Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ITTRX (THE HARTFORD BALANCED FUND CLASS R3) | 5.35% | 6.56% | 7.37% | 3.56% | 4.00% | 6.42% | NA | 4.77% |
Data as of 07/17/2025, AR inception is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITTRX (THE HARTFORD BALANCED FUND CLASS R3) | 12/27/2006 | 07/17/2025 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.40 | 6.56 | 7.37 | 3.56 | 4.00 | 6.42 | NA | 4.77 | 5.35 | 5.95 | 9.93 | -12.04 | 2.32 | 5.88 | 14.69 | -5.61 | 14.74 | 5.40 | -0.61 | 9.25 | 20.00 | 10.95 | 1.15 | 11.59 | 30.04 | -32.50 | 5.90 | -0.35 |
| Sharpe Ratio | NA | 0.55 | 0.63 | 0.24 | 0.34 | NA | NA | 0.30 | 1.01 | 0.47 | 1.19 | -1.50 | 0.31 | 0.49 | 2.82 | -0.67 | 3.05 | 0.59 | -0.06 | 1.20 | 2.56 | 1.30 | 0.07 | 0.93 | 1.45 | -1.11 | 0.27 | -29.83 |
| Standard Deviation(%) | NA | 6.56 | 6.39 | 6.80 | 8.07 | NA | NA | 12.12 | 7.55 | 5.00 | 5.31 | 8.98 | 7.31 | 11.40 | 4.68 | 10.48 | 4.64 | 8.82 | 10.48 | 7.70 | 7.81 | 8.47 | 15.34 | 12.33 | 20.70 | 30.14 | 10.40 | 1.30 |
| Draw Down(%) | NA | 7.05 | 8.71 | 20.12 | 20.12 | NA | NA | 45.93 | 7.05 | 2.71 | 5.17 | 16.91 | 6.13 | 19.42 | 2.31 | 12.83 | 1.98 | 6.50 | 8.94 | 5.65 | 4.74 | 7.42 | 13.75 | 11.32 | 19.23 | 43.14 | 6.83 | 0.35 |
| Yield(%) | 0.00 | 5.03 | 4.57 | 3.56 | 4.64 | 5.50 | 3.95 | 4.39 | 2.43 | 4.60 | 3.64 | 3.46 | 2.64 | 2.73 | 17.30 | 7.20 | 0.99 | 1.16 | 1.53 | 0.95 | 1.03 | 1.33 | 1.13 | 1.08 | 1.64 | 1.77 | 13.05 | 0.00 |
Data as of 07/17/2025, AR inception is 12/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITTRX (THE HARTFORD BALANCED FUND CLASS R3) |
-6.03%
Jun 2007 - Jun 2010 |
0.07%
May 2007 - May 2012 |
3.57%
Oct 2013 - Oct 2023 |
3.41%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITTRX (THE HARTFORD BALANCED FUND CLASS R3) |
21.06%
Feb 2009 - Feb 2012 |
17.57%
Feb 2009 - Feb 2014 |
11.38%
Feb 2009 - Feb 2019 |
8.36%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart