Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HAFRX (HARTFORD MULTI-ASSET INCOME FUND CLASS R3) NA 6.17% 0.56% 2.25% 3.44% NA NA
Data as of 01/16/2025, Common starting date is 05/02/2014
More Performance Analytics Comparison
Name Start Date End Date
HAFRX (HARTFORD MULTI-ASSET INCOME FUND CLASS R3) 05/02/2014 01/16/2025
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
Annualized Return (%) 0.00 6.17 0.56 2.25 3.44 NA NA 0.00 5.11 4.98 -8.74 7.34 4.28 14.17 -2.41 9.64 6.90 -4.76 -1.54
Sharpe Ratio NA 0.56 -0.38 0.05 0.33 NA NA 0.00 0.31 0.20 -1.20 1.50 0.31 3.35 -0.97 3.83 1.16 -0.85 -0.51
Standard Deviation(%) NA 4.65 6.80 8.17 6.58 NA NA NA 4.79 6.61 8.52 4.86 13.05 3.79 3.92 2.35 5.77 5.66 4.53
Draw Down(%) NA 3.09 13.28 17.51 17.51 NA NA 0.00 3.09 7.70 13.62 2.67 17.51 2.05 7.13 0.96 7.35 10.34 6.68
Yield(%) 0.00 1.18 2.51 2.33 3.46 2.38 1.79 0.00 1.17 2.37 4.37 2.10 1.52 4.13 6.61 5.26 4.26 4.20 2.49
Data as of 01/16/2025, Common starting date is 05/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HAFRX (HARTFORD MULTI-ASSET INCOME FUND CLASS R3) -0.59%
Apr 2021 – Apr 2024
1.56%
Sep 2018 – Sep 2023
2.54%
Jun 2014 – Jun 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HAFRX (HARTFORD MULTI-ASSET INCOME FUND CLASS R3) 8.52%
Dec 2018 – Dec 2021
6.90%
Feb 2016 – Feb 2021
3.45%
Sep 2014 – Sep 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return