Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCKAX (THE HARTFORD CHECKS AND BALANCES FUND CLASS A) | 4.73% | 14.92% | 11.82% | 3.90% | 7.32% | 7.68% | NA | … | … |
Data as of 06/08/2026, Common starting date is 06/01/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCKAX (THE HARTFORD CHECKS AND BALANCES FUND CLASS A) | 06/01/2007 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.46 | 14.92 | 11.82 | 3.90 | 7.32 | 7.68 | NA | … | … | 4.73 | 11.51 | 11.46 | 12.99 | -19.14 | 10.05 | 10.28 | 22.41 | -3.57 | 14.57 | 7.46 | -0.51 | 8.47 | 22.35 | 13.57 | -2.57 | 11.14 | 26.37 | -28.75 | 3.09 |
| Sharpe Ratio | NA | 1.57 | 0.92 | 0.12 | 0.48 | NA | NA | … | … | 0.92 | 0.78 | 1.01 | 1.05 | -1.19 | 1.06 | 0.44 | 2.79 | -0.48 | 2.12 | 0.78 | -0.05 | 1.12 | 2.83 | 1.56 | -0.16 | 0.97 | 1.45 | -1.15 | 0.22 |
| Standard Deviation(%) | NA | 8.12 | 9.36 | 11.44 | 12.02 | NA | NA | … | … | 9.37 | 11.13 | 7.78 | 8.94 | 17.30 | 9.45 | 22.56 | 7.50 | 10.39 | 6.58 | 9.27 | 10.08 | 7.57 | 7.89 | 8.71 | 15.85 | 11.35 | 18.11 | 25.67 | 11.75 |
| Draw Down(%) | NA | 6.46 | 11.25 | 22.94 | 26.91 | NA | NA | … | … | 6.46 | 11.07 | 3.96 | 8.48 | 20.29 | 6.16 | 26.91 | 3.44 | 12.30 | 3.17 | 8.18 | 8.86 | 5.60 | 5.14 | 7.68 | 15.72 | 9.97 | 17.92 | 39.07 | 6.61 |
| Yield(%) | 0.00 | 7.58 | 6.05 | 3.77 | 6.07 | 6.97 | 5.36 | … | … | 0.36 | 7.72 | 4.76 | 4.93 | 1.25 | 2.68 | 2.03 | 8.49 | 9.25 | 13.89 | 8.70 | 11.13 | 12.04 | 9.63 | 3.29 | 2.55 | 1.50 | 1.71 | 2.76 | 1.40 |
Data as of 06/08/2026, Common starting date is 06/01/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCKAX (THE HARTFORD CHECKS AND BALANCES FUND CLASS A) |
-2.76%
Aug 2007 – Aug 2010 |
1.13%
Oct 2007 – Oct 2012 |
4.89%
Oct 2013 – Oct 2023 |
4.91%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCKAX (THE HARTFORD CHECKS AND BALANCES FUND CLASS A) |
18.41%
Feb 2009 – Feb 2012 |
16.80%
Feb 2009 – Feb 2014 |
11.53%
Feb 2009 – Feb 2019 |
9.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart