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Hartford Core Equity C (HGICX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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47.86-0.07 (-0.15%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.99%
5-year average return12.67%
Number of years up19
Number of years down6
Best 1-yr total return (20 Jun 2024)34.13%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return34.13%
Worst 3-yr total return5.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHGICXCategory
YTD12.59%5.31%
1-month4.23%-4.19%
3-month3.67%3.90%
1-year27.34%20.31%
3-year6.92%6.48%
5-year13.20%11.78%
10-year11.52%10.96%
Last bull market25.85%25.56%
Last bear market-15.42%-15.11%

Annual total return (%) history

Year
HGICXCategory
2024
N/AN/A
2023
20.25%22.32%
2022
-19.53%-16.96%
2021
23.25%26.07%
2020
17.21%15.83%
2019
32.47%28.78%
2018
-2.61%-6.27%
2017
20.80%20.44%
2016
4.63%10.37%
2015
5.77%-1.07%
2014
14.55%10.96%
2013
34.13%31.50%
2012
15.87%14.96%
2011
0.17%-1.27%
2010
13.15%14.01%
2009
24.35%28.17%
2008
-38.19%-37.79%
2007
7.12%6.16%
2006
11.06%14.17%
2005
5.33%5.88%
2004
7.07%10.02%
2003
27.50%27.05%
2002
-25.66%-22.25%
2001
-9.16%-13.50%
2000
-7.15%-6.31%
1999
20.00%20.16%
1998
N/A22.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.78%N/AN/AN/A
20235.16%6.71%-3.84%11.42%
2022-6.75%-15.42%-4.37%6.68%
20214.31%7.47%0.00%9.93%
2020-19.66%18.76%9.48%12.21%
201913.32%5.14%2.22%8.77%
20180.83%2.51%7.31%-12.20%
20175.93%3.43%2.63%7.43%
2016-0.37%2.12%1.17%1.65%
20153.24%0.78%-4.21%6.13%
20141.78%4.33%0.86%6.96%
201310.25%3.14%6.85%10.39%
201213.67%-3.30%6.22%-0.75%
20116.43%0.71%-14.41%9.19%
20104.34%-12.03%11.20%10.85%
2009-8.53%14.18%13.31%5.08%
2008-12.56%-0.33%-9.86%-21.32%
20071.39%6.71%0.00%-1.00%
20063.18%-2.00%4.07%5.53%
2005-2.08%2.77%4.22%0.43%
20040.87%0.67%-3.24%8.97%
2003-4.44%14.45%3.38%12.76%
2002-1.83%-15.78%-16.63%7.85%
2001-8.99%6.50%-15.72%11.21%
20004.05%-3.39%-0.44%-7.23%
19994.12%7.24%-6.59%15.06%
199822.69%N/AN/AN/A

Rank in category (by total return)

YTD17
1-month60
3-month41
1-year52
3-year70
5-year73

Load adjusted returns

1-year26.34%
3-year6.92%
5-year13.20%
10-year11.52%