Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HDGYX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS Y) | 6.59% | 20.47% | 15.19% | 8.34% | 11.42% | 11.37% | 9.66% | … | … |
Data as of 06/10/2026, Common starting date is 12/24/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HDGYX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS Y) | 12/24/1996 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.52 | 20.47 | 15.19 | 8.34 | 11.42 | 11.37 | 9.66 | … | … | 6.59 | 17.15 | 12.41 | 14.11 | -12.52 | 25.36 | 5.92 | 28.18 | -5.44 | 18.29 | 14.75 | -1.23 | 12.54 | 31.46 | 13.44 | 1.33 | 13.67 | 24.22 | -31.62 | 8.19 | 20.09 | 5.88 | 12.44 | 26.44 | -13.70 | -4.14 | 10.82 | 5.11 | 14.53 | 29.93 | -0.93 |
| Sharpe Ratio | NA | 1.88 | 1.05 | 0.42 | 0.59 | NA | NA | … | … | 1.34 | 0.96 | 0.90 | 0.91 | -0.70 | 1.94 | 0.16 | 2.34 | -0.44 | 2.57 | 1.08 | -0.08 | 1.14 | 2.91 | 1.10 | 0.06 | 0.78 | 0.87 | -0.82 | 0.33 | 1.73 | 0.36 | 1.13 | 1.72 | -0.65 | -0.44 | 0.40 | 0.12 | 0.67 | 1.62 | -3.33 |
| Standard Deviation(%) | NA | 10.88 | 12.04 | 14.18 | 16.74 | NA | NA | … | … | 12.06 | 14.89 | 9.74 | 11.54 | 20.04 | 13.06 | 35.00 | 11.44 | 15.43 | 6.89 | 13.41 | 15.66 | 11.01 | 10.78 | 12.29 | 22.74 | 17.31 | 27.58 | 39.60 | 15.23 | 9.65 | 10.10 | 10.11 | 14.98 | 22.82 | 15.20 | 16.47 | 13.92 | 16.53 | 16.11 | 14.67 |
| Draw Down(%) | NA | 8.00 | 13.70 | 19.50 | 34.98 | NA | NA | … | … | 8.00 | 13.62 | 5.62 | 9.17 | 18.79 | 5.60 | 34.98 | 5.90 | 17.62 | 3.48 | 9.62 | 12.71 | 7.98 | 4.87 | 9.72 | 19.58 | 14.54 | 26.94 | 44.61 | 9.04 | 7.99 | 6.95 | 5.61 | 14.51 | 30.59 | 18.20 | 11.44 | 11.52 | 16.63 | 8.76 | 1.72 |
| Yield(%) | 0.00 | 12.36 | 9.18 | 5.76 | 7.77 | 9.14 | 8.05 | … | … | 0.30 | 12.85 | 10.80 | 2.04 | 1.32 | 1.50 | 1.67 | 5.40 | 10.58 | 12.23 | 5.46 | 9.67 | 10.99 | 9.79 | 4.00 | 1.91 | 2.36 | 2.14 | 1.84 | 7.68 | 8.68 | 5.63 | 2.70 | 1.58 | 1.18 | 2.79 | 6.44 | 3.42 | 1.42 | 0.98 | 0.63 |
Data as of 06/10/2026, Common starting date is 12/24/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDGYX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS Y) |
-10.93%
Feb 2006 – Feb 2009 |
-3.22%
Feb 2004 – Feb 2009 |
0.79%
Feb 1999 – Feb 2009 |
5.92%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDGYX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS Y) |
23.27%
Feb 2009 – Feb 2012 |
21.34%
Feb 2009 – Feb 2014 |
15.14%
Feb 2009 – Feb 2019 |
13.26%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart