Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HVOSX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS R4) | NA | -1.60% | 8.85% | 6.82% | 6.90% | 11.10% | NA | 5.98% |
Data as of 11/06/2023, AR inception is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HVOSX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS R4) | 12/27/2006 | 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 (%) | -1.62 | -1.60 | 8.85 | 6.82 | 6.90 | 11.10 | NA | 5.98 | -4.03 | -5.13 | 27.56 | 2.28 | 29.23 | -9.21 | 11.40 | 17.35 | -4.80 | 7.98 | 32.16 | 18.19 | -4.95 | 17.24 | 44.66 | -41.95 | -6.83 | -0.78 |
| Sharpe Ratio | NA | -0.41 | 0.47 | 0.27 | 0.34 | NA | NA | 0.23 | -0.79 | -0.34 | 2.11 | 0.06 | 2.54 | -0.70 | 1.34 | 0.96 | -0.30 | 0.69 | 2.68 | 1.25 | -0.19 | 0.86 | 1.34 | -0.94 | -0.58 | -10.51 |
| Standard Deviation(%) | NA | 12.54 | 15.29 | 20.45 | 17.45 | NA | NA | 21.71 | 11.61 | 18.97 | 13.02 | 35.45 | 10.97 | 15.11 | 8.10 | 17.79 | 16.34 | 11.53 | 11.97 | 14.67 | 26.22 | 19.91 | 33.15 | 45.50 | 16.92 | 6.30 |
| Draw Down(%) | NA | 9.75 | 18.65 | 36.48 | 36.48 | NA | NA | 65.13 | 9.41 | 18.65 | 5.90 | 36.48 | 5.94 | 19.36 | 4.56 | 13.70 | 15.95 | 10.39 | 5.04 | 14.00 | 24.95 | 17.42 | 30.76 | 55.92 | 19.25 | 0.78 |
| Yield(%) | 0.00 | 6.14 | 5.90 | 5.63 | 5.47 | 9.10 | 3.76 | 4.71 | 0.21 | 5.48 | 7.49 | 2.07 | 6.06 | 5.98 | 4.81 | 1.69 | 7.52 | 8.03 | 0.63 | 1.77 | 1.00 | 0.23 | 0.55 | 1.23 | 15.02 | 0.00 |
Data as of 11/06/2023, 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 |
|---|---|---|---|---|
| HVOSX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS R4) |
-12.69%
Jun 2007 - Jun 2010 |
-4.46%
May 2007 - May 2012 |
4.21%
May 2007 - May 2017 |
5.40%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVOSX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS R4) |
30.35%
Feb 2009 - Feb 2012 |
26.13%
Feb 2009 - Feb 2014 |
15.53%
Feb 2009 - Feb 2019 |
10.78%
Oct 2008 - Oct 2023 |
Annualized Rolling Returns Comparison Chart