HBLIX - The Hartford Balanced Income Fund Class I

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return4.78%
5-Year Average Return6.39%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)13.07%
Worst 1 Yr Total Return (Feb 3, 2019)-4.81%
Best 3-Yr Total Return13.07%
Worst 3-Yr Total Return5.83%

Trailing Returns (%) Vs. Benchmarks

ReturnHBLIXCategory
YTD9.98%8.56%
1-Month1.65%1.42%
3-Month5.28%4.03%
1-Year8.24%4.46%
3-Year7.42%5.59%
5-Year6.18%3.86%
10-Year10.66%7.44%
Last Bull Market14.34%11.57%
Last Bear Market-5.43%-8.34%

Annual Total Return (%) History

Year
HBLIXCategory
2019
N/AN/A
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
20198.20%N/AN/AN/A
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)

YTD18
1-Month27
3-Month8
1-Year5
3-Year11
5-Year4

Load Adjusted Returns

1-Year8.24%
3-Year7.42%
5-Year6.18%
10-Year10.66%