Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ITHTX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS R5) | 9.38% | 22.65% | 17.23% | 5.24% | 9.93% | 10.02% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITHTX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS R5) | 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 | 22.65 | 17.23 | 5.24 | 9.93 | 10.02 | NA | … | … | 9.38 | 6.77 | 21.00 | 19.25 | -21.14 | 2.01 | 16.57 | 30.75 | -4.95 | 21.76 | 4.41 | 1.46 | 7.19 | 42.13 | 20.61 | -14.99 | 13.26 | 43.47 | -45.93 | 16.41 | -0.34 |
| Sharpe Ratio | NA | 1.77 | 1.00 | 0.16 | 0.45 | NA | NA | … | … | 1.64 | 0.21 | 1.41 | 1.19 | -0.93 | 0.11 | 0.47 | 2.40 | -0.39 | 2.71 | 0.27 | 0.09 | 0.55 | 3.25 | 1.35 | -0.55 | 0.73 | 1.52 | -1.13 | 0.72 | -9.99 |
| Standard Deviation(%) | NA | 12.17 | 14.69 | 17.76 | 18.52 | NA | NA | … | … | 13.77 | 19.12 | 12.33 | 13.20 | 24.45 | 18.21 | 34.24 | 12.19 | 16.48 | 7.83 | 15.39 | 15.80 | 13.00 | 12.96 | 15.33 | 27.32 | 18.12 | 28.48 | 41.50 | 18.53 | 3.87 |
| Draw Down(%) | NA | 10.09 | 19.70 | 35.06 | 36.30 | NA | NA | … | … | 10.09 | 19.57 | 7.74 | 11.62 | 25.74 | 16.77 | 36.30 | 6.00 | 19.25 | 3.34 | 15.14 | 14.01 | 9.85 | 6.30 | 14.11 | 28.55 | 16.77 | 25.08 | 56.85 | 12.39 | 0.34 |
| Yield(%) | 0.00 | 5.91 | 6.07 | 3.01 | 5.73 | 7.56 | 5.63 | … | … | 0.00 | 5.85 | 9.61 | 0.69 | 0.38 | 0.26 | 0.52 | 5.36 | 13.24 | 13.90 | 0.67 | 8.00 | 25.48 | 5.35 | 1.13 | 1.76 | 0.00 | 0.00 | 0.99 | 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 |
|---|---|---|---|---|
| ITHTX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS R5) |
-9.46%
Jun 2007 – Jun 2010 |
-4.03%
Oct 2007 – Oct 2012 |
5.10%
Oct 2007 – Oct 2017 |
4.57%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITHTX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS R5) |
24.84%
Sep 2011 – Sep 2014 |
23.15%
Feb 2009 – Feb 2014 |
15.36%
Feb 2009 – Feb 2019 |
12.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart