THE HARTFORD Correlations

HBLFX Fund

USD 14.80 0.01 0.07%

A high positive correlation means the stock tends to rise and fall in tandem with the paired instrument. Current 90-days correlation between Hartford Balanced and Nuveen Small Cap is 0.77 (i.e., Poor diversification).

THE HARTFORD Market Correlation

Minimal diversification benefit

For the present investment horizon, the measured correlation between THE HARTFORD and Dow Jones stands at 0.94, or Minimal diversification benefit. In portfolio terms, the overlap shows how much shared movement remains after combining both positions.

The contribution of each position to portfolio variance is a function of weight and correlation. The view supports a broader understanding of portfolio structure. The sizing of each position reflects the chosen allocation strategy. Broader economic conditions can influence The Hartford Balanced's mutual fund valuation - related indicators include signals in census.

Moving Together With THE HARTFORD Mutual Fund

0.71	HHHYX	Hartford Schroders Emerging	Pair Corr
0.76	HHMAX	The Hartford Municipal	Pair Corr
0.78	HHMCX	The Hartford Municipal	Pair Corr
0.86	HHMFX	The Hartford Municipal	Pair Corr
0.77	HHMIX	The Hartford Municipal	Pair Corr
0.76	HIMCX	Hartford Midcap Hls	Pair Corr
0.63	HIPIX	The Hartford Inflation	Pair Corr
0.93	HMVRX	The Hartford Midcap	Pair Corr
0.85	SIDVX	Hartford Schroders International	Pair Corr
0.83	ITBVX	The Hartford Total	Pair Corr
0.77	ITHSX	The Hartford Capital	Pair Corr
0.93	ITTAX	The Hartford Balanced	Pair Corr
0.93	ITTFX	The Hartford Balanced	Pair Corr
0.93	ITTIX	The Hartford Balanced	Pair Corr
0.92	HAHAX	The Hartford High	Pair Corr
0.9	HSDTX	The Hartford Short	Pair Corr
0.85	HSDYX	The Hartford Short	Pair Corr
0.84	HBGHX	Hartford Healthcare Hls	Pair Corr
1.0	HBLRX	The Hartford Balanced	Pair Corr
1.0	HBLTX	The Hartford Balanced	Pair Corr
1.0	HBLVX	The Hartford Balanced	Pair Corr
0.95	HBLAX	The Hartford Balanced	Pair Corr
0.88	HCVCX	The Hartford Servative	Pair Corr
0.86	HCVIX	The Hartford Servative	Pair Corr
0.9	HWDIX	The Hartford World	Pair Corr
0.92	HFAJX	Hartford Schroders Intl	Pair Corr
0.75	HGITX	Hartford E Equity	Pair Corr
0.78	HGHSX	The Hartford Healthcare	Pair Corr
0.95	VWIAX	Vanguard Wellesley Income	Pair Corr
0.99	VWINX	Vanguard Wellesley Income	Pair Corr
0.93	BKMIX	BlackRock Multi Asset Income	Pair Corr

Moving Differently From THE HARTFORD Mutual Fund

0.5	USPIX	Profunds Ultrashort Nasdaq 100	Pair Corr
0.49	USPSX	Profunds Ultrashort Nasdaq 100	Pair Corr

Related Correlations Analysis

	FKASX	WRGCX	SCYVX	TRACX	HUSEX	FIMPX
FKASX		0.98	0.85	0.84	0.77	0.89	FKASX
WRGCX	0.98		0.87	0.86	0.77	0.92	WRGCX
SCYVX	0.85	0.87		1.0	0.94	0.93	SCYVX
TRACX	0.84	0.86	1.0		0.94	0.93	TRACX
HUSEX	0.77	0.77	0.94	0.94		0.87	HUSEX
FIMPX	0.89	0.92	0.93	0.93	0.87		FIMPX
	FKASX	WRGCX	SCYVX	TRACX	HUSEX	FIMPX

Risk-Adjusted Indicators

Headline performance for THE HARTFORD Mutual Fund may not fully reflect how the business compares across its competitive set. Peer-relative risk metrics add context on drawdown behavior, consistency, and return quality. These indicators are quantitative in nature and measure volatility and risk-adjusted expected returns across different positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
FKASX	1.31	0.14	0.09	-1.05	1.55	-1.39	3.05	-2.65	7.37
WRGCX	1.15	0.12	0.08	-1.49	1.40	-1.15	3.04	-2.41	6.90
SCYVX	0.83	0.10	0.09	0.09	0.99	-0.86	2.02	-1.45	4.86
TRACX	0.88	0.08	0.07	0.08	1.07	-0.85	2.36	-1.95	4.82
HUSEX	0.88	0.07	0.06	0.09	1.18	-0.86	1.79	-1.64	6.09
FIMPX	1.19	0.10	0.06	0.07	1.49	-1.08	3.07	-2.38	6.31