Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ITHVX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS R6) | 4.47% | 13.56% | 14.74% | 11.60% | 10.54% | NA | NA | 10.92% |
Data as of 07/25/2025, AR inception is 11/10/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITHVX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS R6) | 11/10/2014 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.03 | 13.56 | 14.74 | 11.60 | 10.54 | NA | NA | 10.92 | 4.47 | 21.13 | 19.37 | -17.57 | 15.65 | 21.21 | 30.94 | -4.84 | 21.85 | 4.52 | 1.52 | 0.21 |
| Sharpe Ratio | NA | 0.35 | 0.74 | 0.55 | 0.47 | NA | NA | 0.48 | 0.15 | 1.42 | 1.20 | -0.78 | 1.14 | 0.61 | 2.42 | -0.38 | 2.73 | 0.28 | 0.09 | 0.12 |
| Standard Deviation(%) | NA | 19.28 | 16.85 | 17.31 | 18.52 | NA | NA | 18.19 | 22.75 | 12.33 | 13.20 | 24.34 | 13.75 | 34.03 | 12.19 | 16.46 | 7.80 | 15.39 | 15.80 | 13.30 |
| Draw Down(%) | NA | 19.69 | 19.69 | 26.40 | 36.30 | NA | NA | 36.30 | 19.55 | 7.73 | 11.60 | 25.67 | 7.54 | 36.30 | 5.99 | 19.22 | 3.34 | 15.12 | 14.02 | 6.01 |
| Yield(%) | 0.00 | 8.60 | 5.48 | 7.28 | 7.82 | 5.69 | 4.26 | 8.53 | 0.00 | 9.65 | 0.81 | 3.99 | 13.70 | 5.01 | 5.44 | 13.27 | 13.94 | 0.77 | 8.01 | 23.57 |
Data as of 07/25/2025, AR inception is 11/10/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITHVX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS R6) |
2.57%
Apr 2021 - Apr 2024 |
4.12%
Mar 2015 - Mar 2020 |
9.04%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITHVX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS R6) |
22.44%
Dec 2018 - Dec 2021 |
16.81%
Oct 2016 - Oct 2021 |
11.02%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart