Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ITHAX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS A) | 3.24% | 11.14% | 13.06% | 6.12% | 7.22% | 9.72% | 7.61% | 10.78% |
Data as of 07/03/2025, AR inception is 09/16/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITHAX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS A) | 09/16/1996 | 07/03/2025 |
| 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 (%) | 2.28 | 11.14 | 13.06 | 6.12 | 7.22 | 9.72 | 7.61 | 10.78 | 3.24 | 9.25 | 18.95 | -22.18 | -0.96 | 15.27 | 30.45 | -5.22 | 21.41 | 4.12 | 1.12 | 6.83 | 41.69 | 20.17 | -15.22 | 12.87 | 42.83 | -46.12 | 16.11 | 15.67 | 15.18 | 17.93 | 40.40 | -22.89 | -6.86 | 8.03 | 66.75 | 3.25 | 55.11 | 18.85 |
| Sharpe Ratio | NA | 0.13 | 0.55 | 0.17 | 0.26 | NA | NA | 0.43 | -0.31 | 0.18 | 1.12 | -0.96 | -0.05 | 0.44 | 2.38 | -0.40 | 2.67 | 0.25 | 0.07 | 0.52 | 3.21 | 1.32 | -0.56 | 0.70 | 1.50 | -1.13 | 0.71 | 1.02 | 1.18 | 1.22 | 2.62 | -1.03 | -0.41 | 0.14 | 3.68 | 0.00 | 3.08 | 5.89 |
| Standard Deviation(%) | NA | 19.24 | 17.25 | 18.84 | 19.22 | NA | NA | 20.48 | 24.26 | 15.06 | 13.20 | 24.60 | 20.15 | 34.37 | 12.20 | 16.46 | 7.82 | 15.37 | 15.81 | 13.02 | 12.98 | 15.34 | 27.33 | 18.14 | 28.47 | 41.50 | 18.53 | 12.19 | 11.04 | 13.88 | 15.16 | 23.35 | 22.68 | 28.93 | 17.27 | 23.23 | 16.69 | 13.01 |
| Draw Down(%) | NA | 19.76 | 19.76 | 36.99 | 36.99 | NA | NA | 59.24 | 19.62 | 12.90 | 11.65 | 25.88 | 19.07 | 36.33 | 6.04 | 19.34 | 3.37 | 15.16 | 14.11 | 9.88 | 6.32 | 14.14 | 28.65 | 16.83 | 25.13 | 56.95 | 12.41 | 12.59 | 9.40 | 9.97 | 14.70 | 34.61 | 29.83 | 26.93 | 11.78 | 38.01 | 14.48 | 2.71 |
| Yield(%) | 0.00 | 10.51 | 4.83 | 2.80 | 5.62 | 8.94 | 7.02 | 17.42 | 0.00 | 11.86 | 0.63 | 0.28 | 0.12 | 0.40 | 6.04 | 15.09 | 15.48 | 0.43 | 8.69 | 27.50 | 5.64 | 0.79 | 1.52 | 0.00 | 0.00 | 0.78 | 9.87 | 8.67 | 10.15 | 0.00 | 0.00 | 0.00 | 0.00 | 17.97 | 9.41 | 0.65 | 5.77 | 3.54 |
Data as of 07/03/2025, AR inception is 09/16/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITHAX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS A) |
-16.19%
Feb 2006 - Feb 2009 |
-4.56%
Feb 2004 - Feb 2009 |
1.93%
Aug 2000 - Aug 2010 |
4.00%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITHAX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS A) |
43.90%
Mar 1997 - Mar 2000 |
22.71%
Feb 2009 - Feb 2014 |
17.22%
Oct 1996 - Oct 2006 |
11.62%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart