Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ITHSX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS R4) | 9.25% | 22.31% | 16.90% | 4.84% | 9.54% | 9.65% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITHSX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS R4) | 12/27/2006 | 06/04/2026 |
| 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 (%) | 0.13 | 22.31 | 16.90 | 4.84 | 9.54 | 9.65 | NA | … | … | 9.25 | 10.34 | 20.64 | 18.90 | -21.49 | 1.40 | 16.08 | 30.39 | -5.22 | 21.38 | 4.10 | 1.14 | 6.87 | 41.74 | 20.24 | -15.24 | 12.92 | 43.03 | -46.10 | 16.14 | -0.34 |
| Sharpe Ratio | NA | 1.74 | 0.98 | 0.14 | 0.43 | NA | NA | … | … | 1.62 | 0.41 | 1.38 | 1.17 | -0.94 | 0.07 | 0.46 | 2.37 | -0.40 | 2.67 | 0.25 | 0.07 | 0.53 | 3.21 | 1.32 | -0.56 | 0.71 | 1.51 | -1.13 | 0.70 | -11.65 |
| Standard Deviation(%) | NA | 12.19 | 14.70 | 17.82 | 18.55 | NA | NA | … | … | 13.78 | 18.42 | 12.34 | 13.19 | 24.48 | 18.44 | 34.27 | 12.19 | 16.47 | 7.79 | 15.37 | 15.82 | 13.01 | 12.98 | 15.38 | 27.34 | 18.11 | 28.47 | 41.55 | 18.55 | 3.32 |
| Draw Down(%) | NA | 10.16 | 19.78 | 35.46 | 36.32 | NA | NA | … | … | 10.16 | 19.62 | 7.75 | 11.68 | 25.91 | 17.07 | 36.32 | 6.07 | 19.33 | 3.37 | 15.17 | 14.10 | 9.87 | 6.32 | 14.14 | 28.65 | 16.84 | 25.10 | 56.95 | 12.39 | 0.34 |
| Yield(%) | 0.00 | 5.79 | 5.86 | 2.81 | 5.44 | 7.27 | 5.36 | … | … | 0.00 | 5.72 | 9.41 | 0.39 | 0.13 | 0.00 | 0.22 | 5.00 | 13.17 | 13.73 | 0.18 | 7.83 | 25.53 | 5.26 | 0.72 | 1.46 | 0.00 | 0.00 | 0.90 | 9.27 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| ITHSX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS R4) |
-9.72%
Jun 2007 – Jun 2010 |
-4.32%
Oct 2007 – Oct 2012 |
4.79%
Oct 2007 – Oct 2017 |
4.23%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITHSX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS R4) |
24.45%
Sep 2011 – Sep 2014 |
22.77%
Feb 2009 – Feb 2014 |
15.01%
Feb 2009 – Feb 2019 |
11.93%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart