The Hartford Balanced Fund Net Income
| ITTIX Fund | USD 20.53 0.03 0.15% |
As of the 25th of February, Hartford Balanced retains the Coefficient Of Variation of 348.02, risk adjusted performance of 0.2035, and Market Risk Adjusted Performance of 0.2513. Hartford Balanced technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the entity's future prices.
Hartford Balanced'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 Hartford Balanced's valuation are provided below:The Hartford Balanced does not presently have any fundamental trends 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. Hartford |
Hartford Balanced '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 Hartford Balanced'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 Hartford Balanced.
| 11/27/2025 |
| 02/25/2026 |
If you would invest 0.00 in Hartford Balanced on November 27, 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 Hartford Balanced over 90 days. Hartford Balanced is related to or competes with The Hartford, 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
Hartford Balanced 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 Hartford Balanced'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 | 0.3243 | |||
| Information Ratio | (0.07) | |||
| Maximum Drawdown | 1.41 | |||
| Value At Risk | (0.39) | |||
| Potential Upside | 0.4627 |
Hartford Balanced Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Hartford Balanced's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Hartford Balanced's standard deviation. In reality, there are many statistical measures that can use Hartford Balanced historical prices to predict the future Hartford Balanced's volatility.| Risk Adjusted Performance | 0.2035 | |||
| Jensen Alpha | 0.0445 | |||
| Total Risk Alpha | 0.0379 | |||
| Sortino Ratio | (0.06) | |||
| Treynor Ratio | 0.2413 |
Hartford Balanced February 25, 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 | 0.2035 | |||
| Market Risk Adjusted Performance | 0.2513 | |||
| Mean Deviation | 0.2146 | |||
| Downside Deviation | 0.3243 | |||
| Coefficient Of Variation | 348.02 | |||
| Standard Deviation | 0.2837 | |||
| Variance | 0.0805 | |||
| Information Ratio | (0.07) | |||
| Jensen Alpha | 0.0445 | |||
| Total Risk Alpha | 0.0379 | |||
| Sortino Ratio | (0.06) | |||
| Treynor Ratio | 0.2413 | |||
| Maximum Drawdown | 1.41 | |||
| Value At Risk | (0.39) | |||
| Potential Upside | 0.4627 | |||
| Downside Variance | 0.1051 | |||
| Semi Variance | (0.02) | |||
| Expected Short fall | (0.28) | |||
| Skewness | (0.39) | |||
| Kurtosis | 1.71 |
Hartford Balanced Backtested Returns
At this stage we consider Hartford Mutual Fund to be very steady. Hartford Balanced holds Efficiency (Sharpe) Ratio of 0.24, which attests that the entity had a 0.24 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Hartford Balanced, which you can use to evaluate the volatility of the entity. Please check out Hartford Balanced's Risk Adjusted Performance of 0.2035, coefficient of variation of 348.02, and Market Risk Adjusted Performance of 0.2513 to validate if the risk estimate we provide is consistent with the expected return of 0.066%. The fund retains a Market Volatility (i.e., Beta) of 0.3, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Hartford Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Hartford Balanced is expected to be smaller as well.
Auto-correlation | 0.89 |
Very good predictability
The Hartford Balanced has very good predictability. Overlapping area represents the amount of predictability between Hartford Balanced time series from 27th of November 2025 to 11th of January 2026 and 11th of January 2026 to 25th of February 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 0.89 indicates that approximately 89.0% of current Hartford Balanced price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.89 | |
| Spearman Rank Test | 0.88 | |
| Residual Average | 0.0 | |
| Price Variance | 0.03 |
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).
Hartford Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Hartford Balanced's current stock value. Our valuation model uses many indicators to compare Hartford Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Hartford Balanced competition to find correlations between indicators driving Hartford Balanced'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 51.68 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 Hartford Balanced's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Hartford Balanced
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 Hartford Balanced'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 for 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 manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Hartford Fundamentals
| Total Asset | 47.91 M | ||||
| Annual Yield | 0.07 % | ||||
| Year To Date Return | 3.38 % | ||||
| One Year Return | 13.30 % | ||||
| Three Year Return | 10.19 % | ||||
| Five Year Return | 5.22 % | ||||
| Ten Year Return | 8.05 % | ||||
| Net Asset | 576.34 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 Hartford Balanced 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 Hartford Balanced 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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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Hartford Mutual Fund
Hartford Balanced financial ratios help investors to determine whether Hartford 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 Hartford with respect to the benefits of owning Hartford Balanced security.
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