HBLCX
The Hartford Balanced Income Fund Class C
Mutual fund
$14.19+0.02 (+0.14%)Close Oct 2, 2026
Jul 31, 2006 – Oct 2, 2026, Dividends reinvested
- Final balance
- $30,766
- CAGR
- +5.73%
- Max drawdown
- −32.37%
- Sharpe ratio
- 0.70
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.26%
- 3M
- −2.74%
- 6M
- +1.16%
- YTD
- +1.45%
- 1Y
- +2.98%
- 3Y
- +8.67%
- 5Y
- +3.02%
- 10Y
- +5.04%
- 15Y
- +6.38%
- 20Y
- +5.63%
- Since 2006
- +5.73%
Metrics
Since 2006| Volatility | 8.48% |
|---|---|
| Sortino ratio | 0.97 |
| Calmar ratio | 0.18 |
| Best year, 2009 | +21.57% |
| Worst year, 2008 | −19.17% |
| Positive years | 15 of 19 |
| Longest drawdown | 2.7 years |
Worst drawdowns
Since 2006| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −32.4% | Oct 2007 | Mar 2009 | Apr 2010 | 2.4 years |
| −23.3% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −16.6% | Nov 2021 | Oct 2022 | Jul 2024 | 2.7 years |
| −9.9% | Jan 2018 | Dec 2018 | Apr 2019 | 1.2 years |
| −7.7% | Apr 2015 | Jan 2016 | Apr 2016 | 11 months |
Annual returns
2006 from Jul 31 · 2026 through Oct 2