Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IHABX (THE HARTFORD BALANCED FUND CLASS B) | NA | 9.65% | 5.13% | 7.78% | 4.30% | 5.94% | 4.85% | 5.66% |
Data as of 09/25/2017, AR inception is 12/24/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IHABX (THE HARTFORD BALANCED FUND CLASS B) | 12/24/1996 | 09/25/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.65 | 5.13 | 7.78 | 4.30 | 5.94 | 4.85 | 5.66 | 8.84 | 4.73 | -1.25 | 8.60 | 19.24 | 10.25 | 0.47 | 10.93 | 29.23 | -32.88 | 5.24 | 9.42 | 5.91 | 2.91 | 17.00 | -13.83 | -5.85 | 0.16 | 11.28 | 20.27 | 22.38 | -0.99 |
| Sharpe Ratio | NA | 1.61 | 0.56 | 0.92 | 0.27 | NA | NA | 0.16 | 2.36 | 0.51 | -0.12 | 1.12 | 2.44 | 1.22 | 0.03 | 0.88 | 1.41 | -1.12 | 0.21 | 0.82 | 0.54 | 0.25 | 1.58 | -0.94 | -0.68 | -0.31 | 0.70 | 1.42 | -2.58 | -4.77 |
| Standard Deviation(%) | NA | 5.23 | 8.77 | 8.31 | 14.80 | NA | NA | 13.01 | 4.97 | 8.82 | 10.47 | 7.70 | 7.86 | 8.46 | 15.26 | 12.34 | 20.70 | 30.10 | 10.41 | 7.49 | 6.95 | 7.93 | 10.33 | 15.85 | 12.30 | 12.38 | 11.48 | 11.94 | 12.66 | 10.53 |
| Draw Down(%) | NA | 3.78 | 10.39 | 10.39 | 46.47 | NA | NA | 46.47 | 2.08 | 6.55 | 9.14 | 5.76 | 4.82 | 7.56 | 13.94 | 11.46 | 19.36 | 43.41 | 6.91 | 6.11 | 4.60 | 6.62 | 8.05 | 22.61 | 17.36 | 7.16 | 8.51 | 11.42 | 7.22 | 1.43 |
| Yield(%) | 0.00 | 0.10 | 0.44 | 0.48 | 1.59 | 2.00 | 2.27 | 2.68 | 0.07 | 0.29 | 0.82 | 0.24 | 0.27 | 0.49 | 0.39 | 0.34 | 0.81 | 1.27 | 12.67 | 1.81 | 0.74 | 1.26 | 0.64 | 0.76 | 1.17 | 5.84 | 2.93 | 3.18 | 1.69 | 0.70 |
Data as of 09/25/2017, AR inception is 12/24/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHABX (THE HARTFORD BALANCED FUND CLASS B) |
-12.48%
Feb 2006 - Feb 2009 |
-6.00%
Feb 2004 - Feb 2009 |
-2.35%
Feb 1999 - Feb 2009 |
2.87%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHABX (THE HARTFORD BALANCED FUND CLASS B) |
20.30%
Feb 2009 - Feb 2012 |
16.82%
Feb 2009 - Feb 2014 |
6.35%
Mar 1997 - Mar 2007 |
5.54%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart