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Hartford Disciplined Equity HLS IC (HLSCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.00-0.14 (-0.63%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.65%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (27 Jun 2024)24.92%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return24.92%
Worst 3-yr total return6.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHLSCXCategory
YTD12.67%5.31%
1-month4.27%-4.19%
3-month3.76%3.90%
1-year27.69%20.31%
3-year7.04%6.48%
5-year13.87%11.78%
10-year12.25%10.96%
Last bull market25.91%25.56%
Last bear market-15.37%-15.11%

Annual total return (%) history

Year
HLSCXCategory
2024
N/AN/A
2023
20.66%22.32%
2022
-19.40%-16.96%
2021
24.92%26.07%
2020
N/A15.83%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.77%N/AN/AN/A
20235.20%6.81%-3.71%11.52%
2022-6.71%-15.37%-4.32%6.71%
20216.32%7.19%-0.41%10.06%
202011.99%N/AN/AN/A

Rank in category (by total return)

YTD16
1-month60
3-month37
1-year47
3-year68
5-year65

Load adjusted returns

1-year27.69%
3-year7.04%
5-year13.87%
10-year12.25%