Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HVOTX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS R5) | NA | -1.43% | 9.09% | 7.09% | 7.19% | 11.40% | NA | … | … |
Data as of 11/06/2023, Common starting date is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HVOTX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS R5) | 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 (%) | -1.65 | -1.43 | 9.09 | 7.09 | 7.19 | 11.40 | NA | … | … | -3.90 | -4.87 | 27.85 | 2.60 | 29.64 | -8.97 | 11.70 | 17.72 | -4.47 | 8.24 | 32.54 | 18.50 | -4.70 | 17.67 | 44.98 | -41.74 | -6.53 | -0.78 |
| Sharpe Ratio | NA | -0.40 | 0.48 | 0.28 | 0.36 | NA | NA | … | … | -0.77 | -0.33 | 2.14 | 0.07 | 2.56 | -0.68 | 1.36 | 0.98 | -0.27 | 0.71 | 2.73 | 1.27 | -0.18 | 0.88 | 1.35 | -0.94 | -0.57 | -10.51 |
| Standard Deviation(%) | NA | 12.54 | 15.30 | 20.45 | 17.46 | NA | NA | … | … | 11.61 | 18.94 | 13.01 | 35.47 | 11.02 | 15.07 | 8.17 | 17.79 | 16.39 | 11.56 | 11.90 | 14.65 | 26.21 | 20.01 | 33.19 | 45.45 | 16.86 | 6.30 |
| Draw Down(%) | NA | 9.70 | 18.58 | 36.40 | 36.40 | NA | NA | … | … | 9.36 | 18.58 | 5.91 | 36.40 | 5.89 | 19.17 | 4.52 | 13.67 | 15.89 | 10.33 | 5.01 | 13.93 | 24.88 | 17.34 | 30.69 | 55.79 | 19.15 | 0.78 |
| Yield(%) | 0.00 | 6.31 | 6.13 | 5.85 | 5.73 | 9.65 | 3.97 | … | … | 0.20 | 5.65 | 7.72 | 2.29 | 6.33 | 6.21 | 5.10 | 2.03 | 7.78 | 8.14 | 0.97 | 2.14 | 1.29 | 0.54 | 0.90 | 1.41 | 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 |
|---|---|---|---|---|
| HVOTX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS R5) |
-12.44%
Jun 2007 – Jun 2010 |
-4.18%
May 2007 – May 2012 |
4.51%
May 2007 – May 2017 |
5.70%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVOTX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS R5) |
30.79%
Feb 2009 – Feb 2012 |
26.51%
Feb 2009 – Feb 2014 |
15.86%
Feb 2009 – Feb 2019 |
11.09%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison Chart