HBLRX
The Hartford Balanced Income Fund Class R3
Mutual fund
$14.57+0.03 (+0.21%)Close Oct 2, 2026
May 28, 2010 – Oct 2, 2026, Dividends reinvested
- Final balance
- $29,930
- CAGR
- +6.94%
- Max drawdown
- −23.24%
- Sharpe ratio
- 0.92
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.21%
- 3M
- −2.63%
- 6M
- +1.34%
- YTD
- +1.72%
- 1Y
- +3.39%
- 3Y
- +9.09%
- 5Y
- +3.43%
- 10Y
- +5.46%
- 15Y
- +6.82%
- Since 2010
- +6.94%
Metrics
Since 2010| Volatility | 7.61% |
|---|---|
| Sortino ratio | 1.29 |
| Calmar ratio | 0.30 |
| Best year, 2019 | +18.55% |
| Worst year, 2022 | −9.42% |
| Positive years | 12 of 15 |
| Longest drawdown | 2.5 years |
Worst drawdowns
Since 2010| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −23.2% | Feb 2020 | Mar 2020 | Sep 2020 | 7 months |
| −16.3% | Jan 2022 | Oct 2022 | Jul 2024 | 2.5 years |
| −9.6% | Jan 2018 | Dec 2018 | Apr 2019 | 1.2 years |
| −7.4% | Apr 2015 | Aug 2015 | Mar 2016 | 11 months |
| −6.9% | May 2011 | Oct 2011 | Oct 2011 | 5 months |
Annual returns
2010 from May 28 · 2026 through Oct 2