Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HVOIX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS I) | NA | -1.45% | 9.08% | 7.09% | 7.19% | 11.37% | NA | 6.58% |
Data as of 11/06/2023, AR inception is 09/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HVOIX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS I) | 09/05/2006 | 11/06/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.61 | -1.45 | 9.08 | 7.09 | 7.19 | 11.37 | NA | 6.58 | -3.91 | -4.93 | 27.91 | 2.56 | 29.66 | -8.91 | 11.69 | 17.72 | -4.48 | 8.22 | 32.52 | 18.27 | -4.76 | 17.51 | 45.02 | -41.85 | -6.56 | 11.06 |
| Sharpe Ratio | NA | -0.40 | 0.48 | 0.28 | 0.36 | NA | NA | 0.26 | -0.78 | -0.33 | 2.15 | 0.07 | 2.58 | -0.68 | 1.35 | 0.98 | -0.28 | 0.71 | 2.71 | 1.25 | -0.18 | 0.87 | 1.36 | -0.94 | -0.57 | 3.84 |
| Standard Deviation(%) | NA | 12.52 | 15.29 | 20.46 | 17.46 | NA | NA | 21.54 | 11.58 | 18.96 | 12.97 | 35.52 | 10.96 | 15.04 | 8.23 | 17.82 | 16.36 | 11.54 | 11.98 | 14.69 | 26.23 | 19.95 | 33.09 | 45.38 | 16.93 | 9.17 |
| Draw Down(%) | NA | 9.71 | 18.57 | 36.43 | 36.43 | NA | NA | 64.98 | 9.36 | 18.57 | 5.89 | 36.43 | 5.88 | 19.15 | 4.52 | 13.70 | 15.91 | 10.35 | 5.01 | 13.92 | 24.88 | 17.36 | 30.60 | 55.81 | 19.15 | 2.06 |
| Yield(%) | 0.00 | 6.64 | 6.41 | 6.12 | 5.94 | 9.94 | 4.63 | 5.45 | 0.22 | 5.94 | 8.09 | 2.38 | 6.68 | 6.55 | 5.28 | 2.17 | 8.04 | 8.60 | 0.92 | 2.02 | 1.28 | 0.46 | 0.75 | 1.27 | 15.46 | 10.65 |
Data as of 11/06/2023, AR inception is 09/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVOIX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS I) |
-12.53%
Jun 2007 - Jun 2010 |
-4.27%
May 2007 - May 2012 |
4.45%
May 2007 - May 2017 |
5.66%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVOIX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS I) |
30.60%
Feb 2009 - Feb 2012 |
26.36%
Feb 2009 - Feb 2014 |
15.80%
Feb 2009 - Feb 2019 |
11.05%
Oct 2008 - Oct 2023 |
Annualized Rolling Returns Comparison Chart