Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IHAYX (THE HARTFORD BALANCED FUND CLASS Y) | 3.48% | 12.65% | 9.70% | 3.63% | 5.69% | 6.76% | 6.07% | … | … |
Data as of 06/10/2026, Common starting date is 12/24/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IHAYX (THE HARTFORD BALANCED 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 (%) | -1.43 | 12.65 | 9.70 | 3.63 | 5.69 | 6.76 | 6.07 | … | … | 3.48 | 13.27 | 6.54 | 10.55 | -11.57 | 2.91 | 6.47 | 15.38 | -5.02 | 15.50 | 6.10 | 0.02 | 10.00 | 20.78 | 11.68 | 1.84 | 12.36 | 30.85 | -32.04 | 6.71 | 10.71 | 7.16 | 3.72 | 18.55 | -12.70 | -4.73 | 1.37 | 12.63 | 21.62 | 23.68 | -0.91 |
| Sharpe Ratio | NA | 1.85 | 1.13 | 0.17 | 0.54 | NA | NA | … | … | 0.92 | 1.67 | 0.59 | 1.31 | -1.45 | 0.40 | 0.54 | 2.98 | -0.62 | 3.19 | 0.67 | 0.00 | 1.29 | 2.65 | 1.38 | 0.12 | 0.99 | 1.48 | -1.09 | 0.35 | 0.98 | 0.70 | 0.35 | 1.71 | -0.87 | -0.60 | -0.23 | 0.82 | 1.53 | 1.60 | -4.48 |
| Standard Deviation(%) | NA | 5.89 | 5.94 | 6.84 | 7.53 | NA | NA | … | … | 7.47 | 6.23 | 4.95 | 5.33 | 8.97 | 7.28 | 11.43 | 4.67 | 10.38 | 4.67 | 8.80 | 10.43 | 7.72 | 7.84 | 8.50 | 15.25 | 12.36 | 20.78 | 30.07 | 10.34 | 7.48 | 6.98 | 7.89 | 10.41 | 15.90 | 12.27 | 12.43 | 11.33 | 11.89 | 12.44 | 10.72 |
| Draw Down(%) | NA | 5.34 | 6.99 | 19.55 | 19.55 | NA | NA | … | … | 5.34 | 6.99 | 2.70 | 5.00 | 16.52 | 5.92 | 19.39 | 2.26 | 12.31 | 1.92 | 6.43 | 8.82 | 5.61 | 4.67 | 7.35 | 13.51 | 11.24 | 19.14 | 42.79 | 6.77 | 5.92 | 4.47 | 5.88 | 7.95 | 22.29 | 16.73 | 7.01 | 8.22 | 11.34 | 7.15 | 1.33 |
| Yield(%) | 0.00 | 6.68 | 5.92 | 4.43 | 5.77 | 6.12 | 5.60 | … | … | 2.47 | 6.84 | 5.27 | 4.28 | 4.03 | 3.27 | 3.32 | 17.94 | 7.80 | 1.70 | 1.77 | 2.15 | 1.65 | 1.73 | 1.98 | 1.74 | 1.73 | 2.27 | 2.39 | 13.78 | 2.95 | 1.97 | 2.27 | 1.91 | 1.90 | 2.31 | 6.70 | 3.80 | 4.02 | 2.32 | 0.79 |
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 |
|---|---|---|---|---|
| IHAYX (THE HARTFORD BALANCED FUND CLASS Y) |
-11.40%
Feb 2006 – Feb 2009 |
-4.93%
Feb 2004 – Feb 2009 |
-1.18%
Feb 1999 – Feb 2009 |
4.07%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHAYX (THE HARTFORD BALANCED FUND CLASS Y) |
21.87%
Feb 2009 – Feb 2012 |
18.34%
Feb 2009 – Feb 2014 |
12.10%
Feb 2009 – Feb 2019 |
9.04%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart