Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HIG-PG (The Hartford Financial Services Group Inc) 1.73% 5.00% 6.53% 3.55% NA NA NA
Data as of 06/10/2026, Common starting date is 11/01/2018
More Performance Analytics Comparison
Name Start Date End Date
HIG-PG (The Hartford Financial Services Group Inc) 11/01/2018 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
Annualized Return (%) -0.32 5.00 6.53 3.55 NA NA NA 1.73 6.43 6.06 5.52 -0.85 -2.06 11.92 15.94 0.36
Sharpe Ratio NA 0.59 0.33 0.11 NA NA NA 0.44 0.69 0.39 0.16 -0.17 -0.20 0.31 1.27 0.06
Standard Deviation(%) NA 4.88 7.42 9.31 NA NA NA 4.94 5.19 6.33 11.62 13.45 10.17 37.76 11.37 10.20
Draw Down(%) NA 2.19 9.13 10.27 NA NA NA 2.19 3.68 2.47 9.13 9.13 6.90 31.63 5.92 2.26
Yield(%) 0.00 6.00 6.12 5.38 4.60 3.07 2.30 2.98 5.93 6.00 5.95 5.59 5.24 6.35 6.08 0.00
Data as of 06/10/2026, Common starting date is 11/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HIG-PG (The Hartford Financial Services Group Inc) -0.39%
Oct 2020 – Oct 2023
2.96%
Dec 2020 – Dec 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HIG-PG (The Hartford Financial Services Group Inc) 8.32%
Dec 2018 – Dec 2021
5.86%
Dec 2018 – Dec 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return