Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HVOAX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS A) | NA | -1.59% | 8.79% | 6.76% | 6.85% | 11.04% | 7.25% | … | … |
Data as of 11/06/2023, Common starting date is 02/25/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HVOAX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS A) | 02/25/2002 | 11/06/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.63 | -1.59 | 8.79 | 6.76 | 6.85 | 11.04 | 7.25 | … | … | -4.06 | -5.20 | 27.48 | 2.26 | 29.21 | -9.27 | 11.41 | 17.31 | -4.80 | 7.83 | 32.09 | 18.08 | -5.11 | 17.21 | 44.73 | -41.97 | -6.85 | 17.75 | 7.51 | 18.16 | 40.85 | -21.80 |
| Sharpe Ratio | NA | -0.41 | 0.46 | 0.26 | 0.34 | NA | NA | … | … | -0.79 | -0.35 | 2.11 | 0.06 | 2.54 | -0.70 | 1.33 | 0.96 | -0.30 | 0.68 | 2.68 | 1.24 | -0.20 | 0.86 | 1.35 | -0.94 | -0.58 | 1.27 | 0.52 | 1.44 | 2.27 | -0.94 |
| Standard Deviation(%) | NA | 12.54 | 15.26 | 20.45 | 17.46 | NA | NA | … | … | 11.62 | 18.88 | 13.00 | 35.49 | 10.96 | 15.13 | 8.15 | 17.80 | 16.35 | 11.51 | 11.95 | 14.66 | 26.18 | 19.94 | 33.16 | 45.47 | 16.93 | 11.50 | 10.25 | 11.96 | 17.68 | 27.95 |
| Draw Down(%) | NA | 9.76 | 18.67 | 36.47 | 36.47 | NA | NA | … | … | 9.41 | 18.67 | 5.92 | 36.47 | 5.90 | 19.41 | 4.56 | 13.75 | 15.96 | 10.34 | 5.01 | 13.97 | 24.97 | 17.42 | 30.71 | 55.90 | 19.27 | 10.75 | 7.87 | 8.50 | 16.43 | 39.51 |
| Yield(%) | 0.00 | 6.25 | 5.97 | 5.71 | 5.53 | 9.17 | 6.27 | … | … | 0.21 | 5.57 | 7.60 | 2.04 | 6.17 | 6.13 | 4.98 | 1.73 | 7.66 | 8.15 | 0.56 | 1.71 | 0.87 | 0.08 | 0.59 | 1.08 | 15.04 | 10.10 | 3.22 | 0.22 | 0.00 | 0.00 |
Data as of 11/06/2023, Common starting date is 02/25/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVOAX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS A) |
-20.82%
Feb 2006 – Feb 2009 |
-9.00%
Feb 2004 – Feb 2009 |
3.77%
Feb 2006 – Feb 2016 |
4.91%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HVOAX (THE HARTFORD VALUE OPPORTUNITIES FUND CLASS A) |
30.27%
Feb 2009 – Feb 2012 |
26.03%
Feb 2009 – Feb 2014 |
15.46%
Feb 2009 – Feb 2019 |
10.74%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison Chart