Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ITTAX (THE HARTFORD BALANCED FUND CLASS A) | 5.51% | 15.39% | 10.28% | 3.77% | 5.55% | 6.41% | 5.66% | … | … |
Data as of 06/03/2026, Common starting date is 11/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITTAX (THE HARTFORD BALANCED FUND CLASS A) | 11/19/1996 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.84 | 15.39 | 10.28 | 3.77 | 5.55 | 6.41 | 5.66 | … | … | 5.51 | 12.90 | 6.22 | 10.25 | -11.77 | 2.56 | 6.11 | 14.98 | -5.34 | 15.12 | 5.65 | -0.39 | 9.58 | 20.28 | 11.22 | 1.34 | 11.84 | 30.30 | -32.31 | 6.17 | 10.17 | 6.75 | 3.66 | 17.85 | -13.22 | -5.21 | 0.91 | 12.04 | 21.09 | 23.30 | -0.57 |
| Sharpe Ratio | NA | 2.17 | 1.20 | 0.16 | 0.51 | NA | NA | … | … | 1.36 | 1.62 | 0.50 | 1.25 | -1.48 | 0.35 | 0.51 | 2.89 | -0.65 | 3.13 | 0.62 | -0.04 | 1.25 | 2.59 | 1.33 | 0.09 | 0.95 | 1.46 | -1.10 | 0.29 | 0.91 | 0.65 | 0.34 | 1.64 | -0.91 | -0.63 | -0.27 | 0.76 | 1.49 | 1.59 | -1.00 |
| Standard Deviation(%) | NA | 5.71 | 5.95 | 6.86 | 7.54 | NA | NA | … | … | 7.31 | 6.22 | 5.16 | 5.30 | 8.97 | 7.34 | 11.45 | 4.68 | 10.44 | 4.64 | 8.81 | 10.43 | 7.67 | 7.83 | 8.49 | 15.29 | 12.33 | 20.72 | 30.13 | 10.43 | 7.49 | 6.95 | 7.89 | 10.41 | 15.84 | 12.30 | 12.41 | 11.45 | 11.85 | 12.30 | 8.69 |
| Draw Down(%) | NA | 5.36 | 7.03 | 19.85 | 19.85 | NA | NA | … | … | 5.36 | 7.03 | 2.71 | 5.13 | 16.68 | 6.10 | 19.43 | 2.26 | 12.60 | 1.95 | 6.47 | 8.89 | 5.64 | 4.73 | 7.38 | 13.63 | 11.27 | 19.18 | 43.01 | 6.79 | 5.97 | 4.50 | 6.15 | 8.04 | 22.20 | 16.99 | 7.09 | 8.34 | 11.34 | 7.17 | 3.42 |
| Yield(%) | 0.56 | 6.54 | 5.72 | 4.24 | 5.50 | 5.62 | 5.09 | … | … | 2.40 | 6.65 | 5.05 | 4.04 | 3.84 | 3.03 | 3.04 | 17.84 | 7.57 | 1.35 | 1.37 | 1.77 | 1.23 | 1.27 | 1.55 | 1.32 | 1.27 | 1.83 | 2.02 | 13.45 | 2.50 | 1.52 | 2.00 | 1.40 | 1.40 | 1.86 | 6.47 | 3.54 | 3.75 | 2.18 | 0.69 |
Data as of 06/03/2026, Common starting date is 11/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITTAX (THE HARTFORD BALANCED FUND CLASS A) |
-11.77%
Feb 2006 – Feb 2009 |
-5.28%
Feb 2004 – Feb 2009 |
-1.63%
Feb 1999 – Feb 2009 |
3.66%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITTAX (THE HARTFORD BALANCED FUND CLASS A) |
21.31%
Feb 2009 – Feb 2012 |
17.82%
Feb 2009 – Feb 2014 |
11.65%
Feb 2009 – Feb 2019 |
8.63%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart