HBLSX
The Hartford Balanced Income Fund Class R4
Mutual fund
$14.58+0.03 (+0.21%)Close Oct 2, 2026
May 28, 2010 – Oct 2, 2026, Dividends reinvested
- Final balance
- $31,389
- CAGR
- +7.25%
- Max drawdown
- −23.22%
- Sharpe ratio
- 0.96
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.14%
- 3M
- −2.56%
- 6M
- +1.56%
- YTD
- +1.94%
- 1Y
- +3.69%
- 3Y
- +9.44%
- 5Y
- +3.73%
- 10Y
- +5.77%
- 15Y
- +7.14%
- Since 2010
- +7.25%
Metrics
Since 2010| Volatility | 7.64% |
|---|---|
| Sortino ratio | 1.34 |
| Calmar ratio | 0.31 |
| Best year, 2019 | +18.96% |
| Worst year, 2022 | −9.11% |
| Positive years | 12 of 15 |
| Longest drawdown | 2.3 years |
Worst drawdowns
Since 2010| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −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 |
| −6.8% | May 2011 | Oct 2011 | Oct 2011 | 5 months |
Annual returns
2010 from May 28 · 2026 through Oct 2