Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HVORX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS R3) | NA | -1.82% | 8.55% | 6.52% | 6.58% | 10.75% | NA | … | … |
Data as of 11/06/2023, Common starting date is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HVORX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS R3) | 12/27/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.64 | -1.82 | 8.55 | 6.52 | 6.58 | 10.75 | NA | … | … | -4.20 | -5.41 | 27.18 | 1.95 | 28.88 | -9.47 | 10.98 | 17.05 | -5.13 | 7.59 | 31.79 | 17.81 | -5.27 | 16.92 | 44.26 | -42.17 | -7.10 | -0.78 |
| Sharpe Ratio | NA | -0.38 | 0.46 | 0.26 | 0.33 | NA | NA | … | … | -0.74 | -0.36 | 2.09 | 0.05 | 2.51 | -0.72 | 1.28 | 0.95 | -0.32 | 0.66 | 2.66 | 1.22 | -0.20 | 0.84 | 1.34 | -0.95 | -0.61 | -13.13 |
| Standard Deviation(%) | NA | 12.56 | 15.28 | 20.45 | 17.46 | NA | NA | … | … | 11.62 | 19.00 | 13.00 | 35.46 | 10.94 | 15.10 | 8.08 | 17.78 | 16.39 | 11.52 | 11.95 | 14.65 | 26.21 | 19.97 | 33.05 | 45.37 | 16.88 | 5.04 |
| Draw Down(%) | NA | 9.86 | 18.77 | 36.49 | 36.49 | NA | NA | … | … | 9.43 | 18.77 | 5.93 | 36.49 | 5.89 | 19.55 | 4.56 | 13.70 | 16.05 | 10.39 | 5.07 | 14.01 | 25.09 | 17.42 | 30.75 | 56.05 | 19.32 | 0.78 |
| Yield(%) | 0.00 | 5.93 | 5.62 | 5.38 | 5.17 | 8.47 | 3.54 | … | … | 0.21 | 5.27 | 7.20 | 1.79 | 5.80 | 5.74 | 4.29 | 1.35 | 7.24 | 7.79 | 0.43 | 1.47 | 0.71 | 0.03 | 0.12 | 1.02 | 15.03 | 0.00 |
Data as of 11/06/2023, Common starting date is 12/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVORX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS R3) |
-12.99%
Jun 2007 – Jun 2010 |
-4.77%
May 2007 – May 2012 |
3.87%
May 2007 – May 2017 |
5.06%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVORX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS R3) |
29.99%
Feb 2009 – Feb 2012 |
25.76%
Feb 2009 – Feb 2014 |
15.17%
Feb 2009 – Feb 2019 |
10.45%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison Chart