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The Hartford Balanced Income Fund Class I (HBLIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.66+0.02 (+0.12%)
At close: 8:03PM EDT

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return4.78%
5-Year Average Return6.39%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)19.35%
Worst 1 Yr Total Return (Feb 3, 2019)-4.81%
Best 3-Yr Total Return19.35%
Worst 3-Yr Total Return5.83%

Trailing Returns (%) Vs. Benchmarks

ReturnHBLIXCategory
YTD7.68%5.91%
1-Month1.10%0.61%
3-Month3.12%4.02%
1-Year14.87%18.59%
3-Year9.84%8.56%
5-Year8.48%7.44%
10-Year8.76%6.20%
Last Bull Market14.34%11.89%
Last Bear Market-5.43%-8.23%

Annual Total Return (%) History

Year
HBLIXCategory
2021
N/AN/A
2020
7.72%8.86%
2019
19.35%14.81%
2018
-4.81%-5.04%
2017
11.75%9.86%
2016
11.44%6.62%
2015
-0.19%-2.32%
2014
7.92%4.02%
2013
12.19%7.23%
2012
13.07%9.40%
2011
8.83%1.70%
2010
N/A10.03%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20211.97%N/AN/AN/A
2020-11.80%10.49%3.04%7.28%
20198.20%4.11%2.39%3.48%
2018-2.86%-0.21%3.13%-4.79%
20172.52%2.38%2.96%3.41%
20163.54%4.25%2.26%0.95%
20151.07%-1.44%-2.68%2.96%
20142.74%3.78%-0.88%2.11%
20134.85%-0.20%2.23%4.87%
20125.35%0.75%5.05%1.41%
20113.90%2.02%-4.75%7.79%
2010-2.71%8.83%2.81%N/A

Rank In Category (By Total Return)

YTD30
1-Month74
3-Month21
1-Year51
3-Year12
5-Year20

Load Adjusted Returns

1-Year17.74%
3-Year10.37%
5-Year8.50%
10-Year8.58%