The Hartford Balanced Fund Net Income
| ITTIX Fund | USD 20.30 0.04 0.20% |
As of the 29th of January, The Hartford has the Coefficient Of Variation of 656.19, semi deviation of 0.1798, and Risk Adjusted Performance of 0.0957. The Hartford technical analysis provides you with a way to harness past market data to determine a pattern that measures the direction of the fund's future prices.
The Hartford's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing The Hartford's valuation are provided below:The Hartford Balanced does not presently have any fundamental trend indicators for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. The |
The Hartford 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to The Hartford's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of The Hartford.
| 10/31/2025 |
| 01/29/2026 |
If you would invest 0.00 in The Hartford on October 31, 2025 and sell it all today you would earn a total of 0.00 from holding The Hartford Balanced or generate 0.0% return on investment in The Hartford over 90 days. The Hartford is related to or competes with Hartford Balanced, Hartford Balanced, The Hartford, Leuthold Core, Simt Multi-asset, Allianzgi Nfj, and Allianzgi Nfj. The fund seeks to achieve its investment objective by investing across a broad range of asset classes More
The Hartford Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure The Hartford's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess The Hartford Balanced upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.3449 | |||
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 1.4 | |||
| Value At Risk | (0.41) | |||
| Potential Upside | 0.4608 |
The Hartford Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for The Hartford's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as The Hartford's standard deviation. In reality, there are many statistical measures that can use The Hartford historical prices to predict the future The Hartford's volatility.| Risk Adjusted Performance | 0.0957 | |||
| Jensen Alpha | 0.018 | |||
| Total Risk Alpha | 0.0138 | |||
| Sortino Ratio | (0.05) | |||
| Treynor Ratio | 0.108 |
The Hartford January 29, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0957 | |||
| Market Risk Adjusted Performance | 0.118 | |||
| Mean Deviation | 0.2244 | |||
| Semi Deviation | 0.1798 | |||
| Downside Deviation | 0.3449 | |||
| Coefficient Of Variation | 656.19 | |||
| Standard Deviation | 0.291 | |||
| Variance | 0.0847 | |||
| Information Ratio | (0.06) | |||
| Jensen Alpha | 0.018 | |||
| Total Risk Alpha | 0.0138 | |||
| Sortino Ratio | (0.05) | |||
| Treynor Ratio | 0.108 | |||
| Maximum Drawdown | 1.4 | |||
| Value At Risk | (0.41) | |||
| Potential Upside | 0.4608 | |||
| Downside Variance | 0.1189 | |||
| Semi Variance | 0.0323 | |||
| Expected Short fall | (0.27) | |||
| Skewness | (0.55) | |||
| Kurtosis | 0.5636 |
Hartford Balanced Backtested Returns
At this stage we consider The Mutual Fund to be very steady. Hartford Balanced owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.18, which indicates the fund had a 0.18 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for The Hartford Balanced, which you can use to evaluate the volatility of the fund. Please validate The Hartford's Coefficient Of Variation of 656.19, semi deviation of 0.1798, and Risk Adjusted Performance of 0.0957 to confirm if the risk estimate we provide is consistent with the expected return of 0.0521%. The entity has a beta of 0.32, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, the Hartford's returns are expected to increase less than the market. However, during the bear market, the loss of holding the Hartford is expected to be smaller as well.
Auto-correlation | 0.57 |
Modest predictability
The Hartford Balanced has modest predictability. Overlapping area represents the amount of predictability between The Hartford time series from 31st of October 2025 to 15th of December 2025 and 15th of December 2025 to 29th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Hartford Balanced price movement. The serial correlation of 0.57 indicates that roughly 57.0% of current The Hartford price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.57 | |
| Spearman Rank Test | 0.62 | |
| Residual Average | 0.0 | |
| Price Variance | 0.02 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, The Hartford Balanced reported net income of 0.0. This indicator is about the same for the Hartford Mutual Funds average (which is currently at 0.0) family and about the same as Allocation--30% to 50% Equity (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
The Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining The Hartford's current stock value. Our valuation model uses many indicators to compare The Hartford value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across The Hartford competition to find correlations between indicators driving The Hartford's intrinsic value. More Info.The Hartford Balanced is currently considered the top fund in annual yield among similar funds. It also is currently considered the top fund in year to date return among similar funds creating about 19.65 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the The Hartford's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for The Hartford
The fund invests 35.78% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (46.95%) , cash (5.57%) and various exotic instruments.Asset allocation divides The Hartford's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
The Fundamentals
| Total Asset | 45.41 M | ||||
| Annual Yield | 0.07 % | ||||
| Year To Date Return | 1.30 % | ||||
| One Year Return | 12.65 % | ||||
| Three Year Return | 9.38 % | ||||
| Five Year Return | 4.72 % | ||||
| Ten Year Return | 8.05 % | ||||
| Net Asset | 566.79 M | ||||
| Minimum Initial Investment | 2 K | ||||
| Last Dividend Paid | 0.06 | ||||
| Cash Position Weight | 5.57 % | ||||
| Equity Positions Weight | 35.78 % | ||||
| Bond Positions Weight | 46.95 % |
About The Hartford Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze The Hartford Balanced's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of The Hartford using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of The Hartford Balanced based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Other Information on Investing in The Mutual Fund
The Hartford financial ratios help investors to determine whether The Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in The with respect to the benefits of owning The Hartford security.
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