Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE HARTFORD INVESTMENT AND SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 16.49% | 2.98% | 7.62% | 7.25% | 8.67% | 8.31% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE HARTFORD INVESTMENT AND SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.76 | 16.49 | 2.98 | 7.62 | 7.25 | 8.67 | 8.31 | … | … | 0.79 | 6.75 | 6.84 | -4.28 | 10.66 | 15.39 | 17.79 | -2.74 | 13.35 | 7.01 | 2.84 | 1.60 | 24.56 | 10.39 | 1.07 | 16.90 | 23.71 | 0.41 | 0.86 | 6.26 | 7.09 | 8.29 | 16.14 | -29.56 | -9.76 |
| Sharpe Ratio | NA | 0.19 | -0.08 | 0.32 | 0.48 | NA | NA | … | … | 0.09 | 0.02 | 0.31 | -0.46 | 0.80 | 0.69 | 2.02 | -0.34 | 2.12 | 0.78 | 0.31 | 0.19 | 2.75 | 1.21 | 0.07 | 1.50 | 2.75 | -0.12 | -0.17 | 0.33 | 0.60 | 0.79 | 1.46 | -1.71 | -0.62 |
| Standard Deviation(%) | NA | 8.58 | 9.98 | 13.85 | 11.66 | NA | NA | … | … | 8.21 | 8.70 | 8.34 | 12.41 | 13.26 | 21.97 | 8.12 | 12.03 | 6.01 | 8.77 | 9.04 | 8.56 | 8.92 | 8.55 | 14.89 | 11.22 | 8.59 | 4.33 | 12.43 | 8.94 | 8.24 | 9.36 | 10.58 | 17.90 | 19.34 |
| Draw Down(%) | NA | 5.37 | 11.09 | 23.92 | 23.92 | NA | NA | … | … | 0.53 | 5.37 | 7.74 | 11.73 | 6.03 | 23.92 | 4.14 | 15.91 | 2.88 | 8.71 | 7.01 | 7.83 | 4.16 | 5.99 | 14.80 | 7.83 | 4.49 | 3.83 | 10.26 | 8.71 | 4.96 | 8.43 | 8.89 | 32.33 | 17.08 |
| Yield(%) | NA | 4.73 | 6.58 | 6.45 | 7.41 | NA | NA | … | … | NA | 3.37 | 4.51 | 6.19 | 8.81 | 7.14 | 14.42 | 8.80 | 2.16 | 7.39 | 11.00 | 5.63 | 5.41 | 3.60 | 0.62 | 0.07 | 1.99 | 7.47 | 2.78 | 2.98 | 3.16 | 3.31 | 0.32 | 0.28 | 0.69 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE HARTFORD INVESTMENT AND SAVINGS PLAN Tactical Asset Allocation Moderate |
-9.76%
May 2001 – May 2004 |
-2.69%
May 2001 – May 2006 |
3.42%
Feb 2001 – Feb 2011 |
4.14%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE HARTFORD INVESTMENT AND SAVINGS PLAN Tactical Asset Allocation Moderate |
16.80%
Apr 2008 – Apr 2011 |
15.68%
Feb 2009 – Feb 2014 |
11.23%
Aug 2008 – Aug 2018 |
9.69%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart