Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ITTTX (THE HARTFORD BALANCED FUND CLASS R5) | 5.64% | 7.12% | 7.95% | 4.12% | 3.20% | 6.09% | NA | 4.61% |
Data as of 07/17/2025, AR inception is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITTTX (THE HARTFORD BALANCED FUND CLASS R5) | 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 | 7.12 | 7.95 | 4.12 | 3.20 | 6.09 | NA | 4.61 | 5.64 | 6.52 | 10.54 | -11.54 | 2.91 | 6.45 | 0.84 | -5.06 | 15.49 | 5.98 | -0.04 | 9.95 | 20.71 | 11.64 | 1.79 | 12.20 | 30.76 | -32.09 | 6.55 | -0.35 |
| Sharpe Ratio | NA | 0.63 | 0.72 | 0.33 | 0.22 | NA | NA | 0.28 | 1.09 | 0.58 | 1.30 | -1.45 | 0.39 | 0.54 | -0.04 | -0.62 | 3.23 | 0.65 | -0.01 | 1.29 | 2.64 | 1.37 | 0.11 | 0.98 | 1.48 | -1.09 | 0.33 | -29.83 |
| Standard Deviation(%) | NA | 6.54 | 6.37 | 6.79 | 9.11 | NA | NA | 12.51 | 7.51 | 4.96 | 5.32 | 8.96 | 7.34 | 11.38 | 14.27 | 10.44 | 4.62 | 8.81 | 10.46 | 7.72 | 7.83 | 8.50 | 15.27 | 12.36 | 20.73 | 30.14 | 10.37 | 1.30 |
| Draw Down(%) | NA | 6.95 | 8.59 | 19.61 | 27.69 | NA | NA | 45.47 | 6.95 | 2.71 | 5.00 | 16.54 | 5.97 | 19.31 | 12.57 | 12.37 | 1.93 | 6.44 | 8.80 | 5.58 | 4.73 | 7.35 | 13.55 | 11.19 | 19.14 | 42.83 | 6.82 | 0.35 |
| Yield(%) | 0.00 | 5.65 | 5.20 | 4.15 | 3.83 | 4.88 | 3.68 | 4.09 | 2.70 | 5.25 | 4.26 | 4.02 | 3.28 | 3.28 | 3.94 | 7.73 | 1.64 | 1.70 | 2.08 | 1.58 | 1.66 | 1.94 | 1.69 | 1.64 | 2.19 | 2.33 | 13.62 | 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 |
|---|---|---|---|---|
| ITTTX (THE HARTFORD BALANCED FUND CLASS R5) |
-6.41%
Sep 2019 - Sep 2022 |
-1.78%
Sep 2018 - Sep 2023 |
2.78%
Oct 2013 - Oct 2023 |
3.09%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITTTX (THE HARTFORD BALANCED FUND CLASS R5) |
21.77%
Feb 2009 - Feb 2012 |
18.25%
Feb 2009 - Feb 2014 |
12.03%
Feb 2009 - Feb 2019 |
8.02%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart