Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ITHRX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS R3) | 9.07% | 22.08% | 16.51% | 4.47% | 9.18% | 9.14% | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITHRX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS R3) | 12/27/2006 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.62 | 22.08 | 16.51 | 4.47 | 9.18 | 9.14 | NA | … | … | 9.07 | 9.99 | 20.28 | 18.51 | -21.91 | 0.47 | 15.51 | 30.00 | -5.54 | 21.02 | 3.79 | 0.83 | 6.53 | 41.29 | 19.86 | -15.47 | 12.56 | 42.52 | -46.28 | 15.76 | -0.37 |
| Sharpe Ratio | NA | 1.71 | 0.95 | 0.11 | 0.41 | NA | NA | … | … | 1.59 | 0.39 | 1.35 | 1.14 | -0.96 | 0.02 | 0.44 | 2.34 | -0.42 | 2.63 | 0.23 | 0.05 | 0.50 | 3.18 | 1.30 | -0.57 | 0.69 | 1.49 | -1.13 | 0.68 | -11.30 |
| Standard Deviation(%) | NA | 12.19 | 14.70 | 17.91 | 18.60 | NA | NA | … | … | 13.79 | 18.41 | 12.33 | 13.19 | 24.50 | 18.86 | 34.28 | 12.20 | 16.48 | 7.79 | 15.38 | 15.82 | 13.01 | 12.97 | 15.37 | 27.33 | 18.14 | 28.49 | 41.53 | 18.55 | 3.60 |
| Draw Down(%) | NA | 10.22 | 19.86 | 36.02 | 36.36 | NA | NA | … | … | 10.22 | 19.68 | 7.77 | 11.76 | 26.08 | 17.59 | 36.36 | 6.11 | 19.43 | 3.38 | 15.19 | 14.17 | 9.89 | 6.35 | 14.18 | 28.75 | 16.89 | 25.15 | 56.99 | 12.44 | 0.37 |
| Yield(%) | 0.00 | 6.04 | 5.95 | 2.81 | 5.40 | 7.03 | 5.20 | … | … | 0.00 | 5.95 | 9.74 | 0.04 | 0.00 | 0.00 | 0.00 | 4.88 | 13.42 | 13.67 | 0.04 | 7.75 | 25.68 | 5.04 | 0.41 | 1.26 | 0.00 | 0.00 | 0.87 | 9.27 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITHRX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS R3) |
-10.02%
Jun 2007 – Jun 2010 |
-4.62%
Oct 2007 – Oct 2012 |
4.46%
Oct 2007 – Oct 2017 |
3.85%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITHRX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS R3) |
24.09%
Sep 2011 – Sep 2014 |
22.39%
Feb 2009 – Feb 2014 |
14.65%
Feb 2009 – Feb 2019 |
11.50%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart