Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBARX (HARTFORD MODERATE ALLOCATION FUND CLASS R3) | 4.35% | 13.74% | 12.15% | 3.64% | 5.92% | 4.89% | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBARX (HARTFORD MODERATE ALLOCATION FUND CLASS R3) | 12/27/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.29 | 13.74 | 12.15 | 3.64 | 5.92 | 4.89 | NA | … | … | 4.35 | 6.92 | 11.53 | 12.15 | -17.65 | 4.23 | 8.27 | 15.93 | -6.23 | 14.36 | 4.26 | -3.08 | 0.24 | 9.23 | 11.73 | -1.61 | 12.11 | 27.33 | -29.92 | 8.29 | -0.33 |
| Sharpe Ratio | NA | 1.49 | 1.04 | 0.12 | 0.40 | NA | NA | … | … | 0.93 | 0.31 | 0.63 | 1.00 | -1.31 | 0.44 | 0.42 | 2.08 | -0.84 | 2.86 | 0.43 | -0.37 | 0.04 | 1.42 | 1.54 | -0.11 | 1.07 | 1.61 | -1.36 | 0.54 | -20.10 |
| Standard Deviation(%) | NA | 8.33 | 9.09 | 10.44 | 10.70 | NA | NA | … | … | 10.16 | 13.13 | 7.80 | 7.97 | 14.53 | 9.66 | 19.18 | 6.97 | 9.03 | 4.82 | 9.45 | 8.33 | 5.88 | 6.49 | 7.63 | 14.55 | 11.25 | 16.88 | 22.61 | 9.84 | 1.88 |
| Draw Down(%) | NA | 6.43 | 10.57 | 25.28 | 25.28 | NA | NA | … | … | 6.43 | 10.57 | 4.50 | 8.02 | 21.13 | 7.94 | 24.54 | 3.94 | 12.97 | 1.51 | 8.74 | 10.05 | 6.66 | 6.46 | 7.30 | 14.65 | 9.51 | 15.90 | 38.25 | 6.80 | 0.33 |
| Yield(%) | 0.00 | 9.57 | 5.19 | 3.11 | 3.71 | 3.77 | 3.37 | … | … | 0.00 | 10.04 | 2.26 | 1.90 | 1.35 | 1.61 | 1.18 | 1.82 | 7.50 | 5.07 | 0.66 | 6.63 | 9.47 | 0.78 | 2.97 | 1.59 | 1.43 | 1.55 | 2.10 | 8.50 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBARX (HARTFORD MODERATE ALLOCATION FUND CLASS R3) |
-4.04%
Jun 2007 – Jun 2010 |
0.20%
Dec 2017 – Dec 2022 |
1.84%
Oct 2013 – Oct 2023 |
2.04%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBARX (HARTFORD MODERATE ALLOCATION FUND CLASS R3) |
18.76%
Feb 2009 – Feb 2012 |
13.94%
Feb 2009 – Feb 2014 |
8.35%
Feb 2009 – Feb 2019 |
6.49%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart