HBLVX
The Hartford Balanced Income Fund Class R6
Mutual fund
$14.71+0.02 (+0.14%)Close Oct 2, 2026
Nov 10, 2014 – Oct 2, 2026, Dividends reinvested
- Final balance
- $20,183
- CAGR
- +6.08%
- Max drawdown
- −23.19%
- Sharpe ratio
- 0.77
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.20%
- 3M
- −2.56%
- 6M
- +1.68%
- YTD
- +2.25%
- 1Y
- +4.09%
- 3Y
- +9.84%
- 5Y
- +4.15%
- 10Y
- +6.21%
- Since 2014
- +6.08%
Metrics
Since 2014| Volatility | 8.10% |
|---|---|
| Sortino ratio | 1.08 |
| Calmar ratio | 0.26 |
| Best year, 2019 | +19.66% |
| Worst year, 2022 | −8.74% |
| Positive years | 8 of 11 |
| Longest drawdown | 2.2 years |
Worst drawdowns
Since 2014| 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 |
| −9.0% | Jan 2018 | Dec 2018 | Mar 2019 | 1.1 years |
| −7.2% | Apr 2015 | Aug 2015 | Mar 2016 | 11 months |
| −6.2% | Feb 2025 | Apr 2025 | Jun 2025 | 3 months |
Annual returns
2014 from Nov 10 · 2026 through Oct 2