HBLAX
The Hartford Balanced Income Fund Class A
Mutual fund
$14.47+0.02 (+0.14%)Close Oct 2, 2026
Jul 31, 2006 – Oct 2, 2026, Dividends reinvested
- Final balance
- $35,907
- CAGR
- +6.54%
- Max drawdown
- −31.60%
- Sharpe ratio
- 0.79
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.20%
- 3M
- −2.62%
- 6M
- +1.54%
- YTD
- +1.96%
- 1Y
- +3.75%
- 3Y
- +9.49%
- 5Y
- +3.81%
- 10Y
- +5.84%
- 15Y
- +7.18%
- 20Y
- +6.44%
- Since 2006
- +6.54%
Metrics
Since 2006| Volatility | 8.49% |
|---|---|
| Sortino ratio | 1.10 |
| Calmar ratio | 0.21 |
| Best year, 2009 | +22.44% |
| Worst year, 2008 | −18.53% |
| Positive years | 15 of 19 |
| Longest drawdown | 2.4 years |
Worst drawdowns
Since 2006| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −31.6% | Oct 2007 | Mar 2009 | Mar 2010 | 2.4 years |
| −23.2% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −16.1% | Jan 2022 | Oct 2022 | May 2024 | 2.3 years |
| −9.3% | Jan 2018 | Dec 2018 | Mar 2019 | 1.1 years |
| −7.4% | Apr 2015 | Aug 2015 | Mar 2016 | 11 months |
Annual returns
2006 from Jul 31 · 2026 through Oct 2