Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ITHIX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS I) | 6.47% | 19.85% | 16.21% | 3.93% | 9.16% | 9.50% | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/07/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITHIX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS I) | 09/07/2006 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.88 | 19.85 | 16.21 | 3.93 | 9.16 | 9.50 | NA | … | … | 6.47 | 10.66 | 21.03 | 19.30 | -21.95 | -0.60 | 15.72 | 30.76 | -4.97 | 21.75 | 4.44 | 1.44 | 7.19 | 42.14 | 20.53 | -15.04 | 13.17 | 43.37 | -45.93 | 16.56 | 10.96 |
| Sharpe Ratio | NA | 1.37 | 0.88 | 0.08 | 0.41 | NA | NA | … | … | 0.93 | 0.42 | 1.41 | 1.20 | -0.96 | -0.03 | 0.45 | 2.40 | -0.39 | 2.70 | 0.27 | 0.09 | 0.55 | 3.25 | 1.35 | -0.55 | 0.72 | 1.52 | -1.13 | 0.73 | 4.19 |
| Standard Deviation(%) | NA | 12.51 | 14.73 | 18.21 | 18.76 | NA | NA | … | … | 14.18 | 18.39 | 12.33 | 13.19 | 24.55 | 20.04 | 34.35 | 12.20 | 16.49 | 7.85 | 15.37 | 15.83 | 13.01 | 12.95 | 15.35 | 27.32 | 18.13 | 28.53 | 41.54 | 18.54 | 8.56 |
| Draw Down(%) | NA | 10.11 | 19.67 | 36.75 | 36.75 | NA | NA | … | … | 10.11 | 19.55 | 7.73 | 11.61 | 25.73 | 18.95 | 36.31 | 6.00 | 19.29 | 3.36 | 15.13 | 14.05 | 9.83 | 6.29 | 14.10 | 28.59 | 16.80 | 25.10 | 56.87 | 12.40 | 1.85 |
| Yield(%) | 0.00 | 7.62 | 7.62 | 3.66 | 6.52 | 8.21 | 6.62 | … | … | 0.00 | 7.51 | 12.05 | 0.92 | 0.50 | 0.38 | 0.68 | 6.35 | 15.26 | 15.69 | 0.76 | 8.97 | 27.76 | 5.96 | 1.17 | 1.78 | 0.00 | 0.00 | 1.07 | 9.93 | 9.22 |
Data as of 06/05/2026, Common starting date is 09/07/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITHIX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS I) |
-9.48%
Jun 2007 – Jun 2010 |
-4.07%
Oct 2007 – Oct 2012 |
5.08%
Oct 2007 – Oct 2017 |
4.32%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITHIX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS I) |
24.82%
Sep 2011 – Sep 2014 |
23.07%
Feb 2009 – Feb 2014 |
15.32%
Feb 2009 – Feb 2019 |
11.96%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart