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Hartford Checks and Balances C (HCKCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.90+0.02 (+0.20%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.73%
5-year average return6.50%
Number of years up11
Number of years down5
Best 1-yr total return (2 Jul 2024)25.54%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return25.54%
Worst 3-yr total return2.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHCKCXCategory
YTD6.19%9.69%
1-month0.81%0.91%
3-month0.91%5.21%
1-year11.72%27.06%
3-year2.36%11.00%
5-year6.68%10.26%
10-year6.32%8.34%
Last bull market17.60%15.58%
Last bear market-11.58%-12.16%

Annual total return (%) history

Year
HCKCXCategory
2024
N/AN/A
2023
12.06%N/A
2022
-14.24%N/A
2021
13.53%N/A
2020
12.08%11.72%
2019
21.55%19.23%
2018
-4.37%-5.76%
2017
13.66%13.21%
2016
6.62%7.34%
2015
-1.00%-1.93%
2014
7.63%6.21%
2013
21.42%16.48%
2012
12.75%11.72%
2011
-3.44%-0.11%
2010
10.33%11.83%
2009
25.54%24.13%
2008
-29.28%-28.00%
2007
N/A5.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.23%0.91%N/AN/A
20233.02%3.40%-3.89%9.46%
2022-4.70%-11.58%-5.68%7.90%
20213.67%4.21%-0.18%5.28%
2020-15.10%13.97%5.69%9.59%
20199.87%3.95%1.66%4.69%
2018-1.06%1.53%3.89%-8.37%
20174.38%2.67%2.40%3.57%
20160.13%1.80%2.80%1.74%
20151.32%-0.54%-5.44%3.89%
20141.55%3.94%-0.53%2.51%
20137.34%1.69%4.15%6.81%
20129.04%-3.03%4.26%2.28%
20112.88%-0.97%-11.33%6.88%
20103.61%-7.73%8.17%6.69%
2009-5.75%14.55%11.37%4.41%
2008-5.97%-0.14%-10.91%-15.46%
20073.10%-0.62%N/AN/A

Rank in category (by total return)

YTD52
1-month71
3-month59
1-year57
3-year56
5-year55

Load adjusted returns

1-year10.72%
3-year2.36%
5-year6.68%
10-year6.32%