HBLTX
The Hartford Balanced Income Fund Class R5
Mutual fund
$14.59+0.02 (+0.14%)Close Oct 2, 2026
May 28, 2010 – Oct 2, 2026, Dividends reinvested
- Final balance
- $32,815
- CAGR
- +7.54%
- Max drawdown
- −23.19%
- Sharpe ratio
- 0.99
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.19%
- 3M
- −2.54%
- 6M
- +1.65%
- YTD
- +2.19%
- 1Y
- +3.94%
- 3Y
- +9.73%
- 5Y
- +4.04%
- 10Y
- +6.07%
- 15Y
- +7.43%
- Since 2010
- +7.54%
Metrics
Since 2010| Volatility | 7.63% |
|---|---|
| Sortino ratio | 1.39 |
| Calmar ratio | 0.33 |
| Best year, 2019 | +19.30% |
| Worst year, 2022 | −8.89% |
| Positive years | 12 of 15 |
| Longest drawdown | 2.2 years |
Worst drawdowns
Since 2010| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −23.2% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −15.9% | Jan 2022 | Oct 2022 | Mar 2024 | 2.2 years |
| −9.2% | Jan 2018 | Dec 2018 | Mar 2019 | 1.1 years |
| −7.3% | Apr 2015 | Aug 2015 | Mar 2016 | 11 months |
| −6.7% | May 2011 | Oct 2011 | Oct 2011 | 5 months |
Annual returns
2010 from May 28 · 2026 through Oct 2