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Hartford Core Equity R4 (HGISX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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55.47-0.08 (-0.14%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.40%
5-year average return13.50%
Number of years up14
Number of years down3
Best 1-yr total return (20 Jun 2024)35.20%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return35.20%
Worst 3-yr total return5.92%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHGISXCategory
YTD12.93%5.31%
1-month4.30%-4.19%
3-month3.87%3.90%
1-year28.32%20.31%
3-year7.70%6.48%
5-year14.04%11.78%
10-year12.34%10.96%
Last bull market26.21%25.56%
Last bear market-15.28%-15.11%

Annual total return (%) history

Year
HGISXCategory
2024
N/AN/A
2023
21.14%22.32%
2022
-18.94%-16.96%
2021
24.15%26.07%
2020
18.08%15.83%
2019
33.43%28.78%
2018
-1.90%-6.27%
2017
21.65%20.44%
2016
5.42%10.37%
2015
6.53%-1.07%
2014
15.53%10.96%
2013
35.20%31.50%
2012
16.94%14.96%
2011
1.13%-1.27%
2010
14.01%14.01%
2009
25.24%28.17%
2008
-37.69%-37.79%
2007
7.89%6.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.96%N/AN/AN/A
20235.34%6.90%-3.64%11.64%
2022-6.59%-15.28%-4.20%6.91%
20214.50%7.67%0.19%10.13%
2020-19.51%19.00%9.66%12.41%
201913.51%5.35%2.42%8.96%
20181.01%2.67%7.54%-12.05%
20176.07%3.67%2.78%7.63%
2016-0.21%2.32%1.33%1.88%
20153.36%1.00%-4.05%6.34%
20142.02%4.53%1.06%7.19%
201310.38%3.44%7.05%10.62%
201213.92%-3.11%6.48%-0.51%
20116.66%1.02%-14.23%9.44%
20104.55%-11.79%11.37%11.00%
2009-8.34%14.30%13.55%5.28%
2008-12.40%-0.15%-9.60%-21.19%
20071.51%6.93%0.26%-0.86%

Rank in category (by total return)

YTD13
1-month59
3-month30
1-year33
3-year59
5-year63

Load adjusted returns

1-year28.32%
3-year7.70%
5-year14.04%
10-year12.34%