Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ITTIX (THE HARTFORD BALANCED FUND CLASS I) | 5.78% | 7.65% | 7.45% | 4.95% | 5.15% | NA | NA | 5.22% |
Data as of 07/23/2025, AR inception is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITTIX (THE HARTFORD BALANCED FUND CLASS I) | 04/02/2015 | 07/23/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.03 | 7.65 | 7.45 | 4.95 | 5.15 | NA | NA | 5.22 | 5.78 | 6.54 | 10.58 | -11.49 | 7.30 | 6.51 | 15.32 | -4.97 | 15.39 | 6.01 | -1.54 |
| Sharpe Ratio | NA | 0.54 | 0.69 | 0.44 | 0.45 | NA | NA | 0.46 | 0.86 | 0.59 | 1.31 | -1.44 | 1.29 | 0.55 | 2.96 | -0.61 | 3.20 | 0.66 | -0.19 |
| Standard Deviation(%) | NA | 6.58 | 6.40 | 6.47 | 7.92 | NA | NA | 7.90 | 7.50 | 4.98 | 5.34 | 8.98 | 5.62 | 11.41 | 4.68 | 10.37 | 4.63 | 8.78 | 10.78 |
| Draw Down(%) | NA | 7.01 | 8.60 | 16.51 | 19.37 | NA | NA | 19.37 | 7.01 | 2.67 | 4.99 | 16.51 | 3.19 | 19.37 | 2.25 | 12.28 | 1.95 | 6.42 | 8.80 |
| Yield(%) | 0.00 | 5.16 | 5.03 | 5.03 | 5.71 | 3.85 | 2.89 | 5.77 | 2.10 | 5.40 | 4.39 | 4.15 | 7.68 | 3.40 | 18.22 | 7.89 | 1.60 | 1.72 | 1.76 |
Data as of 07/23/2025, AR inception is 04/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITTIX (THE HARTFORD BALANCED FUND CLASS I) |
-0.73%
Sep 2019 - Sep 2022 |
1.77%
Sep 2018 - Sep 2023 |
4.74%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITTIX (THE HARTFORD BALANCED FUND CLASS I) |
10.06%
Sep 2015 - Sep 2018 |
8.11%
Jan 2016 - Jan 2021 |
5.16%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart