Nasdaq - Delayed Quote USD

Hartford Conservative Allocation R3 (HCVRX)

11.18
-0.02
(-0.18%)
At close: 8:06:06 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.90%
5y Average Return 4.44%
Number of Years Up 13
Number of Years Down 5
Best 1Y Total Return (May 1, 2025) 13.40%
Worst 1Y Total Return (May 1, 2025) --
Best 3Y Total Return 13.40%
Worst 3Y Total Return -1.14%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HCVRX
Category
YTD
0.63%
5.91%
1-Month
-1.68%
0.61%
3-Month
0.63%
4.02%
1-Year
5.38%
18.59%
3-Year
2.48%
8.56%
5-Year
5.27%
7.44%
10-Year
3.22%
6.20%
Last Bull Market
9.58%
11.89%
Last Bear Market
-9.11%
-8.23%

Annual Total Return (%) History

Year
HCVRX
Category
2025
--
--
2024
7.90%
--
2023
9.25%
--
2022
-13.78%
--
2021
5.04%
--
2020
8.34%
8.86%
2019
13.40%
14.81%
2018
-4.03%
-5.04%

2017
9.74%
9.86%
2016
3.81%
6.62%
2015
-3.56%
-2.32%
2014
-0.59%
4.02%
2013
0.78%
7.23%
2012
8.99%
9.40%
2011
1.47%
1.70%
2010
10.10%
10.03%
2009
25.21%
20.77%
2008
-23.53%
-18.61%
2007
6.30%
4.53%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.63% -- -- --
2024 3.04% 1.11% 5.11% -1.47%
2023 3.56% 0.98% -3.11% 7.82%
2022 -4.97% -9.11% -4.56% 4.60%
2021 0.95% 2.90% -0.75% 1.88%
2020 -9.95% 9.42% 3.46% 6.29%
2019 6.45% 2.89% 0.37% 3.15%
2018 -0.57% 0.10% 1.44% -4.94%
2017 2.76% 2.19% 2.05% 2.41%
2016 0.21% 1.68% 2.37% -0.48%

2015 1.40% -0.69% -4.46% 0.24%
2014 1.03% 2.96% -2.70% -1.78%
2013 0.91% -4.06% 2.35% 1.70%
2012 5.77% -1.90% 3.56% 1.43%
2011 3.17% 0.73% -6.96% 4.94%
2010 3.15% -3.89% 6.60% 4.19%
2009 -1.96% 11.85% 10.29% 3.53%
2008 -4.14% -0.10% -8.34% -12.89%
2007 1.56% 2.48% 2.18% -0.05%

Rank in Category (By Total Return)

YTD 62
1-Month 55
3-Month 62
1-Year 46
3-Year 73
5-Year 86

Load Adjusted Returns

1-Year 5.38%
3-Year 2.48%
5-Year 5.27%
10-Year 3.22%

Performance & Risk

YTD Return 0.90%
5y Average Return 4.44%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.74
Morningstar Risk Rating

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family Hartford Mutual Funds
Net Assets 143.02M
YTD Return 0.63%
Yield 2.13%
Morningstar Rating
Inception Date Dec 22, 2006

Fund Summary

The fund seeks to meet its investment objective through investment in a combination of other mutual funds and ETFs advised by Hartford Funds Management Company, LLC or a wholly owned subsidiary of the Investment Manager. The underlying funds, include fixed income funds, equity funds and funds that may have exposures to alternative asset classes, including commodities. The Investment Manager anticipates allocating approximately 20%-50% of the fund's total assets to the equity component and approximately 50%-80% of the fund's total assets to the fixed income component.

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