Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBATX (HARTFORD MODERATE ALLOCATION FUND CLASS R5) | 5.22% | 15.78% | 13.38% | 4.47% | 6.74% | 5.64% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBATX (HARTFORD MODERATE ALLOCATION FUND CLASS R5) | 12/27/2006 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.88 | 15.78 | 13.38 | 4.47 | 6.74 | 5.64 | NA | … | … | 5.22 | 7.79 | 12.19 | 12.91 | -17.11 | 4.98 | 8.95 | 18.48 | -5.69 | 15.06 | 4.83 | -2.41 | 0.79 | 9.90 | 12.40 | -0.96 | 12.80 | 27.95 | -29.32 | 8.96 | -0.33 |
| Sharpe Ratio | NA | 1.57 | 1.11 | 0.19 | 0.48 | NA | NA | … | … | 0.99 | 0.38 | 1.10 | 1.17 | -1.27 | 0.52 | 0.45 | 2.45 | -0.78 | 2.99 | 0.49 | -0.29 | 0.13 | 1.53 | 1.62 | -0.07 | 1.13 | 1.65 | -1.34 | 0.59 | -20.10 |
| Standard Deviation(%) | NA | 8.37 | 9.14 | 10.47 | 10.72 | NA | NA | … | … | 10.22 | 13.06 | 7.80 | 7.95 | 14.62 | 9.59 | 19.19 | 6.95 | 9.08 | 4.84 | 9.42 | 8.31 | 5.97 | 6.46 | 7.67 | 14.57 | 11.22 | 16.89 | 22.54 | 9.87 | 1.88 |
| Draw Down(%) | NA | 6.35 | 10.49 | 24.70 | 24.70 | NA | NA | … | … | 6.35 | 10.49 | 4.47 | 8.00 | 20.71 | 7.69 | 24.42 | 3.86 | 12.52 | 1.48 | 8.69 | 9.77 | 6.48 | 6.40 | 7.17 | 14.39 | 9.34 | 15.85 | 37.79 | 6.71 | 0.33 |
| Yield(%) | 0.00 | 10.07 | 5.87 | 3.64 | 4.49 | 4.41 | 3.98 | … | … | 0.00 | 10.54 | 2.95 | 2.58 | 1.88 | 2.18 | 1.81 | 4.31 | 7.98 | 5.64 | 1.30 | 6.69 | 9.81 | 1.42 | 3.58 | 2.13 | 1.92 | 2.08 | 2.62 | 8.98 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBATX (HARTFORD MODERATE ALLOCATION FUND CLASS R5) |
-3.40%
Jun 2007 – Jun 2010 |
1.16%
Sep 2017 – Sep 2022 |
2.64%
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 |
|---|---|---|---|---|
| HBATX (HARTFORD MODERATE ALLOCATION FUND CLASS R5) |
19.50%
Feb 2009 – Feb 2012 |
14.63%
Feb 2009 – Feb 2014 |
9.01%
Feb 2009 – Feb 2019 |
7.25%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart