Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCKRX (THE HARTFORD CHECKS AND BALANCES FUND CLASS R3) | 3.70% | 13.19% | 10.93% | 3.32% | 6.93% | 7.26% | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCKRX (THE HARTFORD CHECKS AND BALANCES FUND CLASS R3) | 09/02/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.93 | 13.19 | 10.93 | 3.32 | 6.93 | 7.26 | NA | … | … | 3.70 | 11.04 | 11.12 | 12.64 | -19.54 | 9.67 | 9.82 | 22.06 | -3.95 | 13.88 | 7.30 | -0.85 | 8.10 | 21.87 | 13.23 | -2.97 | 10.72 | 26.04 | -22.73 |
| Sharpe Ratio | NA | 1.53 | 0.88 | 0.08 | 0.44 | NA | NA | … | … | 0.89 | 0.73 | 0.97 | 1.02 | -1.21 | 1.01 | 0.42 | 2.71 | -0.52 | 2.07 | 0.77 | -0.09 | 1.07 | 2.79 | 1.53 | -0.19 | 0.94 | 1.44 | -1.32 |
| Standard Deviation(%) | NA | 8.06 | 9.35 | 11.45 | 12.02 | NA | NA | … | … | 9.24 | 11.18 | 7.77 | 8.88 | 17.39 | 9.52 | 22.50 | 7.61 | 10.31 | 6.42 | 9.25 | 10.10 | 7.56 | 7.82 | 8.68 | 15.82 | 11.30 | 18.06 | 41.18 |
| Draw Down(%) | NA | 6.48 | 11.38 | 23.16 | 26.84 | NA | NA | … | … | 6.48 | 11.03 | 3.88 | 8.62 | 20.52 | 6.19 | 26.84 | 3.45 | 12.33 | 3.18 | 8.07 | 9.07 | 5.69 | 5.16 | 7.69 | 15.78 | 10.15 | 17.92 | 33.34 |
| Yield(%) | 0.00 | 7.22 | 5.65 | 3.45 | 5.78 | 6.63 | 5.33 | … | … | 0.28 | 7.36 | 4.40 | 4.55 | 0.93 | 2.27 | 1.69 | 8.09 | 8.91 | 13.52 | 8.37 | 10.82 | 11.68 | 9.25 | 2.94 | 2.26 | 1.21 | 1.41 | 1.68 |
Data as of 06/10/2026, Common starting date is 09/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCKRX (THE HARTFORD CHECKS AND BALANCES FUND CLASS R3) |
-1.95%
Apr 2021 – Apr 2024 |
2.22%
Sep 2018 – Sep 2023 |
4.50%
Oct 2013 – Oct 2023 |
6.54%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCKRX (THE HARTFORD CHECKS AND BALANCES FUND CLASS R3) |
17.96%
Feb 2009 – Feb 2012 |
16.40%
Feb 2009 – Feb 2014 |
11.13%
Feb 2009 – Feb 2019 |
8.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart