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Hartford Core Equity R3 (HGIRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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54.80+0.19 (+0.35%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return18.15%
5-year average return12.91%
Number of years up14
Number of years down3
Best 1-yr total return (2 Jul 2024)34.74%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return34.74%
Worst 3-yr total return5.56%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHGIRXCategory
YTD16.73%5.31%
1-month3.54%-4.19%
3-month4.36%3.90%
1-year25.33%20.31%
3-year7.83%6.48%
5-year13.04%11.78%
10-year12.17%10.96%
Last bull market26.05%25.56%
Last bear market-15.32%-15.11%

Annual total return (%) history

Year
HGIRXCategory
2024
N/AN/A
2023
20.71%22.32%
2022
-19.22%-16.96%
2021
23.71%26.07%
2020
17.71%15.83%
2019
32.94%28.78%
2018
-2.26%-6.27%
2017
21.35%20.44%
2016
5.06%10.37%
2015
6.24%-1.07%
2014
15.13%10.96%
2013
34.74%31.50%
2012
16.60%14.96%
2011
0.77%-1.27%
2010
13.82%14.01%
2009
25.07%28.17%
2008
-37.88%-37.79%
2007
7.53%6.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.86%4.36%N/AN/A
20235.26%6.81%-3.75%11.55%
2022-6.66%-15.32%-4.30%6.80%
20214.41%7.57%0.11%10.03%
2020-19.58%18.89%9.59%12.33%
201913.44%5.23%2.30%8.86%
20180.92%2.57%7.43%-12.12%
20176.04%3.57%2.71%7.58%
2016-0.29%2.22%1.31%1.74%
20153.31%0.93%-4.14%6.28%
20141.93%4.47%0.98%7.07%
201310.32%3.32%7.01%10.47%
201213.78%-3.11%6.35%-0.55%
20116.57%0.87%-14.32%9.41%
20104.45%-11.87%11.39%11.01%
2009-8.42%14.27%13.62%5.19%
2008-12.47%-0.23%-9.70%-21.22%
20071.43%6.79%0.20%-0.93%

Rank in category (by total return)

YTD14
1-month27
3-month18
1-year23
3-year62
5-year64

Load adjusted returns

1-year25.33%
3-year7.83%
5-year13.04%
10-year12.17%