Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Hartford Life Investment Company TAX SHELTERED ANNUITY B SHARES Tactical Asset Allocation Moderate | NA | 30.74% | 9.00% | 12.04% | 9.39% | 9.71% | 10.35% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Hartford Life Investment Company TAX SHELTERED ANNUITY B SHARES 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 (%) | -1.38 | 30.74 | 9.00 | 12.04 | 9.39 | 9.71 | 10.35 | … | … | 0.78 | 18.70 | 14.60 | -6.56 | 12.22 | 18.63 | 19.59 | -0.40 | 14.34 | 4.85 | 1.01 | 3.99 | 21.75 | 9.43 | 1.80 | 11.59 | 23.56 | 0.59 | 17.65 | 13.00 | 6.77 | 10.12 | 28.43 | -6.02 | -6.99 |
| Sharpe Ratio | NA | 1.25 | 0.45 | 0.66 | 0.72 | NA | NA | … | … | 0.08 | 1.12 | 1.21 | -0.67 | 1.21 | 0.90 | 2.86 | -0.18 | 2.96 | 0.59 | 0.11 | 0.50 | 2.54 | 1.22 | 0.12 | 1.12 | 2.58 | -0.08 | 1.35 | 1.12 | 0.66 | 1.13 | 2.89 | -0.93 | -1.35 |
| Standard Deviation(%) | NA | 10.77 | 10.53 | 13.08 | 10.76 | NA | NA | … | … | 9.28 | 10.86 | 8.52 | 11.87 | 10.11 | 20.49 | 6.35 | 9.78 | 4.62 | 7.84 | 9.30 | 8.02 | 8.54 | 7.70 | 14.43 | 10.31 | 9.10 | 4.32 | 10.88 | 8.66 | 7.00 | 8.11 | 9.60 | 7.68 | 6.87 |
| Draw Down(%) | NA | 6.90 | 12.61 | 21.87 | 21.87 | NA | NA | … | … | 0.74 | 6.90 | 5.77 | 13.24 | 7.30 | 21.87 | 3.11 | 11.28 | 1.42 | 5.66 | 7.33 | 6.33 | 4.10 | 5.72 | 12.12 | 7.95 | 4.28 | 3.83 | 8.25 | 10.30 | 5.02 | 6.56 | 4.28 | 7.89 | 10.45 |
| Yield(%) | NA | 3.11 | 3.67 | 5.39 | 4.55 | NA | NA | … | … | NA | 1.44 | 1.97 | 4.02 | 9.91 | 5.92 | 8.34 | 3.06 | 7.20 | 2.03 | 1.85 | 1.04 | 4.64 | 1.21 | 0.06 | 0.12 | 2.48 | 7.47 | 6.66 | 4.21 | 3.66 | 3.73 | 1.16 | 4.04 | 2.60 |
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 |
|---|---|---|---|---|
| Hartford Life Investment Company TAX SHELTERED ANNUITY B SHARES Tactical Asset Allocation Moderate |
3.26%
Feb 2014 – Feb 2017 |
4.63%
Dec 2013 – Dec 2018 |
7.05%
Mar 2010 – Mar 2020 |
8.41%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Hartford Life Investment Company TAX SHELTERED ANNUITY B SHARES Tactical Asset Allocation Moderate |
17.22%
Mar 2003 – Mar 2006 |
15.28%
Oct 2002 – Oct 2007 |
12.63%
Mar 2003 – Mar 2013 |
11.35%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart