 | 5.56 | 4.98 | 1.24 | 8.04 | 8.59 | 0.00 | 1.03 | 0.26 | 0.00 | 0.00 | 0.42 | 16.03 | 10.42 | 3.42 | 0.30 | 0.00 | 0.00 |
Data as of 11/06/2023, Common starting date is 02/25/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVOCX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS C) |
-21.43%
Feb 2006 – Feb 2009 |
-9.66%
Feb 2004 – Feb 2009 |
2.99%
Feb 2006 – Feb 2016 |
4.12%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVOCX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS C) |
29.28%
Feb 2009 – Feb 2012 |
25.10%
Feb 2009 – Feb 2014 |
14.59%
Feb 2009 – Feb 2019 |
9.91%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison Chart