Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ITTVX (THE HARTFORD BALANCED FUND CLASS R6) | 5.85% | 7.80% | 7.56% | 5.04% | NA | NA | NA | 4.84% |
Data as of 07/23/2025, AR inception is 03/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITTVX (THE HARTFORD BALANCED FUND CLASS R6) | 03/02/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.01 | 7.80 | 7.56 | 5.04 | NA | NA | NA | 4.84 | 5.85 | 6.62 | 10.70 | -11.43 | 7.39 | 6.52 | 15.45 | -4.76 |
| Sharpe Ratio | NA | 0.57 | 0.71 | 0.45 | NA | NA | NA | 0.35 | 0.89 | 0.60 | 1.33 | -1.44 | 1.31 | 0.55 | 2.99 | -0.73 |
| Standard Deviation(%) | NA | 6.57 | 6.38 | 6.46 | NA | NA | NA | 7.61 | 7.44 | 5.01 | 5.33 | 8.94 | 5.62 | 11.41 | 4.68 | 9.78 |
| Draw Down(%) | NA | 6.98 | 8.57 | 16.41 | NA | NA | NA | 19.35 | 6.98 | 2.71 | 4.97 | 16.41 | 3.17 | 19.35 | 2.25 | 12.13 |
| Yield(%) | 0.00 | 5.16 | 5.03 | 5.03 | 4.59 | 3.06 | 2.30 | 6.56 | 2.10 | 5.40 | 4.41 | 4.14 | 7.63 | 3.41 | 18.00 | 7.89 |
Data as of 07/23/2025, AR inception is 03/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITTVX (THE HARTFORD BALANCED FUND CLASS R6) |
-0.67%
Sep 2019 - Sep 2022 |
1.85%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITTVX (THE HARTFORD BALANCED FUND CLASS R6) |
9.71%
Dec 2018 - Dec 2021 |
6.59%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart