Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HDGVX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS R6) | -2.58% | -3.92% | 1.38% | 9.45% | 7.80% | NA | NA | 8.12% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HDGVX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS R6) | 11/10/2014 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 11/10/2014.
AR inception is since 11/10/2014.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.61 | -3.92 | 1.38 | 9.45 | 7.80 | NA | NA | 8.12 | -2.58 | 3.69 | 13.82 | -12.50 | 25.46 | 5.92 | 28.24 | -5.37 | 18.33 | 14.20 | -1.31 | 0.94 |
| Sharpe Ratio | NA | -0.61 | -0.19 | 0.45 | 0.35 | NA | NA | 0.36 | -0.50 | -0.23 | 0.84 | -0.69 | 1.95 | 0.16 | 2.34 | -0.43 | 2.57 | 1.04 | -0.09 | 0.55 |
| Standard Deviation(%) | NA | 16.87 | 15.96 | 16.24 | 17.41 | NA | NA | 17.24 | 21.85 | 12.74 | 11.51 | 20.05 | 13.07 | 35.01 | 11.45 | 15.46 | 6.90 | 13.44 | 15.64 | 12.58 |
| Draw Down(%) | NA | 20.75 | 20.75 | 20.75 | 34.95 | NA | NA | 34.95 | 13.92 | 13.03 | 9.13 | 18.77 | 5.60 | 34.95 | 5.90 | 17.58 | 3.45 | 9.62 | 12.71 | 5.10 |
| Yield(%) | 0.00 | 1.39 | 1.53 | 2.11 | 5.05 | 3.76 | 2.82 | 5.64 | 0.00 | 1.90 | 1.76 | 1.37 | 1.55 | 1.70 | 5.45 | 10.62 | 12.27 | 5.00 | 9.62 | 8.67 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDGVX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS R6) |
1.08%
Dec 2021 - Dec 2024 |
4.66%
Mar 2015 - Mar 2020 |
8.31%
Dec 2014 - Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HDGVX (THE HARTFORD DIVIDEND AND GROWTH FUND CLASS R6) |
19.44%
Dec 2018 - Dec 2021 |
15.64%
Oct 2016 - Oct 2021 |
9.20%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart