New Zealand markets closed

Hartford MidCap R6 (HFMVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
34.67-0.04 (-0.12%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.99%
5-year average return5.28%
Number of years up7
Number of years down2
Best 1-yr total return (26 Jun 2024)32.75%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return32.75%
Worst 3-yr total return-1.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHFMVXCategory
YTD0.61%10.80%
1-month-0.32%4.43%
3-month-4.42%7.00%
1-year13.61%48.17%
3-year-3.56%21.26%
5-year6.37%20.18%
10-year8.27%14.07%
Last bull market28.99%27.14%
Last bear market-17.88%-21.26%

Annual total return (%) history

Year
HFMVXCategory
2024
N/AN/A
2023
14.77%N/A
2022
-24.08%N/A
2021
9.97%N/A
2020
25.06%39.26%
2019
32.75%32.52%
2018
-7.29%-6.65%
2017
24.42%23.91%
2016
11.87%6.03%
2015
1.75%-0.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.00%N/AN/AN/A
20236.23%2.41%-6.18%12.45%
2022-10.36%-17.88%-5.24%8.85%
20215.20%3.03%-3.54%5.18%
2020-24.20%25.10%4.42%26.29%
201920.06%4.86%-1.33%6.87%
20183.44%3.92%4.58%-17.53%
20175.89%5.78%3.40%7.43%
20160.55%2.43%4.39%4.05%
20155.89%-0.33%-5.94%2.50%

Rank in category (by total return)

YTD83
1-month95
3-month86
1-year83
3-year74
5-year89

Load adjusted returns

1-year13.61%
3-year-3.56%
5-year6.37%
10-year8.27%