Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBLTX (THE HARTFORD BALANCED INCOME FUND CLASS R5) | 3.36% | 10.41% | 9.17% | 2.77% | 5.63% | 6.64% | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBLTX (THE HARTFORD BALANCED INCOME FUND CLASS R5) | 06/01/2010 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 10.41 | 9.17 | 2.77 | 5.63 | 6.64 | NA | … | … | 3.36 | 10.99 | 6.42 | 7.95 | -11.52 | 5.12 | 7.22 | 19.30 | -4.81 | 11.68 | 10.75 | -0.12 | 7.83 | 12.25 | 13.02 | 9.03 | 11.40 |
| Sharpe Ratio | NA | 1.47 | 0.90 | 0.03 | 0.47 | NA | NA | … | … | 0.89 | 1.11 | 0.46 | 0.59 | -1.11 | 0.65 | 0.41 | 4.00 | -0.95 | 3.45 | 1.70 | -0.02 | 1.64 | 2.19 | 2.60 | 1.03 | 3.08 |
| Standard Deviation(%) | NA | 5.72 | 6.84 | 8.27 | 8.59 | NA | NA | … | … | 6.34 | 7.36 | 6.06 | 7.34 | 11.69 | 7.82 | 16.91 | 4.46 | 6.52 | 3.21 | 6.19 | 6.95 | 4.75 | 5.58 | 5.03 | 8.72 | 6.48 |
| Draw Down(%) | NA | 4.75 | 7.69 | 19.60 | 23.19 | NA | NA | … | … | 4.75 | 6.23 | 4.19 | 7.69 | 15.90 | 6.24 | 23.19 | 1.64 | 9.13 | 1.19 | 4.32 | 7.29 | 3.61 | 5.70 | 3.98 | 6.71 | 3.41 |
| Yield(%) | 0.00 | 7.95 | 6.54 | 4.27 | 4.85 | 5.54 | 4.88 | … | … | 0.93 | 8.17 | 7.25 | 3.62 | 2.71 | 2.40 | 2.48 | 4.04 | 6.42 | 5.84 | 3.44 | 4.28 | 4.42 | 4.16 | 4.28 | 3.42 | 1.78 |
Data as of 06/10/2026, Common starting date is 06/01/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBLTX (THE HARTFORD BALANCED INCOME FUND CLASS R5) |
-1.41%
Apr 2021 – Apr 2024 |
2.21%
Sep 2017 – Sep 2022 |
4.13%
Oct 2013 – Oct 2023 |
6.48%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBLTX (THE HARTFORD BALANCED INCOME FUND CLASS R5) |
13.08%
Sep 2011 – Sep 2014 |
10.07%
Sep 2011 – Sep 2016 |
8.98%
Sep 2011 – Sep 2021 |
7.01%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart