Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| IHGIX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS A) | 8.64% | 2.62% | -3.79% | 4.98% | 10.17% | 7.85% | 9.97% | 8.16% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IHGIX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS A) | 09/25/1996 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 09/25/1996.
AR inception is since 09/25/1996.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.25 | -3.79 | 4.98 | 10.17 | 7.85 | 9.97 | 8.16 | 8.64 | 2.62 | 3.08 | 13.42 | -12.89 | 24.85 | 5.47 | 27.81 | -5.72 | 17.91 | 14.31 | -1.62 | 12.12 | 30.93 | 13.00 | 0.87 | 12.60 | 23.69 | -31.94 | 7.77 | 19.56 | 5.42 | 12.01 | 25.66 | -14.19 | -4.57 | 10.04 | 4.57 | 14.47 | 31.00 | 8.06 |
| Sharpe Ratio | NA | -0.61 | -0.02 | 0.49 | 0.35 | NA | NA | 0.38 | 0.14 | -0.27 | 0.79 | -0.71 | 1.89 | 0.15 | 2.30 | -0.46 | 2.51 | 1.05 | -0.11 | 1.10 | 2.87 | 1.06 | 0.04 | 0.73 | 0.86 | -0.83 | 0.32 | 1.68 | 0.32 | 1.11 | 1.67 | -0.67 | -0.46 | 0.36 | 0.10 | 0.67 | 1.87 | 3.56 |
| Standard Deviation(%) | NA | 17.16 | 15.76 | 16.12 | 17.44 | NA | NA | 17.84 | 20.69 | 12.94 | 11.64 | 20.07 | 13.11 | 35.00 | 11.47 | 15.44 | 6.92 | 13.46 | 15.64 | 11.00 | 10.76 | 12.27 | 22.74 | 17.22 | 27.51 | 39.59 | 15.22 | 9.72 | 10.05 | 9.99 | 15.00 | 22.93 | 15.19 | 16.45 | 13.93 | 16.56 | 14.60 | 8.55 |
| Draw Down(%) | NA | 21.03 | 21.03 | 21.03 | 34.99 | NA | NA | 51.06 | 13.93 | 13.29 | 9.23 | 18.97 | 5.80 | 34.99 | 5.95 | 17.65 | 3.49 | 9.63 | 12.80 | 8.03 | 4.94 | 9.81 | 19.70 | 14.63 | 26.97 | 44.83 | 9.06 | 8.08 | 7.02 | 5.82 | 14.60 | 30.84 | 18.37 | 11.51 | 11.66 | 16.70 | 8.85 | 3.69 |
| Yield(%) | 0.00 | 1.13 | 1.37 | 1.74 | 4.77 | 7.17 | 6.17 | 8.75 | 0.00 | 1.62 | 1.47 | 1.12 | 1.21 | 1.42 | 5.19 | 10.52 | 12.16 | 5.17 | 9.48 | 10.78 | 9.49 | 3.61 | 1.52 | 1.41 | 1.68 | 1.50 | 7.35 | 8.36 | 5.25 | 2.21 | 0.94 | 0.62 | 2.39 | 6.19 | 3.13 | 1.46 | 2.34 | 0.76 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHGIX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS A) |
-11.33%
Feb 2006 - Feb 2009 |
-3.65%
Feb 2004 - Feb 2009 |
0.29%
Feb 1999 - Feb 2009 |
5.45%
Mar 1998 - Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHGIX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS A) |
22.55%
Feb 2009 - Feb 2012 |
20.70%
Feb 2009 - Feb 2014 |
14.65%
Feb 2009 - Feb 2019 |
12.78%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart