Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ITDGX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS B) | NA | 17.63% | 7.74% | 11.68% | 5.76% | 8.79% | 6.63% | 7.72% |
Data as of 09/25/2017, AR inception is 12/24/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITDGX (THE HARTFORD DIVIDEND AND GROWTH 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 | 17.63 | 7.74 | 11.68 | 5.76 | 8.79 | 6.63 | 7.72 | 9.09 | 13.23 | -2.50 | 11.09 | 29.78 | 11.94 | 0.05 | 11.67 | 22.64 | -32.56 | 6.83 | 18.78 | 4.52 | 11.01 | 24.72 | -14.78 | -5.25 | 9.49 | 3.82 | 13.63 | 30.07 | -0.99 |
| Sharpe Ratio | NA | 2.01 | 0.57 | 0.95 | 0.27 | NA | NA | 0.22 | 1.64 | 0.96 | -0.16 | 1.01 | 2.76 | 0.98 | 0.00 | 0.67 | 0.82 | -0.84 | 0.25 | 1.60 | 0.23 | 1.00 | 1.61 | -0.69 | -0.51 | 0.33 | 0.04 | 0.62 | -1.31 | -3.44 |
| Standard Deviation(%) | NA | 7.93 | 13.16 | 12.20 | 20.37 | NA | NA | 17.89 | 7.35 | 13.45 | 15.65 | 10.99 | 10.77 | 12.28 | 22.71 | 17.29 | 27.54 | 39.60 | 15.26 | 9.70 | 10.09 | 10.09 | 14.95 | 22.86 | 15.17 | 16.47 | 13.96 | 16.56 | 19.20 | 14.55 |
| Draw Down(%) | NA | 3.60 | 14.59 | 14.59 | 51.67 | NA | NA | 51.76 | 3.60 | 9.73 | 12.99 | 8.08 | 4.99 | 9.95 | 19.99 | 14.71 | 27.10 | 45.30 | 9.12 | 8.15 | 7.12 | 6.11 | 14.63 | 31.13 | 18.52 | 11.56 | 11.78 | 16.78 | 8.90 | 1.72 |
| Yield(%) | 0.00 | 3.71 | 6.88 | 7.41 | 4.21 | 6.34 | 5.00 | 6.12 | 0.02 | 4.12 | 8.69 | 9.93 | 8.59 | 2.68 | 0.61 | 0.51 | 0.85 | 0.73 | 6.55 | 7.79 | 4.46 | 1.45 | 0.16 | 0.07 | 1.73 | 5.71 | 2.46 | 0.83 | 1.85 | 0.57 |
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 |
|---|---|---|---|---|
| ITDGX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS B) |
-12.04%
Feb 2006 - Feb 2009 |
-4.44%
Feb 2004 - Feb 2009 |
-0.47%
Feb 1999 - Feb 2009 |
4.63%
Mar 1998 - Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITDGX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS B) |
21.49%
Feb 2009 - Feb 2012 |
19.65%
Feb 2009 - Feb 2014 |
8.83%
Apr 1997 - Apr 2007 |
7.98%
Aug 2002 - Aug 2017 |
Annualized Rolling Returns Comparison Chart