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HADAX: HARTFORD BALANCED HLS FUND IA (MUTUAL FUND)
Basic Info 30.71 0.58(1.85%) June 05
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (74%) |
| Start Date: | 03/31/1983 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 11.59% |
| Expenses | 0.91% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/31/1983 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | 4.9 | 14.6 | 12.7 | 2.9 | 6.5 | 6.8 | 4.9 | 16.1 | 12.1 | 11.3 | 14.8 | -24.5 | 13.5 | 5.9 | 22.6 | -5.1 | 15.6 | 6.0 | 0.2 | 9.4 | 19.4 | 8.7 | 0.1 | 10.6 | 30.2 | -31.9 | -5.1 | 2.7 | 1.0 | 3.7 | 18.6 | 737.2 | -12.4 | 774.0 | -1.0 | 18.2 | 16.6 | 10.7 | 22.5 | -8.6 | 4.2 | 1.8 | 14.6 | -6.5 | 15.8 | 9.9 | -1.6 | 4.2 | 19.2 | 0.0 | -1.0 |
| Sharpe Ratio | NA | 0.89 | 1.35 | 0.97 | 0.03 | 0.37 | NA | NA | 0.28 | 0.81 | 0.94 | 1.27 | -1.17 | 1.43 | 0.23 | 2.7 | -0.61 | 3.24 | 0.71 | 0.02 | 1.26 | 2.43 | 0.97 | 0.0 | 0.85 | 1.46 | -1.1 | -0.54 | -0.07 | -0.14 | 0.35 | 1.71 | 3.19 | -1.02 | 3.63 | -0.29 | 1.05 | 0.9 | 0.74 | 2.57 | -1.64 | 0.31 | -0.1 | 1.01 | -0.86 | 1.16 | 0.5 | -0.36 | -0.01 | 1.66 | -0.75 | -1.1 |
| Draw Down(%) | NA | 7.0 | 7.0 | 10.8 | 30.3 | 30.3 | NA | NA | 50.6 | 10.8 | 4.1 | 8.2 | 28.9 | 7.5 | 26.4 | 3.8 | 13.2 | 1.9 | 5.9 | 8.2 | 5.5 | 4.7 | 7.5 | 14.1 | 11.1 | 19.0 | 42.7 | 14.7 | 7.8 | 6.6 | 5.8 | 8.1 | 24.4 | 23.1 | 7.1 | 11.1 | 11.9 | 11.2 | 4.5 | 2.0 | 9.1 | 4.2 | 5.5 | 4.4 | 13.0 | 1.9 | 5.2 | 17.1 | 6.3 | 5.4 | 9.0 | 4.9 |
| Standard Deviation(%) | NA | 10.4 | 8.9 | 9.7 | 13.2 | 13.1 | NA | NA | 49.2 | 11.4 | 8.2 | 8.9 | 22.2 | 9.4 | 24.2 | 7.8 | 10.8 | 4.6 | 8.2 | 9.7 | 7.5 | 8.0 | 9.0 | 15.6 | 12.3 | 20.6 | 29.7 | 15.2 | 10.7 | 9.3 | 7.8 | 10.4 | 230.6 | 14.8 | 212.1 | 15.0 | 14.0 | 14.3 | 9.4 | 7.2 | 7.1 | 6.4 | 6.9 | 10.5 | 13.9 | 8.5 | 10.0 | 16.0 | 10.6 | 8.3 | 9.4 | 7.1 |
| Treynor Ratio | NA | 0.09 | 0.12 | 0.1 | 0.0 | 0.05 | NA | NA | 0.12 | 0.1 | 0.08 | 0.12 | -0.25 | 0.16 | 0.05 | 0.2 | -0.06 | 0.14 | 0.06 | 0.0 | 0.09 | 0.17 | 0.08 | 0.0 | 0.09 | 0.25 | -0.26 | -0.07 | -0.01 | -0.01 | 0.03 | 0.16 | 17.45 | -0.15 | 3.49 | -0.04 | 0.14 | 0.1 | 0.07 | 0.47 | -2.56 | 15.71 | -0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | -0.02 | -0.01 | NA | NA | 0.14 | 0.0 | -0.01 | -0.01 | -0.03 | 0.01 | -0.04 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | -0.02 | -0.02 | 0.02 | -0.02 | -0.04 | -0.03 | -0.01 | -0.03 | -0.01 | 3.51 | -0.04 | 2.94 | -0.06 | -0.01 | -0.03 | -0.01 | 0.03 | -0.05 | 0.01 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.05 | 1.04 | 0.96 | 1.0 | 1.05 | NA | NA | 1.09 | 0.97 | 0.92 | 0.95 | 1.06 | 0.86 | 1.14 | 1.08 | 1.08 | 1.09 | 1.03 | 1.11 | 1.1 | 1.12 | 1.16 | 1.13 | 1.14 | 1.22 | 1.25 | 1.21 | 1.1 | 1.07 | 1.04 | 1.09 | 0.42 | 0.97 | 2.2 | 1.0 | 1.07 | 1.27 | 1.03 | 0.39 | 0.05 | 0.0 | 0.1 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.91 | 0.91 | 0.93 | 0.74 | 0.83 | NA | NA | 0.0 | 0.95 | 0.9 | 0.94 | 0.63 | 0.57 | 0.95 | 0.95 | 0.97 | 0.89 | 0.96 | 0.98 | 0.95 | 0.92 | 0.9 | 0.98 | 0.97 | 0.96 | 0.98 | 0.56 | 0.48 | 0.58 | 0.88 | 0.95 | 0.0 | 0.69 | 0.0 | 0.59 | 0.81 | 0.82 | 0.76 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 11.6 | 9.0 | 4.7 | 5.6 | 5.5 | 4.1 | N/A | 11.9 | 9.3 | 5.1 | 1.5 | 1.1 | 1.7 | 11.7 | 6.5 | 2.6 | 2.9 | 1.9 | 1.5 | 0.0 | 0.0 | 0.0 | 0.0 | 2.6 | 2.8 | 2.4 | 2.5 | 3.4 | 2.1 | 2.6 | 0.0 | 0.0 | 95.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 31.3 | 440.4 | 15.6 | 430.3 | -48.2 | -37.8 | N/A | 31.3 | 99.9 | 152.5 | 50.3 | -30.8 | -84.3 | 59.2 | 184.4 | -7.8 | 48.6 | 35.2 | N/A | N/A | N/A | N/A | -100.0 | -37.9 | 8.1 | -6.7 | -26.4 | 64.3 | -8.9 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/31/1983
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