Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HVOYX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS Y) | NA | -1.15% | 9.23% | 7.17% | 7.28% | 11.46% | 7.66% | 7.46% |
Data as of 11/06/2023, AR inception is 02/25/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HVOYX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS Y) | 02/25/2002 | 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 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.02 | -1.15 | 9.23 | 7.17 | 7.28 | 11.46 | 7.66 | 7.46 | -3.64 | -4.85 | 27.95 | 2.61 | 29.64 | -8.90 | 11.76 | 17.86 | -4.37 | 8.26 | 32.64 | 18.37 | -4.64 | 17.72 | 45.06 | -41.73 | -6.12 | 17.99 | 7.80 | 18.42 | 41.06 | -21.38 |
| Sharpe Ratio | NA | -0.37 | 0.49 | 0.28 | 0.37 | NA | NA | 0.30 | -0.74 | -0.33 | 2.19 | 0.07 | 2.57 | -0.68 | 1.36 | 1.00 | -0.27 | 0.72 | 2.72 | 1.26 | -0.18 | 0.88 | 1.36 | -0.94 | -0.54 | 1.28 | 0.55 | 1.46 | 2.29 | -0.92 |
| Standard Deviation(%) | NA | 12.64 | 15.27 | 20.46 | 17.46 | NA | NA | 20.70 | 11.73 | 18.97 | 12.77 | 35.53 | 11.00 | 15.07 | 8.22 | 17.74 | 16.35 | 11.52 | 11.96 | 14.72 | 26.20 | 19.93 | 33.05 | 45.46 | 16.93 | 11.55 | 10.29 | 11.97 | 17.60 | 27.95 |
| Draw Down(%) | NA | 9.68 | 18.53 | 36.44 | 36.44 | NA | NA | 64.90 | 9.35 | 18.53 | 5.91 | 36.44 | 5.88 | 19.14 | 4.51 | 13.70 | 15.85 | 10.30 | 5.10 | 13.94 | 24.83 | 17.34 | 30.66 | 55.77 | 19.13 | 10.75 | 7.79 | 8.51 | 16.35 | 39.35 |
| Yield(%) | 0.00 | 6.36 | 6.19 | 5.91 | 5.81 | 9.78 | 6.66 | 6.56 | 0.20 | 5.69 | 7.79 | 2.35 | 6.36 | 6.29 | 5.22 | 2.15 | 7.86 | 8.32 | 1.03 | 2.17 | 1.32 | 0.58 | 0.89 | 1.46 | 15.10 | 9.15 | 3.56 | 0.23 | 0.00 | 0.00 |
Data as of 11/06/2023, AR inception is 02/25/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVOYX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS Y) |
-20.48%
Feb 2006 - Feb 2009 |
-8.67%
Feb 2004 - Feb 2009 |
4.20%
Feb 2006 - Feb 2016 |
5.32%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVOYX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS Y) |
30.80%
Feb 2009 - Feb 2012 |
26.52%
Feb 2009 - Feb 2014 |
15.91%
Feb 2009 - Feb 2019 |
11.18%
Oct 2008 - Oct 2023 |
Annualized Rolling Returns Comparison Chart