Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 09/25/2017.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IHCAX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS B) | NA | 17.84% | 6.71% | 13.53% | 4.31% | 9.60% | 7.91% | 9.15% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IHCAX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS B) | 06/16/1997 | 09/25/2017 |
The return data shown below all have the same latest date: 09/25/2017.
AR inception is since 06/16/1997.
AR inception is since 06/16/1997.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.84 | 6.71 | 13.53 | 4.31 | 9.60 | 7.91 | 9.15 | 14.75 | 3.18 | 0.47 | 6.41 | 40.49 | 19.21 | -15.97 | 11.99 | 41.71 | -46.54 | 15.22 | 14.76 | 14.24 | 17.11 | 39.34 | -23.45 | -7.40 | 7.60 | 65.58 | 2.52 | 19.38 |
| Sharpe Ratio | NA | 1.88 | 0.46 | 0.98 | 0.18 | NA | NA | 0.37 | 2.42 | 0.19 | 0.03 | 0.49 | 3.12 | 1.26 | -0.59 | 0.66 | 1.46 | -1.14 | 0.66 | 0.94 | 1.09 | 1.15 | 2.55 | -1.05 | -0.44 | 0.12 | 3.61 | -0.03 | 2.00 |
| Standard Deviation(%) | NA | 8.64 | 14.16 | 13.63 | 22.35 | NA | NA | 20.77 | 8.33 | 15.39 | 15.80 | 12.96 | 12.96 | 15.34 | 27.32 | 18.12 | 28.48 | 41.57 | 18.54 | 12.21 | 11.02 | 14.02 | 15.17 | 23.41 | 22.69 | 29.03 | 17.27 | 23.26 | 17.37 |
| Draw Down(%) | NA | 4.25 | 20.64 | 20.64 | 59.65 | NA | NA | 59.65 | 3.45 | 15.26 | 14.31 | 9.95 | 6.39 | 14.29 | 28.92 | 16.99 | 25.23 | 57.12 | 12.46 | 12.68 | 9.47 | 10.01 | 14.78 | 34.95 | 29.90 | 26.98 | 11.94 | 38.20 | 14.63 |
| Yield(%) | 0.00 | 0.00 | 12.34 | 12.29 | 5.47 | 10.15 | 8.47 | 10.61 | 0.00 | 0.00 | 10.21 | 31.25 | 6.06 | 0.05 | 0.82 | 0.00 | 0.00 | 0.14 | 10.86 | 9.04 | 10.86 | 0.00 | 0.00 | 0.00 | 0.14 | 18.43 | 9.57 | 0.66 | 4.47 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHCAX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS B) |
-16.84%
Feb 2006 - Feb 2009 |
-5.30%
Feb 2004 - Feb 2009 |
1.20%
Aug 2000 - Aug 2010 |
4.50%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHCAX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS B) |
29.36%
Aug 1998 - Aug 2001 |
21.71%
Feb 2009 - Feb 2014 |
13.24%
Aug 1998 - Aug 2008 |
10.07%
Sep 1998 - Sep 2013 |
Annualized Rolling Returns Comparison Chart