Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HEOTX (HARTFORD ENVIRONMENTAL OPPORTUNITIES FUND CLASS R5) | 15.79% | 26.66% | 14.71% | 7.26% | 11.44% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEOTX (HARTFORD ENVIRONMENTAL OPPORTUNITIES FUND CLASS R5) | 03/02/2016 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.42 | 26.66 | 14.71 | 7.26 | 11.44 | NA | NA | … | … | 15.79 | 14.33 | 6.75 | 11.44 | -18.31 | 14.74 | 41.39 | 35.42 | -18.01 | 21.79 | 13.81 |
| Sharpe Ratio | NA | 1.56 | 0.73 | 0.27 | 0.56 | NA | NA | … | … | 2.00 | 0.64 | 0.22 | 0.54 | -0.87 | 1.07 | 1.25 | 2.78 | -1.44 | 3.03 | 1.30 |
| Standard Deviation(%) | NA | 16.13 | 16.10 | 17.25 | 17.78 | NA | NA | … | … | 19.59 | 18.22 | 14.14 | 14.54 | 22.90 | 13.74 | 32.80 | 12.23 | 13.54 | 7.00 | 12.67 |
| Draw Down(%) | NA | 10.48 | 17.59 | 28.47 | 34.66 | NA | NA | … | … | 10.48 | 16.08 | 8.99 | 17.59 | 27.58 | 7.40 | 34.66 | 6.97 | 23.68 | 2.28 | 7.30 |
| Yield(%) | 0.00 | 6.16 | 3.63 | 3.23 | 5.80 | 4.37 | 3.28 | … | … | 0.00 | 6.71 | 2.99 | 0.84 | 0.93 | 6.09 | 2.07 | 7.64 | 12.31 | 10.31 | 3.46 |
Data as of 06/09/2026, Common starting date is 03/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEOTX (HARTFORD ENVIRONMENTAL OPPORTUNITIES FUND CLASS R5) |
-0.95%
Dec 2021 – Dec 2024 |
4.97%
Mar 2021 – Mar 2026 |
11.87%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEOTX (HARTFORD ENVIRONMENTAL OPPORTUNITIES FUND CLASS R5) |
30.00%
Dec 2018 – Dec 2021 |
17.19%
Oct 2016 – Oct 2021 |
12.10%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart