Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ITTSX (THE HARTFORD BALANCED FUND CLASS R4) | 4.63% | 5.59% | 7.35% | 3.67% | 2.81% | 5.73% | NA | 4.25% |
Data as of 07/16/2025, AR inception is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITTSX (THE HARTFORD BALANCED FUND CLASS R4) | 12/27/2006 | 07/16/2025 |
| 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 (%) | -0.50 | 5.59 | 7.35 | 3.67 | 2.81 | 5.73 | NA | 4.25 | 4.63 | 5.29 | 10.16 | -11.79 | 2.58 | 6.18 | 0.56 | -5.34 | 15.09 | 5.69 | -0.33 | 9.65 | 20.34 | 11.22 | 1.48 | 11.90 | 30.29 | -32.28 | 6.25 | -0.35 |
| Sharpe Ratio | NA | 0.49 | 0.63 | 0.26 | 0.17 | NA | NA | 0.25 | 0.87 | -0.25 | 1.11 | -1.47 | 0.35 | 0.52 | -0.06 | -0.64 | 3.11 | 0.62 | -0.03 | 1.25 | 2.58 | 1.33 | 0.09 | 0.96 | 1.46 | -1.10 | 0.31 | -29.83 |
| Standard Deviation(%) | NA | 6.57 | 6.40 | 6.80 | 9.12 | NA | NA | 12.52 | 7.54 | 5.12 | 5.34 | 9.01 | 7.30 | 11.39 | 14.24 | 10.43 | 4.68 | 8.81 | 10.49 | 7.71 | 7.85 | 8.48 | 15.34 | 12.37 | 20.74 | 30.15 | 10.39 | 1.30 |
| Draw Down(%) | NA | 6.99 | 8.64 | 19.87 | 27.76 | NA | NA | 45.73 | 6.99 | 3.25 | 5.09 | 16.74 | 6.01 | 19.34 | 12.58 | 12.61 | 2.01 | 6.49 | 8.90 | 5.65 | 4.73 | 7.36 | 13.64 | 11.27 | 19.16 | 42.99 | 6.83 | 0.35 |
| Yield(%) | 0.00 | 4.72 | 4.66 | 3.72 | 3.47 | 4.35 | 3.33 | 3.70 | 1.94 | 4.92 | 3.92 | 3.72 | 2.94 | 2.95 | 3.53 | 7.46 | 1.35 | 1.41 | 1.75 | 1.29 | 1.29 | 1.59 | 1.39 | 1.37 | 1.86 | 2.04 | 13.40 | 0.00 |
Data as of 07/16/2025, 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 |
|---|---|---|---|---|
| ITTSX (THE HARTFORD BALANCED FUND CLASS R4) |
-6.69%
Sep 2019 - Sep 2022 |
-2.07%
Sep 2018 - Sep 2023 |
2.48%
Oct 2013 - Oct 2023 |
2.78%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITTSX (THE HARTFORD BALANCED FUND CLASS R4) |
21.39%
Feb 2009 - Feb 2012 |
17.89%
Feb 2009 - Feb 2014 |
11.70%
Feb 2009 - Feb 2019 |
7.69%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart