Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HIBCX (HARTFORD CAPITAL APPRECIATION HLS FUND IB) | 4.23% | 17.46% | 16.04% | 3.62% | 8.73% | 7.70% | 4.51% | … | … |
Data as of 06/10/2026, Common starting date is 12/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HIBCX (HARTFORD CAPITAL APPRECIATION HLS FUND IB) | 12/30/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.76 | 17.46 | 16.04 | 3.62 | 8.73 | 7.70 | 4.51 | … | … | 4.23 | 13.37 | 20.96 | 19.71 | -27.19 | 4.66 | 13.17 | 30.82 | -7.25 | 21.81 | 5.23 | 0.57 | -7.48 | 37.47 | 16.67 | -12.14 | 15.64 | 44.47 | -51.66 | -2.26 | 0.87 | -0.81 | 18.85 | 42.00 | -20.33 | -140.36 | -380.68 | -148.30 | 29.53 |
| Sharpe Ratio | NA | 1.49 | 0.95 | 0.08 | 0.38 | NA | NA | … | … | 0.82 | 0.58 | 1.47 | 1.26 | -0.95 | 0.32 | 0.38 | 2.39 | -0.54 | 2.76 | 0.32 | 0.03 | -0.39 | 2.99 | 1.11 | -0.45 | 0.79 | 1.48 | -1.19 | -0.22 | -0.15 | -0.17 | 1.25 | 2.74 | -0.93 | NA | NA | NA | NA |
| Standard Deviation(%) | NA | 12.25 | 14.44 | 18.69 | 18.94 | NA | NA | … | … | 13.86 | 18.25 | 11.78 | 12.90 | 30.18 | 14.41 | 34.27 | 12.26 | 16.04 | 7.69 | 15.45 | 15.77 | 19.31 | 12.52 | 15.15 | 27.10 | 19.66 | 30.06 | 43.94 | 25.20 | 16.94 | 17.61 | 14.34 | 15.06 | 22.97 | NA | NA | NA | 0.00 |
| Draw Down(%) | NA | 0.10 | 1.39 | 4.70 | 2.71 | NA | NA | … | … | 1.72 | 5.69 | 0.99 | 0.34 | 4.70 | 1.67 | 9.62 | 2.07 | 2.31 | 0.00 | 2.67 | 3.04 | 2.36 | 0.00 | 0.00 | 7.62 | 1.79 | 5.55 | 7.07 | 1.23 | 1.57 | 2.02 | 2.37 | 1.68 | 3.57 | 138.28 | 378.93 | 146.22 | 0.00 |
| Yield(%) | 0.00 | 13.00 | 8.13 | 3.84 | 6.78 | 6.60 | 3.94 | … | … | 0.00 | 13.10 | 5.53 | 2.64 | 0.56 | 0.24 | 0.72 | 14.49 | 11.06 | 7.20 | 10.73 | 20.22 | 0.95 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.46 | 0.00 | 283.76 | 158.45 | 308.47 | 23.86 |
Data as of 06/10/2026, Common starting date is 12/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIBCX (HARTFORD CAPITAL APPRECIATION HLS FUND IB) |
-27.36%
Feb 2006 – Feb 2009 |
-14.86%
Feb 2004 – Feb 2009 |
-1.43%
Feb 1999 – Feb 2009 |
0.66%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIBCX (HARTFORD CAPITAL APPRECIATION HLS FUND IB) |
25.74%
Feb 2009 – Feb 2012 |
23.37%
Feb 2009 – Feb 2014 |
13.47%
Feb 2009 – Feb 2019 |
10.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
